Member Experience Advocate - Universal - Birmingham West Region

Overview

We are looking for an energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal (travel) position at various Birmingham Area branches including Hueytown, Hoover, Helena, Pelham and Vernon
. 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 provide needs based solutions to members, 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.

As if working with a fun team of highly talented professionals isn t enough, we also offer competitive salaries and a comprehensive benefits program. We don t want to brag or anything, but it s pretty top notch.

• 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.

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.
• Willingness to travel between described locations is required.
• Bilingual in Spanish a plus

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.