Member Advocate I - East Branch
About The Position
The Member Advocate provides exceptional member experiences by using a consultative approach to address member needs across service and sales, with warmth and a collaborative spirit. The role handles cash and payment processing, builds and deepens member relationships through needs-based selling, processes account openings, loan applications and disbursals, and routine member maintenance requests, and refers suitable loan products to support branch goals. The starting hourly rate is $21.00. This is a non-exempt role with no supervisory responsibilities, scheduled Monday through Saturday as assigned.
Requirements
- High school diploma, GED, or equivalent.
- Customer service-related experience requirements vary by level: 5 years for Level 1, 6 years for Level 2, and 8 years for Level 3 or Trainer.
- Knowledge of basic mathematical applications.
- Proficiency in English, including sentence structure, grammar, spelling, and spoken communication.
- Ability to handle varied tasks and prioritize appropriately throughout a business day.
- Knowledge of Microsoft Office products, specifically Outlook, Word, Excel, and PowerPoint.
- Basic knowledge of progressive technology.
- National Mortgage Licensing System (NMLS) registration is required under the S.A.F.E. Act of 2008 and Regulation Z.
- Availability to work Monday through Saturday as scheduled.
Responsibilities
- Perform cash handling and payment processing in accordance with established procedures and controls.
- Establish new member relationships and deepen existing relationships through needs-based selling and industry-leading service.
- Process new account openings, loan applications and disbursals, and routine member maintenance requests accurately and efficiently.
- Refer loan products that meet member needs and support branch growth and production goals.
- Continue developing sales techniques and product knowledge to better serve members.
- Demonstrate behavior aligned with TFCU’s cultural beliefs.
- Comply with state and federal banking regulations.
- Attend training sessions and complete annual compliance training.
- Follow the Member Privacy Policy and member identification procedures.
- Maintain a professional businesslike appearance in accordance with TFCU’s Dress and Personal Appearance Policy.
- Follow TFCU’s attendance and punctuality policy.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
