Routing #272476433

A

2024 AAACU Team Photo

Job Openings: Financial Experience Advocate - Rogers City

Location of Position:Rogers City, MI
Salary:Based upon experience
Days:Monday thru Friday - some Saturdays
Hours:40 hours per week

Duties:

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. Advises 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.

Requirements:

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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