Financial Advocate- Floater; Southshore

Financial Advocate - Build Relationships. Drive Results

We are looking for an experienced Financial Advocate (branch banker). Starting pay is $21.00/hour plus incentives. Financial Advocates have the opportunity to grow within the organization and earn a sign‑on bonus of $1,000.00 after successfully completing 90 days with OnPath.

• Identify opportunities to support members’ financial goals.
• Recommend solutions that make a real difference.
• Build strong, lasting relationships.
• Work toward clear, measurable targets.
• Stay proactive and responsive.

• Member impact.
• Production and goal achievement.
• Consistent follow‑through.

• Enjoy working toward goals.
• Take ownership of results.
• Build trust quickly with others.
• Desire to grow and be recognized for performance.

• Conduct consultative conversations with members to identify cross‑sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans, and refer mortgage and commercial loan needs to appropriate departments.
• Effectively communicate product and service information and meet or exceed referral and sales goals set by the branch.
• Understand and interpret credit reports to offer optimal solutions.
• Process loan documents efficiently.
• Assist with branch opening and closing procedures as needed; support operations by performing administrative tasks and maintaining a clean, organized work environment.
• Participate in training sessions and team meetings to stay informed about policies and procedures.
• Have up to 6 months of similar or related experience, including preparatory experience.
• Preferable experience in banking, retail, or direct sales environments.

• High school education or GED.

• Professional courtesy and tact; ability to engage customers and others with routine matters, providing and receiving information or instructions, updating or referring as needed.

• Knowledge of federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility. Proficiency with database software and the MS Office suite.

The physical demands described are representative of those required for this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties include sitting, handling objects up to 5 pounds regularly and up to 25 pounds frequently, standing, walking, using hands and arms, viewing customer information, and talking or hearing.

Must be able to routinely perform work indoors in a climate‑controlled shared work area with minimal noise.

Must perform job functions independently or with limited supervision; effectively handle basic mathematics, spelling, and computer basics. Must deliver information clearly, handle diverse personalities, maintain high customer service, manage multiple priorities, exercise discretion on confidential matters, cope with deadlines and require extreme accuracy and quality, perform at a fast pace.

Nothing in this position description is an implied contract for employment. The description is intended to be an accurate account of essential functions and is subject to change. Reasonable accommodations may be made for individuals with disabilities.

OnPath FCU is an EOE/M/F/Disability/Veteran.