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At OnPath Federal Credit Union, we share a passion for delivering exceptional service.
Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.
If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!
Voted eight years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:
Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.\
SCOPE:
As an E.P.I.I.C. Team Member of OnPath FCU you will play a vital role of delivering the member experience every day to over 50,000 members! Making a difference in peoples lives is just the start as you will be entrusted with the knowledge of how to help them with their finances while contributing back to the community you live in.
Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.
PRIMARY FUNCTIONS:
If you are reading this job description, we want you to know that at OnPath Federal Credit Union we look for team members who love to learn, have a passion for helping the people in their community, passionately display a desire to build rapport, offer personalized financial services, and expand relationships with members. Quite honestly, if this is not you, then our experience tells us that you are going to struggle with this new career choice.
As a Universal Financial Advocate, it will be your responsibility to create a memorable experience for each member that you encounter. You will be expected to set the standard of service during each interaction that makes the member feel respected and important.
There will be times where you will need to take ownership for your members needs from the time that a member enters a branch, calls on the telephone, or interacts with the credit union digitally, by personally assisting them or directing then to a Lending Advisor.
You will have the opportunity to set a standard of service for our members from the time you answer a call, interact via secure chat, or respond to an email. You will have to work hard to achieve your goals and understand the metrics we use in measuring our performance. That hard work will pay off as you find yourself being supported by a team that looks to help you become successful and then celebrate those successes with you both financially and at various celebrations during the year!
Each time you assist a member by answering questions, educating on processes and procedures, solving problems, and correcting errors, they create lasting impact and empowerment in our members, thus supporting our mission of being financial advocates for our members and the communities we serve. We also need your help with creating experiences by providing engaging member service to our members virtually through the Interactive Teller Machine (ITM) Its a really cool new technology! All this includes but is not limited to handling requests for balance information, transfers, deposits, loan payments, account research, product information, and member service on deposit and loan accounts. All these responsibilities will be new skills for you to learn and master as your career grows.
Finally, you will be challenged to seek out opportunities to expand our member's relationship with the Credit Union through member education as well as product and service solutions tailored to each member's needs. This role provides you with the support to be able to handle requests of varying degrees of complexity; some routine in nature and others that require more extensive research and problem resolution skills to identify and resolve issues. (You are going to feel a lot smarter and impress your friends when you get this skill set mastered!)
Please do not take this position likely as we are very serious about the work we do and the opportunity to impact members lives. All said, you will be challenged to be flexible and work hard every day knowing that great personal satisfaction and different rewards will be the outcome.
You are starting a whole new career path!
Lets talk quickly about your future. This opportunity is a great place to start or spend 20 years serving members. Thats up to you. The financial industry credit unions and banks, are full of opportunity. As you find success as a Universal Financial Advocate you will be preparing your self for such opportunities as:
KEY AREAS OF RESPONSIBILITY:
We are going to be honest. There is a lot here to think about. Take a close look at all your new responsibilities and the opportunity to grow professionally. Dont forget, we are here for you. Your success is our success and most importantly that translates into an impactful organization as we serve our members.
You can do this!
All the stuff we do for our members and need your help include:
Community: (We all here at OnPath love to give back to our community!)
BASIC REQUIREMENTS: (Just some general skills you need to have to be successful!)
And now some stuff that is just important for you to know about your new opportunity!
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OnPath FCU is an EOE/M/F/Disability/Veteran
Full Time
$37k-47k (estimate)
01/11/2024
06/30/2024