Member Advocate I

JOB TITLE:                          Member Advocate 

REPORTS TO:                    Branch Manager 

SUPERVISES:                     None 

EXEMPTION STATUS:     Non-exempt 

Starting Hourly Rate: $21.00 

PRIMARY FUNCTION: Provide exceptional experiences by utilizing a consultative approach to handle every member need, from service to sales, with warmth and a collaborative spirit. 

ESSENTIAL FUNCTIONS: 

1. Perform cash handling and payment processing within established procedures and controls.


2. Establish new relationships and deepen existing member relationships through a needs-based selling approach, demonstrating industry leading service.


3. Process new account openings, loan applications/disbursals, and routine member maintenance requests accurately and efficiently. Refer loan products that will best meet member needs to help support branch growth and production goals.


4. Consistently demonstrate a commitment to advancing knowledge of sales techniques and product knowledge to better serve members.


5. Engage in behavior that aligns with TFCU’s cultural beliefs.


6. Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Follow credit union Member Privacy Policy and member identification procedures.


7. Maintain a professional businesslike appearance in accordance with TFCU’s Dress and Personal Appearance Policy.


8. Adhere to TFCU’s attendance and punctuality policy.

KNOWLEDGE, SKILLS AND ABILITIES: 

Qualifications:  

1. Knowledge of basic mathematical applications.


2. Proficiency of the English language, sentence structure, proper grammar and spelling of words.


3. Ability to speak using proper grammar to effectively communicate and convey business principles to members.


4. Ability to handle a variety of tasks and appropriately prioritize throughout a business day.


5. Knowledge of the Microsoft Office Suite products, specifically Outlook, Word, Excel and PowerPoint.


6. Basic knowledge of progressive technology.


7. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Availability: Monday through Saturday, as scheduled.

Physical Demands: The Physical Demands described here are representative of those that must be met by the person in this position to successfully perform the essential functions of the job with or without reasonable accommodation.

1. Sit, Stand, Walk and Bend: While performing the duties of this job, this position is regularly required to sit, stand, and walk about inside the branch. Bending is also sometimes required to reach low cabinets and drawers.


2. Use of Hands/Fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine, and printer. Additionally, this position is frequently required to sit and reach with hands and arms.


3. Speech/Hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and educate them on products and services offered at the credit union.


4. Lifting: The ability to occasionally lift up to 25 lbs. is required for this position.

Job descriptions are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment; TFCU is an “employment at will employer.”