Talent Squad Advocate

Tucson Federal Credit Union•Tucson, AZ

About The Position

The Talent Squad Advocate provides exceptional experiences to credit union members by helping 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 processes member transactions, balances and documents cash activity, resolves issues using sound judgment, and helps members adopt new technology. The position is non-exempt and reports to the Director of Branch Experience. It does not supervise others. The starting hourly rate is $20.00.

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 to work Monday through Saturday, as scheduled.
Ability to sit, stand, and walk regularly, and bend as needed to reach low cabinets and drawers.
Ability to operate a computer, keyboard, mouse, and office machinery such as a calculator, copy machine, and printer.
Ability to communicate by phone and in person, and to talk to and hear members while educating them about credit union products and services.
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 good judgment and problem-solving skills to resolve issues and make on-the-spot decisions, including exceptions, adjustments, and overrides.
Help members overcome concerns with new technology and promote its benefits to support positive experiences and increase adoption.
Participate in and complete required training that enhances job performance.
Follow state and federal banking regulations, complete annual compliance training, and adhere to the Credit Union Member Privacy Policy and member identification procedures.
Maintain professionalism, positivity, and friendliness in person and on camera, including composure during video transactions.
Communicate clearly, tactfully, effectively, and diplomatically with members, volunteers, and employees at all organizational levels.
Communicate accurately via 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 businesslike appearance in accordance with TFCU’s Dress and Personal Appearance Policy.
Adhere to TFCU’s attendance and punctuality policy.