Member Advocate II Float (Consumer Lending)

Canopy Credit Union • Spokane, WA

3d • $24 - $28 • Hybrid

About The Position

Canopy Credit Union is looking for a purpose-driven individual to join their creative community as a Member Advocate II Float. This role is for someone passionate about growing a happier and healthier community through financial inclusion. The position is based at the downtown location but requires floating to other branches to support staffing. Canopy Credit Union was recently named the 10th Best Credit Union to Work for in the Nation by American Banker, a testament to their commitment to core values: embracing differences, continuous growth, curiosity, community service, and fostering a fun, family-like environment. They are committed to building a diverse and inclusive community and are an Equal Housing Lender and an Equal Opportunity Employer.

Requirements

• Six months to two years of related experience (sales, retail, financial).
• Must be proficient in the use of 10-key calculator.
• Typing skills required and good PC skills a must.
• Possess good organizational skills, high level of attention to detail and must be able to prioritize work.
• Requires the ability to remain on the phone for long periods of time.
• Requires the ability to sit for long periods of time.
• Requires the ability to listen and communicate effectively.
• Requires the ability to use fingers to feel and handle various objects.
• Requires the ability to walk, reach, bend and lift various objects using arms, hands and legs.
• Requires the ability to use arms and hands to operate various office equipment.
• Requires the ability to use clear and close vision and adjust focus.
• Requires the ability to move freely around the Credit Union to other departments.

Nice To Haves

• $1.00/hr wage premium paid to bi-lingual employees.

Responsibilities

• Assist members with a wide variety of services and advise as to how best to utilize credit union products and services in order to meet personal financial goals and provide the highest quality member service.
• Embrace Canopy’s Service Standard: Make your moments matter.
• Interview loan applicants in person and by phone, gathering required information for credit application, explaining loan options, rates, terms and collateral requirements, provide general and specific loan information and disburse funds accordingly.
• Open various new accounts, process necessary information and educate the members as to services/products available as a result. Assist members with opening Term Shares and educate to penalties, earnings, etc.
• Conduct and cross-sell financial coaching sessions as needed.
• Responsible for actively promoting marketing efforts and to help evaluate effectiveness and quality of delivery of services and make recommendations.
• Responsible for following up with members at specified intervals after membership opened or loan booked.
• Maintain a high attention to detail to ensure quality of work with member accounts, loans and other member services.
• May travel locally between branches based off the assignment from the Branch Manager and the needs of the branches.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Other duties as assigned by the Branch Manager.

Benefits

• Monthly cash incentives based off of production
• Competitive PTO accrual with paid sabbatical program
• Options for individual medical, dental, and vision insurance coverage at NO cost to the employee
• 401k match of 7%
• Career Development: certifications, webinars, in house training's, job shadowing; opportunities we offer to support you in your career path
• Opportunity to work with some of the leading technology in the financial services industry
• Office putt putt competitions, potlucks, meme sharing, BINGO, just to name a few!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed