Member Advocate II (Consumer Lending)

Canopy Credit Union•Town and Country, WA

2d•$24 - $28•Onsite

About The Position

Canopy Credit Union is looking for a purpose-driven individual to join their creative community as a Member Advocate II. This role is for someone passionate about growing a happier and healthier community through financial inclusion. Canopy Credit Union is a Community Development Financial Institution (CDFI) that aims to help individuals with less-than-perfect credit, believing that a person's credit score does not define them and that their story matters. The vision is to grow a happier and healthier community through financial inclusion. The position is located at the Francis Branch (1212 W Francis Ave) and is in-person. Canopy was recognized as the 13th Best Credit Union to Work for in the Nation by American Banker. The company operates based on core values: embracing differences, continuous growth, welcoming curiosity, serving the community, and fostering a fun and hardworking family environment.

Requirements

Minimum of six months to two years of related experience (sales, retail, financial).
Proficiency in the use of a 10-key calculator.
Typing skills required.
Good PC skills are a must.
Possess good organizational skills.
High level of attention to detail.
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 on how best to utilize credit union products and services to meet personal financial goals and provide the highest quality member service.
Embrace Canopy’s Service Standard: Make your moments matter.
Lending: Interview loan applicants in person and by phone, gathering required information for credit applications, explaining loan options, rates, terms, and collateral requirements, providing general and specific loan information, and disbursing funds accordingly.
Account Opening: Open various new accounts, process necessary information, and educate members on available services/products. Assist members with opening Term Shares and educate them on penalties, earnings, etc.
Conduct and cross-sell financial coaching sessions as needed.
Responsible for actively promoting marketing efforts and helping to evaluate the effectiveness and quality of service delivery, making recommendations.
Responsible for following up with members at specified intervals after membership opening or loan booking.
Maintain a high attention to detail to ensure the quality of work with member accounts, loans, and other member services.
May travel locally between branches based on assignment from the Branch Manager and branch needs.
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
Opportunity to work with some of the leading technology in the financial services industry
Office putt putt competitions, potlucks, meme sharing, BINGO

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