Member Advocate

Listerhill Credit Union; Spring Hill (TN); On-site; USD 32,000 - 42,000; Full time

Job summary

Listerhill Credit Union in Tennessee is seeking a Member Advocate to guide members on their financial journey. You will greet members, assess needs, and promote solutions that align with the LCU mission to value people over profit.

You will open and service accounts, educate members on self-service banking, and build lasting relationships through courteous, accurate service and problem solving in a community-focused credit union environment.

Qualifications

• High School Diploma or GED.
• At least one year of service industry experience.
• Strong oral and written communication.
• Ability to stand and walk to serve members.
• Professional demeanor with sales/service focus; strong problem-solving skills.
• Must complete LCU assessments.

Responsibilities

• Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
• Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
• Cross sell credit union products and services.
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check orders, line of credit advances, stop payments, and any other service requests received from members.
• Perform teller work as needed.
• Establish new banking relationships with members ensuring they are offered all the products and services that are appropriate given their financial needs.
• Establish, maintain, and deepen relationships with credit union members to provide excellent member service.
• Provide account servicing and maintenance, and assist with problem resolution for members in accordance with all established procedures and regulations.
• Originate, process, close, and disburse consumer loans and home equity advances.
• Educate members in the use of self-service banking solutions including, ATMs, on-line, and mobile banking to enhance their service experience.
• Adhere to all rules and regulations applicable to this position, thus all Listerhill Credit Union policies and procedures.
• Perform other duties as assigned

Skills

Customer service

Communication

Problem solving

Sales

Financial knowledge

Education

High School Diploma or GED

Job description

Overview:

Listerhill Credit Union is a financial cooperative whose primary purpose is to help our members live financially healthy lives. In 1952, seven Reynolds Metals employees deposited $5 each with the idea of starting a credit union that was member-owned and member-focused. Helping co-workers break from predatory lenders to borrow affordably and save for their financial futures, was their motivation. We have grown from a single office at Reynolds Metals to 18 branches throughout northwest Alabama and south-central Tennessee. Today, we serve 13 counties with a full line of financial solutions. Our purpose and commitment to financial health has never changed. We recognize what is good for our members is good for us. We aspire to high standards of integrity, excellence, and passion. Furthermore, we strive to be innovative for the members’ benefit and engaged in the betterment of their communities.

The Role:

Your efforts and ultimate successes should be measurable and recognizable as you strive daily within LCU’s vision: “to value people over profit, proactively seek improvement, work passionately, exceed expectations, and make our community a better place”. Member Advocates are empowered advisors who will guide members in their financial journey. An Advocate serves our membership throughout their visit, thus developing a relationship, finding ways to say yes, owning needs, and solving problems. The driving force of an Advocate will be to improve the lives of those within their community by promoting the Listerhill story.

Who you are

Member Advocates are the face of your branch; you are the first person a member sees when they walk through the door. You are the smiling face that greets a member to learn more about them personally and more about their financial needs. You are someone who by nature has a helpful spirit and amicable personality. You are someone who places the members needs at the top of your priority list. You are one who seeks solutions, you are one who says, “let’s find a way to help you with that.”

What you will do:

• Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions
• Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership
• Cross sell credit union products and services
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check orders, line of credit advances, stop payments, and any other service requests received from members
• Perform teller work as needed
• Establish new banking relationships with members ensuring they are offered all the products and services that are appropriate given their financial needs
• Establish, maintain, and deepen relationships with credit union members to provide excellent member service
• Provide account servicing and maintenance, and assist with problem resolution for members in accordance with all established procedures and regulations
• Originate, process, close, and disburse consumer loans and home equity advances
• Educate members in the use of self-service banking solutions including, ATMs, on-line, and mobile banking to enhance their service experience
• Adhere to all rules and regulations applicable to this position, thus all Listerhill Credit Union policies and procedures
• Perform other duties as assigned

Requirements

Qualifications:

• High School Diploma or GED
• Preferred minimum one year of service industry experience
• Must communicate well orally and in writing
• Ability to stand and walk as needed to provide excellent member service
• Qualifications for this job will include a professional demeanor, strong communication, analytical and critical reasoning skills, personality traits conducive to a sales and service culture, and sharp problem-solving skills (These qualifications will be measured by validated testing)
• Must successfully complete appropriate LCU assessments
• Commitment to LCU’s Mission Statement and Core Values

This job description is not a complete statement of this position’s comprised duties and responsibilities.

Listerhill Credit Union is an equal opportunity employer and does not discriminate in employment decisions based on any factor protected by federal, state or local law.