Job Openings: Financial Experience Advocate - Atlanta
| Location of Position: | Atlanta, MI |
| Salary: | Negotiable - based on experience |
| Days: | Monday through Friday with some Saturdays |
Duties:
Advises new and existing members with their financial wellness needs, opens and closes individual membership accounts, processes transactions, resolves account problems, and provides advice regarding other products and services of the Credit Union. Follow the credit union mission and member promise statements.
Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution. Advise members on products and services that will meet their financial needs. Maintains accurate member account information and prepares required reports for management. Acts as liaison between members and various departments. Performs other job related duties as assigned.
Provide informed, prompt, and accurate service to all members and associates by greeting and waiting on members in a timely manner. Open individual accounts, certificates of deposit, and other Credit Union products or services in accordance with credit union policies and procedures, ensuring all related forms and documents are completed and filed/ scanned in a timely manner. Carry out assigned duties and responsibilities with minimal errors according to established credit union standards. Actively advise members on products and services to achieve or exceed 100% of all established individual, branch and credit union strategic performance goals. Resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties. Ensure compliance with all applicable Credit Union policies, procedures, and regulations. Maintain a professional work environment.
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