Member Advocate : Personal Financial Guidance

Overview

Role Responsibilities Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist with everyday transactions, build rapport, and support members in achieving their financial goals.

MEMBER ADVOCATE I Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist with everyday transactions, build rapport, and support members in achieving their financial goals.

Role Responsibilities Primarily responsible for performing internal control audits. Conduct routine monthly monitoring of defined key risk areas; perform on-site audits of branches and other credit union locations on a surprise basis; analyze audit program results and recommendations; follow up on corrective actions. Other responsibilities may include risk assessment and reporting related to internal controls.

Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist with everyday transactions, build rapport with members, and guide them toward appropriate financial solutions.

MEMBER ADVOCATE I Role Responsibilities Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist ...

Role Responsibilities Our Assistant Branch Manager supports the Branch Manager to provide a positive environment for the members and branch employees guided by our Service Standards. In addition, you will assist with branch training and daily operations.

TALENT DEVELOPMENT SPECIALIST I Role Responsibilities Design and deliver Credit Union training programs with primary focus on sales, products, services, processes, procedures, systems, and compliance.

Duties include:

• Design and Development: o Design a...

MEMBER ADVOCATE I Role Responsibilities Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist ...

Supervises:
None Role Responsibilities Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist w...

Supervises:
None Role Responsibilities Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist w...

Direct Loan Closer Role Responsibilities Create a consistent, positive member and staff experience by always exhibiting the Texas Trust Service Framework. Process and assign incoming electronic loan inquiries, seek out ways to enhance the loan document workflow, and ensure accuracy and compliance.

Responsible for satisfying member’s financial needs in the following areas:
• Answer inbound calls from members in a call center environment while maintaining a high level of professionalism.
• Follow the consumer identify verification process according...