Digital Member Advocate

Digital Member Advocate

Location: Corporate Office in Metairie, LA

Job : 415 | # of Openings: 4

The hourly range for this position is $17.00 to $23.77 based on skills and experience. This position is classified as On-site.

Responsible for handling a variety of member service calls in a prompt and courteous manner. Resolves member questions and problems regarding accounts, orders, payments, products, and services. Completes and maintains related reports, records, and files. Cross-sells products and services and supports all functions within the Contact Center.

• Actively promote and cross-sell credit union products and services by recognizing member needs and matching services and products.
• Keep members informed of Credit Union services and policies, including types of available accounts, interest rates, payroll options, and other related services.
• Presents and explains Credit Union services and products to members and assists in meeting their financial needs.
• Encourage prompt resolution of members’ requests and questions, maintaining privacy of member account information.
• Perform member transactions, file maintenance and account changes as needed adhering to Credit Union policies and procedures.
• Complete required reports and records accurately and promptly.
• Communicate and coordinate with co‑workers, management, directors and committee members, upholding confidentiality and discretion at all times.
• Ensure the Credit Union’s quality reputation is maintained and projected; support marketing promotions and performance goals.
• Maintain professional grooming and appearance in compliance with Uniform Policy.

• Experience: Six months to two years of similar or related experience, including time spent in preparatory positions.
• Education/Certifications/Licenses: High school degree or GED required.
• Interpersonal
  
  Skills:
  
  Courtesy, tact, and diplomacy essential; ability to provide personal contact, give and obtain information, advise or refer, with shorter discussions.
• Other
  
  Skills:
  
  Must be able to routinely perform work in a remote environment meeting the Telecommuting & Remote Access Standards; proficiency in computer applications and business equipment; ability to learn new programs; excellent written and oral communication; perform non‑complex arithmetic calculations.

• Physical Requirements: Required to sit, use hands to handle or feel objects and a computer keyboard, reach with hands and arms, talk and hear, walk, and occasionally lift 25 pounds; vision abilities including color and texture perception and ability to adjust focus.
• Working Conditions: Must be able to routinely perform work indoors in a climate‑controlled shared work area; noise level usually moderate.
• Mental and/or Emotional Requirements: Must work effectively alone or as part of a team; follow instructions; speak and deliver information clearly; perform basic mathematical calculations with extreme accuracy; handle calmly and professionally with diverse personalities at various levels; maintain composure under deadline pressures; handle multiple priorities; exercise highest level of discretion on confidential matters.

OnPath Credit Union provides equal employment opportunities (EE0) to all employees and applicants for employment without regard to race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetics, veteran status or any other protected status.