Personal Financial AdvocateN

GENERAL SUMMARY

Under general supervision of the Mgr. Retail Service or Mgr. Asst Retail Services, perform duties related to member services and sales production; the development of Select Employer Groups and business expansion; acts as a financial advocate to members; and performs related work as assigned. This position will also fulfill member’s needs, complete standard teller transactions accurately and provide information on all products and services to members in a timely, courteous, and efficient manner.

Locations:
Rochester Greece, Rochester Henrietta, Webster Main.

• Knowledge of features and benefits of Credit Union or Banking products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs.
• Strong communication skills (written and orally)
• Basic computer skills needed for accurate data entry of member and loan account information, and to create and revise general correspondence.
• Effective interpersonal skills.
• Strong cash handling/customer/member service skills.
• Ability to analyze member’s financial needs and provide related information and/or data to demonstrate product and service benefits.
• Ability to listen, observe and interpret people and situations.
• Ability to analyze and solve problems.
• Ability to interact with staff, members and others encountered in the course of work.
• Ability to learn and apply new information or skills.
• Ability to perform highly detailed work on multiple, concurrent tasks.
• Ability to use math and apply mathematical reasoning and abstract statistical concepts.

Potential candidates for this position must meet the following requirements:

• A minimum of two years of credit union or banking experience preferably at a financial institution.
• 1–2-year experience in customer service and cash handling; or equivalent combination of education and experience.
• One year of relevant professional-level work experience may be substituted for one year of required education.

Are looking to join an organization that offers:

• Competitive Salary Structures
• Generous Incentive Plan
• Excellent Career Development Opportunity
• Medical, Dental, and Vision Insurance
• Flexible Spending Account / Health Savings Account
• Education Reimbursement / Student Loan Repayment
• Generous Paid Time Off program
• Company Matching 401k
• Generous Employee Discounts on Credit Union Services / Referral Bonus Programs
• Rewarding Community / Volunteer programs
• Employee Assistance Programs – EAP
• Total Wellness Programs
• Rideshare Programs
• Onsite Employee Gym & Cantina at Headquarters

Then this is the position for you!

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.