Member Advocate Expert

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Full Time Gulf Breeze, FL, US

3 days ago Requisition

Salary Range: $22.75 To $25.50 Hourly

About Gulf Winds

Service Beyond Banking - At Gulf Winds, we are forward-thinking and team-oriented. We recognize and reward service that exceeds our members' expectations and, most importantly, have fun while working hard and impacting our community. We're looking for driven professionals who are passionate about service, fueled by purpose, and guided by core values of Integrity, Care, Growth, and Innovation

Our Values

Integrity

We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care

We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth

We set ambitious goals, provide personal development opportunities, and encourage results.

We challenge the status quo to enhance the member's experience and solve tomorrow’s challenges today.

We Invest in Our People

We offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance. Benefits include 11.5 paid federal holidays, PTO starting at 18 days for new hires, 16 hours of paid volunteer time, competitively priced medical insurance, and dental and vision coverage with 100% of individual premiums paid by Gulf Winds. Team members also receive employer-paid life insurance, short-term disability coverage, a 401(k) with company match, an employer-funded pension plan, flexible spending accounts, tuition reimbursement, and wellness programs.

Working at Gulf Winds

Working at Gulf Winds is not just a job, it's a career. We're hiring collaborative, motivated people who want to love what they do. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

This position supports Gulf Winds' mission/vision by serving members, utilizing Gulf Winds' core values, strategies, and best practices to provide an experience beyond the members' expectation. The Member Advocate Expert (MAX) will welcome members in the branch while providing superior and professional services that promote Gulf Winds' financial solutions and security. The person in this role will ensure that members needs are fulfilled by understanding the members' financial needs and recommending the most appropriate solution that fulfills immediate and future financial needs.

A MAX will accurately and efficiently process a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions. The person in this position will work with team members to provide optimal service to our members in the Branch Manager's or Assistant Branch Manager's absence. In addition to hourly income, this position has an incentive program that gives the employee the opportunity to earn additional compensation.

Approaches, greets, and welcomes members into the branch, establishes relationships while understanding member needs by asking appropriate questions and recommends the best solution to strengthen the member's financial well-being. Engages members in conversation and delivers an exceptional experience at all touch points and zones within the member journey of the branch. Educates members on Gulf Winds and its' offerings including all lines of business.

Serves as the liaison and stand in for branch employees and members in the absence of the Branch Manager or Assistant Branch Manager.

Establishes new relationships, opens new accounts, takes and processes both consumer and HELOC/HELOAN loan applications. Develops effective service and sales strategies to promote products and services to meet or exceed individual and team-based goals. Utilizes marketing, digital, branding elements, and all technology to engage members in conversation and needs discovery. Creates and delivers an…