Financial Advocate ; ITM - Albany, GA

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Full Time Sales Albany, GA, US

5 days ago Requisition

Salary Range: $23.89 To $29.87 Annually

Department:
Retail Sales and Service

Classification:
Non-Exempt/Grade 10

Approved By:
Kellie Eldridge

Position

Reports To:

Financial Center Manager

Positions Supervised: none

All team members work toward a common purpose to Brighten the Financial Future of the Communities We Serve. Each employee supports our members by promoting and offering relevant services and products to meet their diverse needs. We deliver outstanding service by embracing our core values of Integrity, Collaboration, Accountability, Passion, and Self-Improvement.

Responsible for living our Five Star core values and service standards and promoting and selling Five Star products and services that meet our members’ financial needs.

1. Assumes responsibility for the effective and professional performance of Service Center Operations and Security.

• Assumes responsibility for tasks assigned related to the effective and efficient performance of service center operations.
• Ensures all established policies and procedures are followed.
• Ensures all job responsibilities are conducted in accordance with legal and regulatory requirements.
• Adheres to work schedules of daily routine operations.
• Adheres to scheduled ITM balancing, settlement and cash maintenance following all security protocols and procedures.
• Ensures all transactions are balanced at the close of each day.
• Accountable for the handling of cash and follows all related policies and procedures.
• Ensures service center security by following prudent safety and security measures.
• Opens and closes the building in accordance with set hours.
• Assumes responsibility for tasks associated with testing security equipment in conjunction with the service center audit process.
• Follows the Five Star Branch Model with clean, organized workspace, and general cleanliness of service center.
• Follows weekly schedule and monitors hours to not exceed 40 hours without approval from manager.

2. Assumes responsibility for maintaining Service Standards.

• Ensures members are promptly and professionally served in accordance with our Five Star Core Values and Service Standards.
• Ensures Five Star Branch & Brand standards are adhered to.
• Educates members on the full range of products and services that meet their financial needs.
• Provides assistance with account opening, loan requests, account maintenance and problem resolution.
• Provides education to members on financial wellness and credit building.
• Ensures members' requests and questions are promptly resolved.

3. Assumes responsibility for providing products and services to meet the financial needs of members.

• Focus on growth goals through living our purpose statement by uncovering ways we can help our members improve their financial wellbeing through conversation and providing products and services that fit their needs.

b. Accountable for assigned growth goals and objectives.

c. Inform the manager of potential obstacles in obtaining growth goals.

4. Assumes responsibility for self-development.

• Work with manager to develop career path goals and set continuing education through appropriate certifications.

5. Promotes Five Star’s Purpose in the Communities We Serve.

a. Participates in various Five Star events that support community education and financial health.

b. Ensure Five Star’s quality reputation is maintained and protected by modelling and living out our Core Values and Service Standards.

Education/Certification:

High school graduate or equivalent. College courses or degree preferred.

Valid driver’s license.

Preferred knowledge of fundamentals of the financial industry or related field.

Prefer at least 3-5 years of experience in a financial institution or related industry.

Strong interpersonal and natural leadership skills. Strong work ethic and teamwork.

Well organized and able to…