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Universal Financial Advocate - Northshore Area
OnPath Federal Credit Union
Covington, LA | Full Time
$39k-52k (estimate)
2 Months Ago
Universal Financial Advocate - Northshore Area
OnPath Federal Credit Union Covington, LA
$39k-52k (estimate)
Full Time 2 Months Ago
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OnPath Federal Credit Union is Hiring an Universal Financial Advocate - Northshore Area Near Covington, LA

Job Details
DescriptionSCOPE: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 people’s 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 member’s 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
  • Greeting members, routine tasks such as processing deposits, withdrawals, and accepting payments.
  • Fully understands how to properly complete documents for accuracy as it relates to account opening, loan closing, IRAs, disputes, account changes, and any other form related to membership changes.
  • Keep your leader up to date of needs and or issues that may arise.
  • Can work to achieve goals that are set by the organization, individually and collectively.
  • Resolves member issues following procedures and processes in place but will use initiative and judgment in the absence of specific direction from management.
  • Responsible for taking ownership of the member experience and finding a resolution for our member and can judge whether and member interaction, whether in person or by phone, needs to be escalated for it to be resolved. Follows escalation path to maximize efficiency.
  • Has working knowledge of online/mobile banking, bill payer, XP2, debit card and credit card services.
  • Maintain the security of the work area and keep it organized and neat in appearance and maintains knowledge of state and federal regulations that guide compliance regarding transactions.
  • Answers the secure chat lines and interacts with members in a professional manner.
  • Helps answer member service emails using existing protocols.
  • Encourage and develop cooperation among peer members to ensure a "team effort" and commitment to the established Service Expectations.
  • A Financial Advocate is perceived as a positive role model. Leads by example, takes initiative, and is open to change.
  • Help create a positive and consistent attitude by owning issues and following up when necessary.
  • Participate in continuing education as approved by your leader.
  • Holds self and others accountable for professional and ethical behavior as defined by OnPath Federal Credit Union’s mission, culture, and values. Continually works to expand knowledge of what goes on in other parts of the credit union.
  • Communicates with clarity and direction, and provides frequent exchange of direct, consistent, constructive feedback. Resolves conflict, recommends solutions, and monitors their progress. Maintains positive relationships, shares credit for accomplishments, celebrates success of others, and takes responsibility for mistakes.
  • Promote and maintain a positive image of the credit union to peers, members, and the community.
  • Maintain professional, respectful, persuasive communication and a courteous attitude when working with internal and external members.
  • Keeps promises and commitments, earns and maintains trust of others by acting consistently with words and actions. Is seen as direct and truthful by providing straight, honest feedback. Keeps confidence, and is dedicated to the highest standards of integrity, honesty, and trust.
  • Abides by OnPath FCU’s commitment to a Sales and Service Culture. Works toward meeting sales goals and service commitments (Score Cards), and external and internal core behaviors.
  • Agrees to stay informed on OnPath’s products and services to provide the right product to the right member at the right time for the right reasons.
  • Participate in community outreach by volunteering to work at the different volunteer opportunities presented throughout each year.
  • And a bunch of other stuff as we are constantly coming up with new ideas. (This is where we say, “Other duties as assigned!”)
Community: (We all here at OnPath love to give back to our community!)
  • Participate in community outreach by volunteering to work at the different volunteer opportunities presented throughout each year.
  • Actively market SEG membership to businesses in the branch manager’s immediate territory. Participate in SEG sign ups with Business Development as needed.
BASIC REQUIREMENTS: (Just some general skills you need to have to be successful!)
  • It’s important that you have an established history of working well with others.
  • We need you to have done well in school with excellent oral and written communication skills. You must possess the ability to read and write effectively.
  • You are going to need strong problem-solving skills.
  • Getting along with your team members is a must! This means you should have the interpersonal skills necessary to relate to and empathize with others.
  • While we get a lot of holidays off and you get paid vacation time you must be available to work Monday thru Saturday with some flexibility. We must be available when our members need us.
  • We would like you to have a high school diploma, some college preferred; and previous sales and customer service experience with a proven track record of success in selling and cross-selling products and services.
  • In the first 90 days will ask you to have a successful completion of the credit union's training program. Don’t worry, we will help you!
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 ENVIRONMENTNothing 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

Job Summary

JOB TYPE

Full Time

SALARY

$39k-52k (estimate)

POST DATE

04/08/2023

EXPIRATION DATE

07/02/2024

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