US National Labor Exchange Home
Member Advocate - OSHKOSH, WI,

Job Information

Job Order ID :
WI3673571
# of Positions :
1
Minimum Education Level :
High School Diploma/GED
Experience Required :
Training :
High School Diploma/GED Equivalent
Salary :
$17.5 + hourly
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Job Details Job Location Oshkosh, WI-Witzel Branch -
Oshkosh, WI Position Type Full Time Salary Range \$17.50 - \$17.50
Hourly Description POSITION SUMMARY The Member Advocate is responsible
for providing transactional and information services to credit union
members while achieving sales goals. POSITION RESPONSIBILITIES Sales:
Cross sell financial products or refer members to professionals who can
assist them. Meet or exceed specific individual monthly referral goals.
Promote and recommend various credit union products such as consumer
loans, deposits, mortgages, investments, credit cards, and various
electronic services. Respond to questions from the members regarding
services we provide in a professional friendly manner. Attend required
sales, services, and department training classes to enhance skill level.
Additional duties assigned. Operational: Complete deposit, withdrawal,
and services transactions with accuracy and efficiency while following
all security procedures. Always maintain member confidentiality by
verifying all necessary signatures, endorsements, and proper photo
identification. Maintain appropriate cash drawer supply while staying
under set limits. Verify and balance currency, coin, and checks in cash
drawer at end of shift. Process and accurately balance member
transactions such as: daily mail, night depository, and ATM. Order
checks through Liberty Check Processing. Order, reorder and maintain
check cards for members. Enroll/modify payroll allocations and ACH per
member request. Complies with all aspects of BSA/AML and OFAC
regulations as it relates to this position. Maintain a professional
image of the credit union in dealing with members: provide friendly,
helpful assistance, upgrade knowledge of financial products and protect
member confidentiality. Saturday hours are required on a rotating basis,
may be asked to work at other Verve Branch locations as needed to meet
staffing needs. Additional duties assigned. \*This position is Full Time
30-32 hours per week with rotating Saturdays\* Qualifications EDUCATION
AND EXPERIENCE High school diploma or equivalency, or currently enrolled
in high school. Previous cash handling and/or retail experience
preferred. KEY COMPETENCIES Able to read and interpret policy and
procedures. Learn and know product offerings. Stay abreast of new
products and services. Effective written and verbal skills. Basic
computer skills, use of standard keyboard, mouse and common software
packages. Accurate math skills, ability to calculate figures and amounts
such as cash denominations. Ability to use basic 10-key calculator.
Complies with all Federal and Credit Union regulations as it relates to
this\... For full info follow application link. All qualified applicants
will receive consideration for employment without regard to race, color,
religion, gender, national origin, age, sexual orientation, gender
identity, disability or veteran status \*\*\*\*\* APPLICATION
INSTRUCTIONS: Apply Online: ipc.us/t/7DB1A3BE24914A65

Company Information

Name :
VERVE, A CREDIT UNION

Application Information

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