Financial Advocate Uptown

OnPath Federal Credit Union; Metairie (LA); On-site; USD 23,419 - 27,290; Full time

Benefits offered by this job

Competitive compensation

Benefits package including Medical/D名/

Paid time off and wellness

Job summary

OnPath FCU is seeking a Financial Advocate to build relationships with members, present personalized solutions, and promote products that improve their financial well‑being. You will handle routine transactions, process deposits and loans, and deliver exceptional service in a fast‑paced, member‑facing environment.

As a frontline representative, you’ll work with team members to cross‑sell checking, loans, credit cards, and referrals, while staying informed on products and policies.

Qualifications

• Prior experience in sales or customer service environment.
• Ability to communicate effectively with members and colleagues.
• Wamiliarity with routine financial transactions and processes.

Responsibilities

• Greet and assist members with a friendly, professional demeanor.
• Process deposits, withdrawals, transfers, loan payments, and other transactions.
• Cross-sell checking accounts, loans, credit cards, and other products as appropriate.
• Maintain cash drawer accuracy and support branch operations.

Skills

Sales

Customer Service

Communication

Education

High school diploma or GED

Tools

MS Office

Database software

Job description

At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!

Benefits

• Competitive Compensation
• Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan
• Paid Vacation, Wellness, Sick Time, and more

Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.

We have open Financial Advocate positions with the initial salary of $17.00 to $19.81/hour, with consideration for skills and experience plus incentives. Financial Advocates have the opportunity to grow within the organization to the position that becomes their passion.

SCOPE

As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that, in partnership with surrounding departments, provides cost‑effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are empathetic, passionate, innovative, and committed to integrity, serving our members and communities with honesty.

PRIMARY FUNCTIONS

The Financial Advocate is responsible for providing exceptional member service by having genuine and positive interactions with our members in order to handle routine transactions and assess best products and services to improve their financial situation. This role involves accurately processing transactions, maintaining cash integrity, and promoting the credit union's products and services. The financial advocate serves as a front‑line representative, ensuring a positive member experience in a fast‑paced environment.

The Financial Advocate will assist employees and all appropriate internal credit union partners, conduct daily business interactions, and maintain alignment with OnPath's mission, culture, and core values. The advocate encourages others to act with mission, culture, and core values in mind, demonstrates initiative and sound judgment, and supports the credit union's goals. The advocate builds rapport and expands relationships with all members, staying informed on products and services to provide the right recommendations at the right time, and promotes a positive image of the credit union to peers, members, and the community.

As an E.P.I.I.C. Team Member of OnPath FCU, you will play a vital role delivering the member experience daily to over 90,000 members, making a difference in peoples' lives while contributing back to the community you live in.

KEY AREAS OF RESPONSIBILITY

• Greets and assists every member with a friendly, positive, and professional demeanor.
• Possesses a genuine passion for helping people.
• Accurately processes deposits, withdrawals, transfers, loan payments, and other transactions; researches, troubleshoots, and resolves member and internal inquiries regarding policies, practices and products.
• Conducts consultative conversations to cross‑sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans and refers mortgage and commercial loans to the appropriate departments.
• Able to effectively communicate information on credit union products and services and meet or exceed referral and sales goals set by the branch.
• Able to understand and interpret credit reports in order to offer the best solutions to our members.
• Able to efficiently process loan documents.
• Assists with branch opening and closing procedures; prepares currency and coin for shipment; verifies cash drawers, currency shipments, and vault totals; supports branch operations by performing administrative tasks and maintaining a clean and organized work environment.
• Participates in training sessions and team meetings to stay informed about policies and procedures.
• Adheres to all credit union policies, procedures, and regulatory requirements; follows security procedures to protect against fraud and ensure member confidentiality; reports any suspicious activity or potential security breaches to management.
• Completes all other duties as assigned.

EXPERIENCE

- Up to 6 months of similar or related experience, including preparatory experience.
- Experience in a sales and/or customer service environment.

EDUCATION AND LICENSES

• High school education or GED.

INTERPERSONAL SKILLS

Professional courtesy and tact are essential elements of the job. The work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for providing and obtaining information, updating or referring.

OTHER SKILLS

• Knowledge of federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility is necessary.
• Proficiency with database software and the MS Office suite is also required.

PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk and must regularly lift or move up to 5 pounds and often up to 25 pounds.

WORKING CONDITIONS

Must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise.

MENTAL REQUIREMENTS

Must be able to perform job functions independently or with limited supervision; work effectively on own or as part of a team; read and carry out written and oral instructions; complete basic mathematical calculations; spell accurately; understand computer basics; speak clearly and deliver information in a logical and understandable sequence; handle various personalities with professionalism and discretion; perform responsibilities with composure under stress and changing priorities; exercise high levels of discretion on confidential matters.

DISCLAIMERS

Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OnPath FCU is an EOE/M/F/Disability/Veteran.