Member Experience Advocate - Universal - South Region Branches | Full-Time

Avadian Credit Union; Dothan (AL); In loco; USD 26.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive Benefits Package

Descrizione del lavoro

Avadian Credit Union seeks a Branch Member Experience Advocate to serve as a full-time, traveling associate across the South Region branches including Geneva, SAMC (Dothan), Dothan West Main and Mobile. The role centers on delivering a personal member experience, performing transactions, opening accounts, and promoting Avadian products.

You will develop needs-based solutions, balance branch duties, and support loan origination while maintaining strong product knowledge and CRM proficiency.

Competenze

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

Mansioni

• Provide needs-based solutions to members and promote Avadian's products.
• Process transactions, open accounts, and manage the lobby.
• Originate loans and support member retention and relationships.
• Balance vaults and operate branch duties; travel between locations as needed.
• Maintain up-to-date knowledge of Avadian products and CRM system.

Conoscenze

Retail banking

Sales experience

Customer service

Travel willingness

Formazione

High school diploma or GED

Strumenti

CRM software

Descrizione del lavoro

Member Experience Advocate - Universal - Tag Team - South Region Branches

Full-time

Dothan, AL

Branch Experience

We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal (travel) position at our South Region branches including Geneva, SAMC (Dothan), Dothan West Main and Mobile. 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.

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

Please note - submitting a resume does not guarantee any future action by Avadian Credit Union.

Avadian Credit Union is an Equal Opportunity Employer.