Member Advocate I
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About The Position
The Member Advocate position at TFCU is designed to provide exceptional experiences for members by utilizing a consultative approach to meet their needs, whether in service or sales. This role is pivotal in establishing and deepening relationships with members, ensuring that their banking needs are met with warmth and a collaborative spirit. The Member Advocate will be responsible for cash handling and payment processing, adhering to established procedures and controls to maintain accuracy and security in financial transactions. In addition to processing new account openings and loan applications, the Member Advocate will engage in needs-based selling, demonstrating a commitment to understanding and fulfilling member needs. This involves not only providing information about products and services but also referring loan products that align with member requirements to support branch growth and production goals. Continuous learning and development are emphasized, as the Member Advocate is expected to advance their knowledge of sales techniques and product offerings to better serve members. The role also requires adherence to state and federal banking regulations, including participation in compliance training and following the credit union's Member Privacy Policy. Maintaining a professional appearance and punctuality is essential, as is the ability to engage in behaviors that align with TFCU's cultural beliefs. Overall, the Member Advocate plays a crucial role in enhancing member satisfaction and loyalty through exceptional service and support.
