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

Avadian Credit Union•Hoover, AL

5h•Onsite

About The Position

The Member Experience Advocate - Universal serves as a full-service liaison between members and Avadian Credit Union while traveling among branches in the Birmingham West region, including Hueytown, Hoover, Helena, Pelham, Chelsea, Vernon, and the soon-to-be Calera branch. The role provides a personal member experience from arrival through departure by offering needs-based financial solutions, performing transactions, opening accounts, resolving issues, originating loans, and managing the lobby. The position rotates among branch duties, processes transactions according to Avadian’s operations and protocols, builds member relationships, supports retention and relationship expansion, and promotes Avadian’s financial products and services. It also involves explaining loan options, reviewing credit information, handling account denials, maintaining product and CRM knowledge, balancing branch equipment as needed, and filling in at other branches. Regular and prompt attendance is required, along with Saturday work and travel between the listed locations. The position pays $21 per hour and includes 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, a 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, develop sales leads, and provide needs-based solutions using Avadian’s retail strategies and Preferred Way of Selling.
Adhere to action plans, goals, objectives, secret shops, corporate initiatives, and training opportunities.
Explain consumer, mortgage, and business loan products; profile members’ 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.
Use Avadian’s CRM, 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.
Maintain an understanding of the consumer loan process and guidelines and a complete understanding of IRAs.
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.