Member Advocate (Universal Banker)

Sales & Product Promotion

• Greet and assist members in person and via phone, creating a welcoming and engaging experience
• Process routine financial transactions including deposits, withdrawals, transfers, and payments with accuracy and efficiency
• Participate in conversations with members to understand needs and recommend appropriate products and services
• Promote credit union products and services in alignment with branch goals
• Educate members on basic products, services, and digital tools

Member Experience

• Maintain accurate and complete member records across systems
• Navigate multiple systems to complete transactions and support workflow demands
• Escalate more complex member needs to appropriate team member
• Open and maintain basic member accounts and support lending processes through basic loan application intake

Transaction Accuracy

• Verify member identity and documentation in accordance with established policies and procedures
• Utilize internal tools and leadership support to process account services and loan requests, developing the ability to independently handle both as proficiency increases

Relationship Building

• Contribute to sales, service, and operational metrics

Requirements

• Commitment to an exceptional member experience
• High School Diploma or equivalency
• 1-2 years of customer service, retail, or banking experience preferred
• Strong communication skills and willingness to learn