Financial Advocate- Floater; Northshore

Join to apply for the Financial Advocate
- Floater (Northshore) role at OnPath Credit Union
.

Position is on‑site, receiving $17.00 – $20.00/hr depending on skills and experience.

• $17.00/hr – $20.00/hr

Your primary role involves building relationships with our members, offering personalized solutions, and identifying opportunities to help them achieve financial success. You will work in a sales‑driven environment and collaborate with team members who enjoy what they do.

As a dedicated member of the OnPath FCU team, the role performs a variety of tasks that provide cost‑effective financial services for the benefit of our members.

• Travels to any branch within the assigned region
• Greets and assists every member with a friendly, positive, and professional demeanor
• 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 members to cross‑sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans
• Recommends appropriate mortgage and commercial loans to the appropriate departments
• Communicates credit union products and services and meets referral and sales goals
• Interprets credit reports to offer the best solutions to members
• Efficiently processes loan documents
• Assists with branch opening and closing procedures, prepares currency, verifies cash drawers, and maintains a clean work environment
• Participates in training sessions and team meetings to stay informed about policies and procedures
• Adheres to all credit union policies, procedures, and regulatory requirements; follows security procedures; reports suspicious activity
• Completes all other duties as assigned

• Up to 1 year of similar or related experience, including preparatory experience
• Experience in a sales and/or customer service environment

• High school education or GED

• Professional courtesy and tact are essential; work involves personal contact with customers and others

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

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