Member Success Advocate I (Float)

RadiFi Credit Union•Jacksonville, FL

10d

About The Position

RadiFi Credit Union is seeking a Member Success Advocate to serve as a resource within the branch network for new and existing member accounts, along with teller transaction needs. Maintains extensive knowledge of all products and services to promote, refer and cross sell through a consultative needs-based approach. Perform a broad variety of member service and account opening processes. Follows member service procedures and standards to ensure consistency and the highest quality service is met. Develops extensive knowledge of all Credit Union deposit products/services. Work in a float capacity, traveling throughout the branch network as needed.

Requirements

Six months to two years of similar or related experience.
A high school degree or GED is required.
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Able to operate a 10-key calculator, typewriter, and computer keyboard. Proficient in Microsoft products. The ability to learn new systems and adapt quickly to changing technology. Valid driver’s license is required.

Responsibilities

Responsible for greeting members, representing the Credit Union to the member in a courteous and professional manner, providing prompt, efficient, and accurate services in any area needed.
Consistently models RadiFi Credit Union Service Standards and Retail Behaviors standards in every interaction. Responsible for greeting members, representing the Credit Union to the member in a courteous and professional manner, providing prompt, efficient, and accurate services in any area needed. Follow up with member with problem resolution issues to provide support or closure to member situations.
Presents RadiFi products and services to meet member needs for financial success. Responsible for offering Credit Union products and services to members; must have adequate knowledge to present them in a positive, professional manner, answering any questions the member may have.
Assist in the growth of business lines that require referrals to grow such as Investment Services, Mortgages, and Business Services. Meet assigned referral goals.
Attend outside business development activities and sales prospecting events as assigned, as well as conduct outbound calling campaigns and sales calls as assigned.
Apply Member Success Advocate training in cross selling techniques and applying RadiFi service and sales standards. Model required behaviors in every interaction with the member.
Learn all of the Credit Union's product offerings, assisting members with the creation and maintenance of their online profiles.
Fully functional as an opener and closer of the branch. Responsible for remaining at the office after closing, as necessary, to ensure all balancing is complete for the branch.
Assists members with service inquiries that include debit cards, fraud, and dispute request, stop payments, unauthorized ACH request, deposit product rate reviews, name record file maintenance items, online banking and IRA withdrawals and maintenance.
Assist with maintaining, securing, and balancing cash machines not limited to ATM’s, cash recyclers, cash dispensers, and all work involved in transactions; including monetary transactions behind the Service Line. Responsible for the decision on accepting negotiable instruments for cash, deposit or payment or seeking approval when needed.
Thoroughly knowledgeable on all digital products and services and possess the ability to competently explain and assist members in the setup and use.
Maintains a positive team environment by cooperating willingly with other employees who request assistance and requesting assistance also if needed.
May be responsible for opening and closing of safe deposit box and provide Notary Services for members.
Attend all meetings, training sessions and other duties as assigned.