Member Experience Advocate - Universal - South Region Branches | Full-Time

Member Experience Advocate

• Universal
• Tag Team
• South Region Branches Each region has its own Tag Team. The employees on a Tag Team will travel and work in the branches within their region. We are looking for energetic, driven, service-oriented individual to fill our Member Experience Advocate
• Universal (travel) position at various South Region branches including Geneva, SAMC (Dothan), Dothan West Main and Mobile . In this role, the Member Experience Advocate
• Universal will serve as a full-service liaison between the members and the Credit Union. The Member Experience Advocate
• Universal will provide needs based solutions to members, perform transactions, open accounts, resolve issues, originate loans, and manage the lobby. In this role, the Member Experience Advocate
• Universal will be offering members a personal experience from the moment they enter the branch, to the moment they leave.

Functions and Responsibilities:

Responsible for rotating branch duties, including paying and receiving functions. Responsible for accurately processing and adhering to Avadian's Operations and Protocols. Cultivate member relationships and use retail strategies along with Avadian's Preferred Way of Selling to develop sales leads and provide needs based solutions to members from Avadian's full range of financial products and services. Adhere to action plans, goals and objectives, secret shops, corporate initiatives, and training opportunities. Explain consumer, mortgage, and business loan products to members, profile members' needs, and recommend loan options. Support the branch member retention and relationship expansion through regular contact with existing and potential members. Maintain a thorough knowledge of all Avadian products and services with the understanding of their features and benefits, as well as their processes, guidelines, and procedures. Maintain a thorough knowledge of Avadian's client relationship management system (CRM) including referrals, sales and contact events, phone logs, extended information, and reports. Request, evaluate, and interpret credit information from Credit Bureau reports to ensure compliance with Avadian guidelines and federal regulations. Explain reasons for denials and explore options for members when accounts are denied. Possess a good understanding of the consumer loan process, guidelines, and a complete understanding of IRA's. Balance the branch vault, CDM, and ITC, as necessary. Fill in at other branches as needed. Prompt and regular attendance is required. Perform other duties as assigned.