Member Experience Advocate (Branch)

Tucson Federal Credit Union; West Branch (IA); On-site; USD 24,000 - 34,000; Full time

Job summary

Tucson Federal Credit Union West Branch is seeking a Member Advocate to deliver exceptional service and assist members with a wide range of financial needs in person at the West Branch. You will handle cash, process account openings and loan applications, and refer products to help members meet financial goals with a friendly, consultative approach.

In this role you will build relationships, stay compliant with banking regulations, maintain professional appearance, and participate in ongoing

Qualifications

• Minimum five (5) years of Customer Service-related experience.
• HS Diploma/GED or equivalent, beginning level of training with MS Office.
• Completion of Training Plan and eLearning coursework.
• Progress to Level 2 when independence observed.
• Minimum eight (8) years for Level 3; advanced MS Office skills.

Responsibilities

• 1. Perform cash handling and payment processing within procedures and controls.
• 2. Establish new relationships and deepen member relationships through needs-based selling.
• 3. Process new account openings, loan applications/disbursals, and routine member maintenance.
• 4. Demonstrate commitment to advancing sales techniques and product knowledge.
• 5. Abide by state and federal banking regulations and complete compliance training annually.

Skills

Customer Service Experience

MS Office

Product knowledge

Needs-based selling

Communication skills

Education

HS Diploma/GED or equivalent

Tools

MS Office

NMLS registration

Microsoft Excel

Job description

Tucson Federal Credit Union West Branch is seeking a Member Advocate to deliver exceptional service and assist members with a wide range of financial needs in person at the West Branch. You will handle cash, process account openings and loan applications, and refer products to help members meet financial goals with a friendly, consultative approach.

In this role you will build relationships, stay compliant with banking regulations, maintain professional appearance, and participate in ongoing