Member Experience Advocate - Universal - Madison Branch

Member Experience Advocate – Universal – Madison Branch

Location:

Madison, AL

We are looking for an energetic, driven, service-oriented individual to fill our Member Experience Advocate - Universal position at our Madison branch
. In this role, the Advocate will serve as a full-service liaison between the members and the Credit Union, providing needs-based solutions, performing transactions, opening accounts, resolving issues, originating loans, and managing the lobby to offer members a personal experience from the moment they enter the branch to the moment they leave.

• Responsible for rotating branch duties, including paying and receiving functions.
• Responsible for accurately processing and adhering to Avadian's Operations and Protocols.
• Cultivate member relationships and use retail strategies along with Avadian's Preferred Way of Selling to develop sales leads and provide needs-based solutions to members from Avadian's full range of financial products and services.
• Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities.
• Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options.
• Support the branch member retention and relationship expansion through regular contact with existing and potential members.
• Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures.
• Maintain a thorough knowledge of Avadian's client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports.
• Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations.
• Explain reasons for denials and explore options for members when accounts are denied.
• Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's.
• Balance the branch vault, CDM, and ITC, as necessary.
• Fill in at other branches as needed.
• Prompt and regular attendance is required.
• Perform other duties as assigned.

Experience

Required:

• One to three years of retail banking experience.
• Sales quota experience or sales management experience.

Education:

• A high school diploma or GED.

Other Requirements:

• Must be comfortable providing needs-based solutions to members.
• Must have a competitive nature and be goal driven.
• Must have the ability to work in a fast-paced environment.
• Must have the ability to use online computer systems, organize transactions and accurately manage large sums of money.
• Must have excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.

$21 per hour + Comprehensive Benefits Package

Avadian Credit Union is an Equal Opportunity Employer.

Please note:

submitting a resume does not guarantee any future action by Avadian Credit Union.