Member Advocate I - Northwest Branch

Tucson Federal Credit Union • Oro Valley, AZ

5d • $21 • Onsite

About The Position

Provide exceptional experiences by utilizing a consultative approach to handle every member need, from service to sales, with warmth and a collaborative spirit.

Requirements

• Minimum five (5) years of Customer Service-related experience required.
• HS Diploma/GED or equivalent, beginning level of training with MS Office.
• Basic general computer skills (i.e.: using email, navigate the internet, search functions).
• Working with an In-Branch Trainer.
• Completion of Training Plan and eLearning coursework.
• Progress to Level 2 when demonstrated ability to work independently has been observed; within 90 to 180 days.
• Knowledge of basic mathematical applications.
• Proficiency of the English language, sentence structure, proper grammar and spelling of words.
• Ability to speak using proper grammar to effectively communicate and convey business principles to members.
• Ability to handle a variety of tasks and appropriately prioritize throughout a business day.
• Knowledge of the Microsoft Office Suite products, specifically Outlook, Word, Excel and PowerPoint.
• Basic knowledge of progressive technology.
• This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
• Availability: Monday through Saturday, as scheduled.

Responsibilities

• Perform cash handling and payment processing within established procedures and controls.
• Establish new relationships and deepen existing member relationships through a needs-based selling approach, demonstrating industry leading service.
• Process new account openings, loan applications/disbursals, and routine member maintenance requests accurately and efficiently. Refer loan products that will best meet member needs to help support branch growth and production goals.
• Consistently demonstrate a commitment to advancing knowledge of sales techniques and product knowledge to better serve members.
• Engage in behavior that aligns with TFCU’s cultural beliefs.
• Abide by state and federal banking regulations. Attend training sessions and complete compliance training on an annual basis. Follow credit union Member Privacy Policy and member identification procedures.
• Maintain a professional businesslike appearance in accordance with TFCU’s Dress and Personal Appearance Policy.
• Adhere to TFCU’s attendance and punctuality policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED