Financial Wellness Advocate

OnPath; Gramercy (LA); Sur place; USD 23 000 - 33 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Impressive benefits package (Medical,

Paid vacation, wellness, sick time

Résumé du poste

OnPath FCU in Gramercy, LA is hiring a Financial Advocate. You will deliver exceptional member service, process routine financial transactions, and identify opportunities to improve members’ financial outcomes.

The role emphasizes friendly, knowledgeable support, cross-selling relevant products, and maintaining branch operations with accuracy and care. The position reports to the OnPath FCU team and offers competitive compensation plus a robust benefits package, vacation, and growth

Qualifications

• Up to 6 months of similar or related experience.
• Experience in a sales and/or customer service environment.
• High school education or GED

Responsabilités

• Provide exceptional member service with genuine, positive interactions.
• Accurately process deposits, withdrawals, transfers, loan payments and other transactions.
• Cross-sell products and services such as checking, loans, and credit options to members.
• Assist with branch operations, cash handling, and daily administrative tasks.

Connaissances

Sales driven

Customer service

Communication skills

Professional demeanor

Formation

High school diploma or GED

Outils

MS Office

Database software

Description du poste

OnPath FCU in Gramercy, LA is hiring a Financial Advocate. You will deliver exceptional member service, process routine financial transactions, and identify opportunities to improve members’ financial outcomes.

The role emphasizes friendly, knowledgeable support, cross-selling relevant products, and maintaining branch operations with accuracy and care. The position reports to the OnPath FCU team and offers competitive compensation plus a robust benefits package, vacation, and growth