Traveling Financial Advocate — Build Member Wealth & Solutions

OnPath Credit Union; Harahan (LA); Vor Ort; USD 35.360 - 42.129; Vollzeit

Benefits dieser Stelle

Competitive compensation

Benefits package: medical, dental, 401

Paid time off

Zusammenfassung

OnPath Credit Union is seeking a Financial Advocate- Floater (River Parish) to build relationships with members, promote products, and travel between branches within the region. This role emphasizes exceptional service, cross-selling opportunities for checking, loans, credit cards, and mortgages, and staying informed about OnPath’s offerings.

The position is on-site with competitive compensation and a comprehensive benefits package, including medical, dental, life insurance, and a 401(k).

Qualifikationen

• Up to 1 year of similar or related experience is preferred.
• Experience in a sales and/or customer service environment.

Aufgaben

• Travel to branches within the assigned region to assist members.
• Provide exceptional member service and cross-sell products and services.
• Process transactions accurately and promote credit union offerings.
• Assist with branch operations and maintain a professional demeanor.

Kenntnisse

Sales

Customer service

Relationship building

Financial products

Ausbildung

High school diploma or GED

Tools

MS Office

Jobbeschreibung

OnPath Credit Union is seeking a Financial Advocate- Floater (River Parish) to build relationships with members, promote products, and travel between branches within the region. This role emphasizes exceptional service, cross-selling opportunities for checking, loans, credit cards, and mortgages, and staying informed about OnPath’s offerings.

The position is on-site with competitive compensation and a comprehensive benefits package, including medical, dental, life insurance, and a 401(k).