Member Success Advocate ; Float

Radi Fi Credit Union (formerly Jax Federal Credit Union) is seeking a Member Success Advocate to serve as a resource within the branch network for new and existing member accounts, along with teller transaction needs. Maintains extensive knowledge of all products and services to promote, refer and cross sell through a consultative needs-based approach. Perform a broad variety of member service and account opening processes.

Follows member service procedures and standards to ensure consistency and the highest quality service is met. Develops extensive knowledge of all Credit Union deposit products/services. Work in a float capacity, traveling throughout the branch network as needed.

Location:

Various branch locations. The associate will travel throughout the branch network filling in as branch support. Reliable transportation, a valid driver's license and auto insurance are needed for this role.

Status:
Full-time (approximately 40 hours per week)

• Responsible for greeting members, representing the Credit Union to the member in a courteous and professional manner, providing prompt, efficient, and accurate services in any area needed.
• Consistently models Radi Fi Credit Union Service Standards and Retail Behaviors in every interaction. Responsible for greeting members, representing the Credit Union to the member in a courteous and professional manner, providing prompt, efficient, and accurate services in any area needed. Follow up with member with problem resolution issues to provide support or closure to member situations.
• Present Radi Fi products and services to meet member needs for financial success. Responsible for offering Credit Union products and services to members; must have adequate knowledge to present them in a positive, professional manner, answering any questions the member may have.
• Assist in the growth of business lines that require referrals to grow such as Investment Services, Mortgages, and Business Services. Meet assigned referral goals.
• Attend outside business development activities and sales prospecting events as assigned, as well as conduct outbound calling campaigns and sales calls as assigned.
• Apply Member Success Advocate training in cross selling techniques and applying Radi Fi service and sales standards. Model required behaviors in every interaction with the member.
• Learn all of the Credit Union's product offerings, assisting members with the creation and maintenance of their online profiles.
• Fully functional as an opener and closer of the branch. Responsible for remaining at the office after closing, as necessary, to ensure all balancing is complete for the branch.
• Assist members with service inquiries that include debit cards, fraud, and dispute requests, stop payments, unauthorized ACH requests, deposit product rate reviews, name record file maintenance items, online banking and IRA withdrawals and maintenance.
• Assist with maintaining, securing, and balancing cash machines not limited to ATM’s, cash recyclers, cash dispensers, and all work involved in transactions; including monetary transactions behind the Service Line. Responsible for the decision on accepting negotiable instruments for cash, deposit or payment or seeking approval when needed.
• Thoroughly knowledgeable on all digital products and services and possess the ability to competently explain and assist members in the setup and use.
• Maintains a positive team environment by cooperating willingly with other employees who request assistance and requesting assistance also if needed.
• May be responsible for opening and closing of safe deposit box and provide Notary Services for members.
• Attend all meetings, training sessions and other duties as assigned.