Financial Advocate Traditional - Macon, GA

Five Star Credit UnionMacon, GA
$18 - $28Onsite

About The Position

The Financial Advocate 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 has experience in the financial industry with an understanding of 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

  • Experience in the financial industry
  • Understanding of operations, products and services, and related legal and regulatory requirements
  • Well organized
  • 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 consumer lending, sales and service environment within a financial institution

Responsibilities

  • Developing and enhancing member relationships
  • Assisting members with opening a wide variety of products and services
  • Processing card disputes
  • Assisting with electronic devices
  • Outbound sales calling
  • Other tasks to further deepen relationships

Benefits

  • Promoting and offering relevant services and products to meet diverse needs
  • Outstanding service delivery
  • Embracing core values of Integrity, Collaboration, Accountability, Passion, and Self-Improvement
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