Member Experience Advocate - Universal - Calera Branch | Full-Time

About the role

We are looking for an energetic, driven, service‑oriented individual to fill our Member Experience Advocate – Universal position at our New Calera Branch. In this role, the Member Experience Advocate – Universal will serve as a full‑service liaison between members and the Credit Union, providing needs‑based solutions, processing transactions, opening accounts, resolving issues, originating loans, and managing the lobby. The advocate will offer members a personal experience from the moment they enter the branch to the moment they leave. Working with a fun team of highly talented professionals, the position also includes competitive salaries and a comprehensive benefits program.

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

• One to three years of retail banking experience.
• Sales quota experience or sales management experience.
• High school diploma or GED.
• 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.
• Willingness to travel between described locations is required.
• Bilingual in Spanish is a plus.

Benefits

• Comprehensive benefits program.

Pay

$21 per hour

Schedule

Required to work Saturdays from 8:45 a.m. until 12:30 p.m.