Member Advocate I- Float

Gulf Winds Credit Union•Pensacola, FL

About The Position

This position supports Gulf Winds' mission/vision by serving members, utilizing Gulf Winds' core values, strategies and best practices to provide Service that Soars Above. Welcomes members in the branch and provides superior and professional service that promotes Gulf Winds' financial solutions and security. Ensures that member needs are achieved by understanding their financial needs and recommends the most appropriate product and service solutions that fulfill immediate and future financial needs. Accurately and efficiently processes a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions. In addition to hourly income, this position has an incentive program that gives the employee the opportunity to earn additional compensation.

Requirements

One year to five years of similar or related experience.
A high school education or GED.
Courtesy, tact and diplomacy are essential elements of the job. Work involves extensive personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships or soliciting cooperation.
Ability to read, write, comprehend, and speak English clearly.
Demonstrated ability to work independently and provide a high level of customer service.
Demonstrated ability to organize, manage, and track multiple detailed tasks and assignments in a fast-paced work environment.
Demonstrated ability to use mathematics to process account and transaction information.
Normally expected to work between 8:30 a.m. and 5:00 p.m. but may be required to work nights and/or weekends.
Must adhere to safety rules and regulations.
This position may require significant time spent on your feet or moving about the branch.
Potential for some heavy lifting.
May be required to travel to branches other than your assigned location.

Responsibilities

Approaches, greets, and welcomes member into the branch, establishes relationships while understanding member needs by asking appropriate questions and recommends the best solution to strengthen the member’s financial well-being. Engages members in conversation and delivers an exceptional experience at all touch points and zones within the member journey of the branch. Educates members on Gulf Winds and the Credit Union’s offering including all lines of business.
Establishes new relationships, opens new accounts, takes and processes loan applications. Develops effective service and sales strategies to promote products and services to meet or exceed individual and team-based goals. Utilizes marketing, digital, branding elements, and all technology to engage members in conversation and needs discovery. Creates and delivers an experience that deepens relationships and delivers the Gulf Winds' Brand.
Accepting deposits, withdrawals and payments
Cashing checks
Processing transfers
Selling cashier checks and/or other negotiable instruments
End of day balancing and completing necessary reports or documentation as required
Cash vault responsibilities
Secures the Credit Union’s assets by handling cash and negotiable instruments in a consistent manner, properly identifying members and keeping member information confidential
Engages members in conversation to determine specific needs and goals
Assisting members with account related problems such as lost debit and credit cards, balancing of accounts, changes in account ownership, etc.
Assisting members with requests, complaints, research and follows-up on details to resolve matters to the member’s satisfaction.
Utilizes knowledge and technology to identify member needs with Gulf Winds’ lines of business such as investment and mortgage services, and seamlessly refers members to the appropriate line of business.
Actively learns, demonstrates, and fosters the Gulf Winds culture. Takes personal initiative and is a positive example for others to emulate. Actively participates in community activities that support Gulf Winds’ community efforts and initiatives.
Takes ownership of resolving member requests or inquires by either resolving them personally or facilitating resolution through the appropriate team member or department. Follows up to ensure member satisfaction with the resolution.
Performs other job-related duties as assigned.