Member Financial Wellness Advisor

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

Benefits offered by this job

Competitive compensation

Benefits package: medical, dental, and

401(K) plan

Paid vacation, wellness, sick time

Job summary

OnPath FCU in Louisiana seeks a Financial Advocate to deliver exceptional member service, build lasting relationships, and identify opportunities to improve members' financial situations. The role emphasizes accurate transactions, cash handling, and promoting credit union products.

You will work with a team in a mission-driven environment, with incentives based on performance. The company highlights competitive compensation and a comprehensive benefits package.

Qualifications

• Up to 6 months of similar or related experience, including preparatory experience.
• Experience in a sales and/or customer service environment.
• High school education or GED

Responsibilities

• Greet and assist members with a friendly, professional demeanor.
• Process deposits, withdrawals, transfers, loan payments, and other transactions correctly.
• Cross-sell products and refer loans to appropriate departments.
• Understand and explain credit union products and services to members.
• Maintain knowledge of OnPath's offerings to provide timely recommendations.

Skills

Sales

Customer service

Education

High school education or GED

Tools

MS Office

Job description

OnPath FCU in Louisiana seeks a Financial Advocate to deliver exceptional member service, build lasting relationships, and identify opportunities to improve members' financial situations. The role emphasizes accurate transactions, cash handling, and promoting credit union products.

You will work with a team in a mission-driven environment, with incentives based on performance. The company highlights competitive compensation and a comprehensive benefits package.