Member Experience Advocate - Universal - Birmingham East Region| Full-Time

Avadian Credit Union•Hoover, AL

10h•Onsite

About The Position

Avadian Credit Union is hiring a full-time Member Experience Advocate – Universal to travel among Birmingham-area branches, including Colonnade, Greystone, Gardendale, Midtown, Trussville, and Homewood. The role serves as a full-service liaison between members and the Credit Union, providing needs-based solutions, performing transactions, opening accounts, resolving issues, originating loans, and managing the lobby. The advocate provides members with a personal experience from the moment they enter the branch until they leave. The position involves rotating branch duties and processing transactions in accordance with Avadian’s operations and protocols. The advocate cultivates member relationships, uses retail strategies and Avadian’s Preferred Way of Selling to develop leads and recommend products and services, and supports retention and relationship expansion through regular contact. The role also includes explaining loan products, reviewing credit information, addressing account denials, maintaining knowledge of products, procedures, and the CRM system, balancing branch equipment and funds as needed, and filling in at other branches. Saturday work from 8:45 a.m. to 12:30 p.m. and travel between the listed locations are required. The employer offers a rate of $21 per hour and a comprehensive benefits package.

Requirements

One to three years of retail banking experience.
Sales quota experience or sales management experience.
High school diploma or GED.
Comfort providing needs-based solutions to members.
Competitive nature and goal-driven approach.
Ability to work in a fast-paced environment.
Ability to use online computer systems, organize transactions, and accurately manage large sums of money.
Excellent written and verbal skills, positive attitude, pleasant demeanor, decisiveness, and professionalism.
Availability to work Saturdays from 8:45 a.m. until 12:30 p.m.
Willingness to travel between the described branch locations.

Nice To Haves

Bilingual in Spanish.

Responsibilities

Perform rotating branch duties, including paying and receiving functions.
Accurately process transactions and adhere to Avadian’s Operations and Protocols.
Cultivate member relationships and use retail strategies and Avadian’s Preferred Way of Selling to develop sales leads and provide needs-based solutions across the Credit Union’s financial products and services.
Follow action plans, goals, objectives, secret shops, corporate initiatives, and training opportunities.
Explain consumer, mortgage, and business loan products; profile member needs and recommend loan options.
Support member retention and relationship expansion through regular contact with existing and potential members.
Maintain thorough knowledge of Avadian products, services, features, benefits, processes, guidelines, and procedures.
Maintain knowledge of Avadian’s CRM system, including referrals, sales and contact events, phone logs, extended information, and reports.
Request, evaluate, and interpret credit bureau information to ensure compliance with Avadian guidelines and federal regulations.
Explain reasons for account denials and explore options with members.
Balance the branch vault, CDM, and ITC as necessary.
Fill in at other branches as needed.
Maintain prompt and regular attendance.
Perform other duties as assigned.
Provide needs-based solutions, perform transactions, open accounts, resolve issues, originate loans, and manage the lobby.