POSITION SUMMARY

The Member Advocate is responsible for providing transactional and information services to credit union members while achieving sales goals.

POSITION RESPONSIBILITIES

Sales:

• Cross sell financial products or refer members to professionals who can assist them.
• Meet or exceed specific individual monthly referral goals.
• Promote and recommend various credit union products such as consumer loans, deposits, mortgages, investments, credit cards, and various electronic services.
• Respond to questions from the members regarding services we provide in a professional friendly manner.
• Attend required sales, services, and department training classes to enhance skill level.
• Additional duties assigned.

Operational:

• Complete deposit, withdrawal, and services transactions with accuracy and efficiency while following all security procedures.
• Always maintain member confidentiality by verifying all necessary signatures, endorsements, and proper photo identification.
• Maintain appropriate cash drawer supply while staying under set limits.
• Verify and balance currency, coin, and checks in cash drawer at end of shift.
• Process and accurately balance member transactions such as: daily mail, night depository, and ATM.
• Order checks through Liberty Check Processing.
• Order, reorder and maintain check cards for members.
• Enroll/modify payroll allocations and ACH per member request.
• Complies with all aspects of BSA/AML and OFAC regulations as it relates to this position.
• Maintain a professional image of the credit union in dealing with members: provide friendly, helpful assistance, upgrade knowledge of financial products and protect member confidentiality.
• Saturday hours are required on a rotating basis, may be asked to work at other Verve Branch locations as needed to meet staffing needs.
• Additional duties assigned.

*This position is Full Time 30-32 hours per week with rotating Saturdays*

EDUCATION AND EXPERIENCE

• High school diploma or equivalency, or currently enrolled in high school. Previous cash handling and/or retail experience preferred.

KEY COMPETENCIES

• Able to read and interpret policy and procedures.
• Learn and know product offerings. Stay abreast of new products and services.
• Effective written and verbal skills.
• Basic computer skills, use of standard keyboard, mouse and common software packages.
• Accurate math skills, ability to calculate figures and amounts such as cash denominations.
• Ability to use basic 10-key calculator.
• Complies with all Federal and Credit Union regulations as it relates to this position.
• Requires an outgoing, friendly, and enthusiastic team orientated personality.
• Yearly completion of all on-line compliance training as defined by Management.
• Work at a fast pace, attentive to details and quick and accurate in handling them.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

• Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
• Physical Requirements: Ability to sit or stand at a desk the majority of the workday; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch. The employee may occasionally lift and move up to 30 pounds.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.