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

Avadian Credit Union; Dothan (AL); On-site; USD 42,000 - 46,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Job summary

Avadian Credit Union is seeking a(Member Experience Advocate - Universal) to travel among South Region branches including Geneva, SAMC (Dothan), Dothan West Main and Mobile. You will act as a full-service liaison, delivering needs-based solutions, processing transactions, opening accounts, and helping members with loans and relationship growth.

You will rotate through branches, adhere to policies, leverage CRM for referrals, and travel as required to support service quality and sales goals while

Qualifications

• One to three years of retail banking experience.
• Sales quota experience or sales management experience.
• Must be comfortable providing needs based solutions to members.
• Willingness to travel between described locations and to work Saturdays.

Responsibilities

• Serve as a full-service liaison between members and Avadian Credit Union.
• Provide needs-based solutions and explain consumer, mortgage, and business loan products.
• Perform transactions, open accounts, resolve issues, and originate loans.
• Balance notes and maintain knowledge of CRM for referrals and logs.
• Cover rotating branch duties and support multiple South Region branches.

Skills

Retail banking

Sales experience

Customer service

Bilingual Spanish (plus)

Education

High School Diploma or GED

Job description

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

Each region has its own Tag Team. The employees on a Tag Team will travel and work in the branches within their region.

We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal (travel) position at various 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.

Job Type

Full-time