Member Financial Advocate & Solutions Advisor

OnPath Credit Union; Kenner (LA); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Competitive Compensation

Impressive Benefits Package including 

Paid Vacation, Wellness, Sick Time, &

Job summary

OnPath Credit Union in Kenner, LA is seeking a Financial Advocate to build strong member relationships, offer personalized financial solutions, and identify opportunities to improve members' financial health.

As a frontline team member, you will process transactions, promote CU products, and help members navigate accounts and loans while upholding regulatory standards and the credit union’s EPIC values.

Qualifications

• Up to 6 months of similar or related experience, including preparatory experience.
• Experience in a sales and/or customer service environment.
• Knowledge of, or the ability to learn, federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility.
• Proficiency with database software and the MS Office suite.

Responsibilities

• Greets and assists every member with a friendly, positive, and professional demeanor.
• Possesses a genuine passion for helping people.
• Accurately process deposits, withdrawals, transfers, loan payments, and other transactions; research, troubleshoot and resolve inquiries.
• Cross-sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation; refer mortgage and commercial loans.
• Meet or exceed referral and sales goals; communicate credit union products clearly.
• Understand and interpret credit reports to offer the best solutions.
• Process loan documents efficiently and support branch opening/closing procedures.
• Maintain cash drawers, currency shipments, and vault totals; support branch operations.
• Participate in training sessions and adhere to policies and regulatory requirements.
• Report any suspicious activity and ensure member confidentiality.
• Complete all other duties as assigned.

Skills

Customer service

Sales

Communication skills

Interpersonal skills

Education

High school education or GED

Tools

MS Office

Database software

Job description

OnPath Credit Union in Kenner, LA is seeking a Financial Advocate to build strong member relationships, offer personalized financial solutions, and identify opportunities to improve members' financial health.

As a frontline team member, you will process transactions, promote CU products, and help members navigate accounts and loans while upholding regulatory standards and the credit union’s EPIC values.