Member Experience Advocate - Universal

Avadian Credit Union; United States; Remote; USD 25,000 - 33,000; Full time

Benefits offered by this job

Comprehensive benefits package

Remote work option

Job summary

Avadian Credit Union is seeking a remote-friendly Member Experience Advocate - Universal to serve as a full-service liaison for members. This role handles transactions, opens accounts, resolves issues, and offers needs-based financial solutions from a branch-style lobby experience.

Strong emphasis on member relationships and product knowledge under Avadian’s guidelines.

Qualifications

• 1-3 years of retail banking experience.
• Sales quota experience or sales management experience.
• High school diploma or GED.

Responsibilities

• Rotate branch duties including paying and receiving functions.
• Process transactions accurately and adhere to Avadian's operations and protocols.
• Cultivate member relationships and use retail strategies to develop sales leads.
• Explain loan products and profile members' needs to recommend options.
• Maintain knowledge of Avadian products, CRM, and compliance requirements.
• Balance vaults and perform branch duties as needed.

Skills

Retail banking

Sales experience

Education

High school diploma or GED

Job description

Remote

Job Type Full-time

Description

We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal position at our Helena Branch. In this role, the Member Experience Advocate - Universal will serve as a full-service liaison between the members and the Credit Union. The Member Experience Advocate - Universal will provide needs based solutions to members, perform transactions, open accounts, resolve issues, originate loans, and manage the lobby. In this role, the Member Experience Advocate - Universal will be offering members a personal experience from the moment they enter the branch, to the moment they leave.

As if working with a fun team of highly talented professionals isn't enough, we also offer competitive salaries and a comprehensive benefits program. We don't want to brag or anything, but it's pretty top notch.

Functions and 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.

Requirements

Experience Required:

• One to three years of retail banking experience.
• Sales quota experience or sales management experience.

Education:

• A high school diploma or GED.

Other Requirements:

• Must be comfortable providing needs based solutions to members.
• Must have a competitive nature and be goal driven.
• Must have the ability to work in a fast paced environment.
• Must have the ability to use online computer systems, organize transactions and accurately manage large sums of money.
• Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Position will require employee to work on Saturdays from 8:45 a.m. until 12:30 p.m.
• Willingness to travel between described locations is required.
• Bilingual in Spanish a plus

Rate: $21 per hour + Comprehensive Benefits Package