Member Experience Advocate - Universal - Colonnade Branch | Full-Time at Avadian Credit Union

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Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

21.0

Posted On

25 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Retail Banking, Loan Origination, Problem Solving, Relationship Management, Communication, Attention to Detail, Time Management, Teamwork, Financial Products, Credit Evaluation, Goal Driven, Fast Paced Environment, Computer Skills, Professionalism

Industry

Financial Services

Description

Description We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal position at our Colonnade branch. In this role, the Member Experience Advocate - Universal will serve as a full-service liaison between the members and the Credit Union. The Member Experience Advocate – Universal will perform transactions, open accounts, resolve issues, originate loans, and manage the lobby. In this role, the Member Experience Advocate - Universal will be offering members a personal experience from the moment they enter the branch, to the moment they leave. Functions and Responsibilities: Responsible for rotating branch duties, including paying and receiving functions. Responsible for accurately processing and adhering to Avadian’s Operations and Protocols. Cultivate member relationships and use retail strategies along with Avadian’s Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of financial products and services. Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities. Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options. Support the branch member retention and relationship expansion through regular contact with existing and potential members. Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. Maintain a thorough knowledge of Avadian’s client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports. Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations. Explain reasons for denials and explore options for members when accounts are denied. Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's. Balance the branch vault, CDM, and ITC, as necessary. Fill in at other branches as needed. Prompt and regular attendance is required. Perform other duties as assigned. Requirements Experience Required: One to three years of retail banking experience. Sales quota experience or sales management experience. Education: A high school diploma or GED. Other Requirements: Must be comfortable providing needs based solutions to members. Must have a competitive nature and be goal driven. Must have the ability to work in a fast paced environment. Must have the ability to use online computer systems, organize transactions and accurately manage large sums of money. Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism. Position will require employee to work on Saturdays from 8:45 a.m. until 12:30 p.m. Rate: $21 per hour + Comprehensive Benefits Package Please note - submitting a resume does not guarantee any future action by Avadian Credit Union. Avadian Credit Union is an Equal Opportunity Employer

Responsibilities

The Member Experience Advocate - Universal serves as a full-service liaison between members and the Credit Union, performing transactions, opening accounts, resolving issues, and managing the lobby. This role focuses on providing a personal experience to members from entry to exit of the branch.