Advocate (Universal Banker) - Branch Float

INOVA FEDERAL CREDIT UNION•Elkhart, IN

2d•Onsite

About The Position

INOVA Federal Credit Union is hiring a relationship-focused, member-driven Advocate (Universal Banker) for a floating role supporting multiple branch locations. The position helps improve members’ financial well-being by providing personalized service, identifying needs, recommending suitable financial solutions, and educating members about available products and services. The role supports branch staffing and operations across the branch network and requires flexibility to work with different teams and serve members at different locations. The position works closely with branch leadership and team members. Standard business hours are Monday through Friday, with rotating Saturdays as needed. Employees may occasionally be scheduled before opening or after closing to assist with branch operations. Applicants must be legally authorized to work in the United States. Employees are required to establish and maintain the applicable credit union membership savings account as a condition of employment, where required. INOVA describes the position as offering competitive compensation, a comprehensive benefits package, and opportunities for professional growth and career advancement.

Requirements

Strong customer service and relationship-building skills.
Excellent communication and interpersonal abilities.
Strong problem-solving and critical-thinking skills.
Strong attention to detail and organizational skills.
Ability to manage multiple priorities while maintaining accuracy and professionalism.
Flexibility and willingness to travel between assigned INOVA branch locations as operational needs require.
Ability to adapt quickly to different branch environments, teams, and member needs.
Ability to work independently while contributing to a collaborative team environment.
Positive attitude and passion for helping members achieve financial success.
Ability to obtain Notary Public certification, if required.
Applicants must be legally authorized to work in the United States.
Employees must establish and maintain the applicable credit union membership savings account as a condition of employment, where required.

Nice To Haves

Bachelor’s degree in Business, Finance, Accounting, Financial Services, or a related field preferred; an equivalent combination of education, training, and relevant financial services experience will be considered.
Previous experience in financial services, banking, lending, account services, retail banking, sales, or a related field preferred.
Experience with consumer lending, account opening, or financial products is a plus.

Responsibilities

Build relationships with current and prospective members through exceptional service and personalized financial guidance.
Identify member needs and recommend products and services aligned with their short- and long-term financial goals.
Open and service checking, savings, money market, IRA, HSA, and business accounts.
Assist members with consumer loan applications, credit cards, and other lending solutions.
Conduct loan closings and explain loan terms, documentation, and requirements.
Process deposits, withdrawals, transfers, loan payments, cashier’s checks, and other member transactions and account services.
Educate members about digital and mobile banking, debit cards, online banking services, and other available tools.
Assist with account maintenance, problem resolution, and service requests.
Identify opportunities to deepen member relationships through financial education and appropriate product recommendations.
Provide floating support across multiple branch locations based on staffing and operational needs.
Adapt to different branch environments, teams, and member needs while maintaining consistent service standards.
Build collaborative relationships with branch leadership and team members across the organization.
Maintain accuracy and attention to detail while following credit union policies, procedures, and regulatory requirements.
Support branch operations and complete additional assigned responsibilities.