Member Advocate I

Gulf Winds Credit Union • Brewton, AL

10h • Onsite

About The Position

Gulf Winds Credit Union offers innovative financial tools that give members freedom to live life with their finances under control. Since its founding in 1954, the credit union has grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. Gulf Winds is guided by core values of Integrity, Care, Growth, and Innovation, dedicated to its members, community, and each other. Working at Gulf Winds is presented as a career opportunity for collaborative, motivated people who want to love what they do, offering open and transparent communication, consistent coaching, professional development, and team-focused environments. This position supports Gulf Winds' mission/vision by serving members, utilizing core values, strategies, and best practices to provide "Service that Soars Above". The role involves welcoming members in the branch, providing superior and professional service that promotes Gulf Winds' financial solutions and security, and ensuring member needs are met by understanding their financial situation and recommending appropriate product and service solutions. The Member Advocate I will accurately and efficiently process a variety of financial inquiries, service requests, new accounts, new loans, account maintenance, and account monetary transactions. In addition to hourly income, this position includes an incentive program for 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.
• 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.
• Must adhere to safety rules and regulations.

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.

Benefits

• Incentive program that gives the employee the opportunity to earn additional compensation.
• Open and transparent communication with your leaders.
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments.
• Short and long-term professional development.
• Opportunity to participate in cross-functional projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees