Member Experience Advocate - Universal - Birmingham Area

Member Experience Advocate – Universal (Birmingham Area)

Full‑time position at Avadian Credit Union.

We are looking for an energetic, driven, service‑oriented individual to fill the Member Experience Advocate – Universal (travel) position at several Birmingham Area branches including Colonnade, Greystone, Chelsea, Gardendale, and Homewood. In this role, the Advocate serves as a full‑service liaison between members and the Credit Union, providing needs‑based solutions, performing transactions, opening accounts, resolving issues, originating loans, and managing the lobby.

The Advocate offers members a personal experience from the moment they enter the branch to the moment they leave.

As a fun team of highly talented professionals, we also offer competitive salaries and a comprehensive benefits program. We don't want to brag, but it's pretty top notch.

• Rotate branch duties, including paying and receiving functions.
• Accurately process transactions and adhere 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 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 branch member retention and relationship expansion through regular contact with existing and potential members.
• Maintain a thorough knowledge of all Avadian products and services, their features, benefits, 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.
• Understand the consumer loan process, guidelines, and IRA requirements.
• 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.

• One to three years of retail banking experience (sales quota or sales management experience desired).
• High school diploma or GED.

• Comfortable providing needs‑based solutions to members.
• Competitive nature and goal‑driven.
• Ability to work in a fast‑paced environment.
• Proficiency with online computer systems, organization of transactions, and accurate management of large sums of money.
• Excellent written and verbal communication skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
• Position requires work on Saturdays from 8:45 a.m. to 12:30 p.m.
• Willingness to travel between described locations.
• Bilingual in Spanish is 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.