Financial Advocate; Harahan

At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions, and identifying opportunities to help them achieve financial success. If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!

Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:

• Competitive Compensation
• Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan
• Paid Vacation, Wellness, Sick Time, and more

Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are. We have open Financial Advocate positions with the initial salary of $17.00 to $19.81/hour, with consideration for skills and experience. Financial Advocates have the opportunity to grow within the organization to the position that becomes their passion.

As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that, in partnership with the surrounding departments, provides cost‑effective financial services for the benefit of our members, who are our primary focus. Our core values make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other, Passionate about the financial growth and success of our members, Innovative in our ideas and goals to remain at the top of our class in financial services, and Integrity is not an option.

We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.

The Financial Advocate is responsible for providing exceptional member service by having genuine and positive interactions with our members to handle routine transactions and assess best products and services to improve their financial situation. This role involves accurately processing transactions, maintaining cash integrity, and promoting the credit union’s products and services. The Financial Advocate serves as a front‑line representative, ensuring a positive member experience in a fast‑paced, product‑and‑service‑promoting environment.

The Financial Advocate assists employees and all appropriate internal credit union partners, conducts daily business interactions, maintains constant alignment with OnPath’s mission, culture, and core values, and encourages others to act with those values in mind. The Financial Advocate demonstrates initiative and sound judgment in the absence of specific direction from management, ensures value through decision making that supports credit union goals and interests, and passionately displays a desire to build rapport and expand relationships with all members both internally and externally.

He or she stays informed on OnPath’s products and services to provide the right recommendations to the right members at the right time and promotes a positive image of the credit union to peers, members, and communities we serve.

• Greets and assists every member with a friendly, positive, and professional demeanor.
• Possesses a genuine passion for helping people.
• Accurately processes deposits, withdrawals, transfers, loan payments, and other transactions; researches, troubleshoots, and resolves member and internal inquiries regarding policies, practices and products.
• Conducts consultative conversations with our members to cross‑sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans and refers mortgage and commercial loans to the appropriate departments.
• Communicates information on credit union products and services and meets or exceeds referral and sales goals set by the branch.
• Understands and interprets credit reports to offer the best solutions to our members.
• Efficiently processes loan documents.
• Assists with branch opening and closing procedures as needed; prepares currency and coin for shipment; verifies cash drawers, currency…