Financial Advocate Westwego

Position Overview

Financial Advocate – Westwego, LA. Job . Number of openings:
1. Hourly range: $17.00 to $19.81. This is an on‑site position.

Benefits include comprehensive healthcare, 401(k) matching, paid vacation, sick leave, mental wellbeing resources, and more. Competitive compensation.

• Medical, dental, life insurance, and 401(K) plan
• Paid vacation, wellness, sick time, and more

• Greets and assists every member with a friendly, positive, and professional demeanor.
• Conducts consultative conversations to cross‑sell opportunities such as checking accounts, personal and auto loans, credit cards, refinances, debt consolidation loans, and refers mortgage and commercial loans to appropriate departments.
• Effectively communicates information on credit union products and services and meets or exceeds referral and sales goals set by the branch.
• Understands and interprets credit reports to offer the best solutions to members.
• Processes loan documents efficiently.
• Assists with branch opening and closing procedures as needed and supports branch operations by performing administrative tasks and maintaining a clean and organized work environment.
• Participates in training sessions and team meetings to stay informed about policies and procedures.
• Adheres to all credit union policies, procedures, regulatory requirements, and security procedures, and reports any suspicious activity or potential security breaches to management.
• Completes all other duties as assigned.

Experience:

Up to 6 months of similar or related experience, including preparation in a sales and/or customer service environment.

Education:

High school diploma or GED.

Interpersonal:
Professional courtesy, tact, and the ability as needed to contact customers, providing and obtaining information or instructions in routine matters.

Technical:
Knowledge of, or ability to learn, federal, state, and local laws, statutes, regulations, codes, and standards related to the area of responsibility; proficiency with database software and the MS Office suite.

Physical demands:
Sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. Frequently required to stand and walk. Regularly lift and/or move up to 5 pounds and occasionally 25 pounds.

Working conditions:

Perform work indoors in a climate‑controlled shared work area with minimal noise; read and carry out written and oral instructions; perform basic mathematical calculations; speak clearly; handle multiple and changing priorities calmly; maintain discretion on confidential matters.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

OnPath FCU is an Equal Opportunity Employer – M/F/Disability/Veteran. OnPath Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, genetics, veteran status, or any other protected status.