Talent Squad Advocate

Tucson Federal Credit Union•Tucson, AZ

20h

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 ITM (Interactive Teller Machine). The role reports to the Director of Branch Experience and does not supervise others. It is non-exempt, with a starting hourly rate of $20.00. The advocate handles member transactions, balances and documents cash, applies sound judgment to resolve issues, and supports members in using new technology. The role also requires compliance with banking regulations, privacy and identification procedures, required training, and the credit union’s policies and cultural expectations. Advocates are expected to communicate and present themselves professionally in person and on camera. The position requires a high school diploma or equivalent, three years of work experience (preferably in customer service), and three years of cash-handling experience. Availability is required Monday through Saturday, as scheduled. Physical requirements include regularly sitting, standing, and walking; sometimes bending; frequent use of hands and arms to operate office equipment and reach; frequent communication by phone and in person; occasional lifting up to 25 pounds; and the ability to work in low or bright light and adjust visual focus.

Requirements

High school diploma or equivalent.
Three years of work experience required; customer service experience is preferred.
Three years of cash-handling experience required.
Availability Monday through Saturday, as scheduled.
Ability to communicate clearly and professionally with members, volunteers, and employees in person, by phone, and via email and organizational systems.
Ability to maintain professionalism on camera and during video transactions.
Ability to operate a computer, keyboard, mouse, calculator, copy machine, printer, and other office machinery.
Ability to sit, stand, and walk regularly; bend as needed; and frequently reach with hands and arms.
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 in and out, and verify check amounts and signatures on negotiable items.
Use 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 a positive experience and increase adoption.
Participate in and complete required job-enhancing and compliance training.
Follow state and federal banking regulations, the Member Privacy Policy, and member identification procedures.
Maintain professionalism, positivity, and friendliness in person and on camera, including during video transactions.
Communicate clearly, tactfully, effectively, and diplomatically with members, volunteers, and employees.
Communicate accurately through email, systems, documents, and in person.
Engage in behavior aligned with the credit union’s cultural beliefs.
Gain and retain a high-level knowledge of TFCU products, policies, and procedures.
Maintain a professional appearance in accordance with TFCU’s Dress and Personal Appearance Policy.
Adhere to TFCU’s attendance and punctuality policy.