Financial Advocate 2 (Traditional) - Richland, GA
About The Position
The Financial Advocate (teller) focuses on developing and enhancing member relationships. This position assists members with opening a wide variety of products and services, processing card disputes, assisting with electronic devices, outbound sales calling, and other tasks to further deepen relationships. The successful candidate must possess a good understanding of Credit Union operations, products and services, and related legal and regulatory requirements. He/She must be well organized and able to multi-task in a fast-paced sales and service environment. They must possess excellent computer and technology skills, communication skills, and have the ability to work effectively in a team environment.
Requirements
- Good understanding of Credit Union operations, products and services, and related legal and regulatory requirements
- Well organized and able to multi-task in a fast-paced sales and service environment
- Excellent computer and technology skills
- Communication skills
- Ability to work effectively in a team environment
Nice To Haves
- Previous experience in a sales and service environment within a financial institution
Responsibilities
- Assists members with opening a wide variety of products and services
- Processing card disputes
- Assisting with electronic devices
- Outbound sales calling
- Deepen relationships with members
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
51-100 employees
