Member Experience Advocate - Travel Branch Specialist

Avadian Credit Union; Birmingham (AL); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Comprehensive Benefits

Job summary

Avadian Credit Union seeks a motivated Member Experience Advocate - Universal (travel) to support Birmingham area branches, including Hueytown, Hoover, Helena, Pelham and Vernon. You will serve as a full-service liaison, offering needs-based solutions, processing transactions, opening accounts, guiding members through loans and banking services, and driving member satisfaction and retention.

This role requires a friendly, service-driven attitude and the ability to travel between locations.

Qualifications

• One to three years of retail banking experience.
• A high school diploma or GED.
• Sales quota experience or sales management experience.

Responsibilities

• Responsible for rotating branch duties, including paying and receiving functions.
• Responsible for accurately processing and adhering to Avadian’s Operations and Protocols.
• Cultivate member relationships and use retail strategies along with Avadian’s Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of financial products and services.
• Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
• Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options.
• Support the branch member retention and relationship expansion through regular contact with existing and potential members.
• Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.
• Maintain a thorough knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.
• Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations.
• Explain reasons for denials and explore options for members when accounts are denied.
• Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's.
• Balance the branch vault, CDM, and ITC, as necessary.
• Fill in at other branches as needed.
• Prompt and regular attendance is required.
• Perform other duties as assigned.

Skills

Retail banking experience

Sales experience

Customer service

Bilingual in Spanish

CRM systems

Education

High School Diploma or GED

Tools

CRM software

Job description

Avadian Credit Union seeks a motivated Member Experience Advocate - Universal (travel) to support Birmingham area branches, including Hueytown, Hoover, Helena, Pelham and Vernon. You will serve as a full-service liaison, offering needs-based solutions, processing transactions, opening accounts, guiding members through loans and banking services, and driving member satisfaction and retention.

This role requires a friendly, service-driven attitude and the ability to travel between locations.