Job description

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Job # : 106542
Title : Senior Member Advocate
Location : Huntington, PA
Salary Range : Dependent on experience
Position : Sr. Member Advocate
Description :

Our Client is seeking a Senior Member Advocate.  This person will serve the members within a branch retail environment, will be responsible for the full relationship of new and existing members, will evaluate and assist members with their financial needs and will provide solutions in a professional manner.  They will Perform all essential functions of branch operations in the areas of new accounts, deposit products, remote services and consumer lending.  They will support the philosophy and Sales and Service culture to provide high quality member service by listening carefully to assess member needs and identify opportunities to offer appropriate product and service solutions.


Performance Measurements:

1. Exemplifies the mission by providing its members friendly, efficient, and accurate service while observing operating, code of conduct standards, and performs duties within regulatory compliance requirements.

2. Provide friendly, professional and accurate service and support to all members and associates. To maintain a professional work environment and businesslike appearance.

3. Develop and improve knowledge and skills in Member Service Area by participating in continuing education as determined with supervisor. Participate in sales development activities.

4. Understand compliance issues and attend training as they relate to this position. Including, but not limited to The Bank Secrecy Act.

5. Achieve established goals for cross selling of credit union products and services.

6. Adhere to all credit union policies and procedures.

7. Maintain open and honest communication with your supervisor and co workers.

8. Be conscientious and courteous toward others at all times.

9. Handle work related issues through the appropriate channels.

10. Maintain a neat, organized and functional workspace and department.

11. Assume ownership and follow through on items that are initially directed to you.

12. Adhere to the "sundown" rule by contacting your "customer" with a status report by the end of the day.

13. Maintain a satisfactory member service rating utilizing required elements of appropriate member

interaction models, (ECHO) with every member contact to ensure a consistent and superior experience.

14. Meet individual standards and branch productivity which support the achievement of the team goals.

15. Communicate positively and demonstrate initiative: enhance team cohesion by demonstrating a willingness to work and support positive branch morale.


Knowledge and Skills:

Experience Two to five years of similar or related experience.

Education A high school education or GED.


Interpersonal Skills:

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.


Other Skills:

Working knowledge of regulations relating to credit union deposit products (e.g., Reg E, Reg CC, Reg D, Truth in Savings Act) and lending.


Requirements :

Please submit resume for consideration. (Must be in .doc, .docx or .pdf form)#ZR

Job Type : Direct Hire
Post Date :