Member Advocate II (Consumer Lending)
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. The position is located at the Downtown Branch and offers a wage of $23.83 - $28/hr + incentives, with a $1.00/hr wage premium for bi-lingual employees. Canopy Credit Union was recognized as the 13th Best Credit Union to Work for in the Nation by American Banker, attributed to their commitment to core values: embracing differences, continuous growth, curiosity, community service, and a fun, family-oriented work 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.
- Good organizational skills.
- High level of attention to detail.
- Ability to prioritize work.
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.
- 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.
- 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.
- Actively promote marketing efforts, help evaluate the effectiveness and quality of service delivery, and make recommendations.
- Follow 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.
- 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.
- Perform other duties as assigned by the Branch Manager.
Benefits
- Monthly cash incentives based off of production
- Competitive PTO accrual with paid sabbatical program
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
