Talent Squad Advocate

Tucson Federal Credit Union•Tucson, AZ

About The Position

The Talent Squad Advocate provides exceptional experiences to credit union members by assisting with their financial needs and accurately processing account transactions in-branch and/or virtually on camera through the Credit Union’s Interactive Teller Machine (ITM). The role requires professionalism, positivity, and friendliness in person and on camera, along with a strong knowledge of TFCU products, policies, and procedures. The position is non-exempt and reports to the Director of Branch Experience.

Requirements

High school diploma or equivalent.
Three years of work experience; customer service experience is preferred.
Three years of cash-handling experience.
Availability Monday through Saturday, as scheduled.
Ability to communicate clearly, tactfully, effectively, and diplomatically.
Comfort and professionalism on camera when interacting with members.
Ability to sit, stand, walk, and sometimes bend, and to use hands and fingers to operate a computer, keyboard, mouse, calculator, copier, printer, and other office machinery.
Ability to occasionally lift up to 25 pounds.
Close and distance vision, ability to adjust focus, and ability to work in low and bright light to accommodate the camera.

Nice To Haves

Customer service experience.

Responsibilities

Accurately process member transactions, including deposits, withdrawals, loan advances, and loan payments.
Balance currency, coin, and checks at the end of each shift.
Document cash received and disbursed and verify check amounts and signatures on negotiable items.
Use good judgment and problem-solving skills to resolve issues and make on-the-spot decisions, including exceptions, adjustments, and overrides.
Help members address concerns about new technology and promote its benefits to support positive experiences and adoption.
Participate in and complete required job-related training.
Follow state and federal banking regulations, the Credit Union Member Privacy Policy, and member identification procedures.
Attend training sessions and complete annual compliance training.
Communicate professionally and accurately with members, volunteers, and employees through email, organizational systems and documents, and in person.
Maintain professionalism and composure during video transactions and engage in behavior aligned with the credit union’s cultural beliefs.
Maintain a professional appearance in accordance with TFCU’s Dress and Personal Appearance Policy.
Adhere to TFCU’s attendance and punctuality policy.