Talent Squad Advocate

Overview

REPORTS TO: Director of Branch Experience

SUPERVISES: None

EXEMPTION STATUS: Non-Exempt

PRIMARY FUNCTION: Provide exceptional experiences to our members by assisting with their financial needs and accurately processing account transactions in-branch and/or virtually, on-camera, through the Credit Union’s ITM (Interactive Teller Machine).

ESSENTIAL FUNCTIONS:

• Process all member transactions including deposits, withdrawals, loan advances and loan payments accurately.
• Balance currency, coin and checks at the end of each shift. Document all cash in and out; verify check amounts and signatures on negotiable items.
• Exercise good judgment and problem-solving skills to resolve issues and make on the spot decisions including exceptions, adjustments and overrides.
• Support members in overcoming concerns with new technology and promote benefits to ensure a positive experience and increase adoption rate.
• Actively participate and complete all required training that enhances one’s ability to perform their job.
• Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Follow credit union Member Privacy Policy and member identification procedures.

OTHER DUTIES/RESPONSIBILITIES:

• Must maintain a high level of professionalism, positivity, and friendliness in person and on camera to deliver an exceptional experience for each member.
• Ability to speak clearly, tactfully, effectively and with diplomacy to members, volunteers and employees at all levels of the organization (systems, documents, procedures, etc).
• Ability to accurately communicate via email, throughout systems, documents, and in person communication.
• Must be comfortable and maintain professionalism on camera with members. Maintain professional composure during all video transactions.
• Engage in behavior that aligns with the credit union’s cultural beliefs.
• Gain and retain a high-level knowledge of all TFCU products, policies and procedures.
• Maintain a professional businesslike appearance in accordance with TFCU Dress and Personal Appearance Policy.
• Adhere to TFCU’s attendance and punctuality policy.

• Education: High school diploma or its equivalent required.
• Experience: Three (3) years work experience required, preferably in customer service. Three (3) years cash handling experience required.
• Availability: Monday through Saturday, as scheduled.
• Physical Demands: The Physical Demands described here are representative of those that must be met by the person in this position to successfully perform the essential functions of the job with or without reasonable accommodation.
  • Sit, Stand, Walk and Bend:
    Regularly required to sit, stand, and walk. Bending is sometimes required to reach low cabinets and drawers.
  • Use of Hands/Fingers:
    To operate a computer, keyboard, mouse and other office machinery; frequently sit and reach with hands and arms.
  • Speech/Hearing:
    Frequent communication via phone and in person; able to talk to/hear members and educate them on products and services.
  • Lifting:
    Occasional lift up to 25 lbs.
  • Vision:
    Close and distance vision; ability to adjust focus; adapt to lighting for camera use.

Job descriptions are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment;

TFCU is an "employment at will" employer.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.