Member Relationship Advocate I
The Member Relationship Advocate provides quality service to the members by processing member transactions correctly and efficiently. Sales oriented with aptitude for numbers while maintaining a professional, friendly, and team environment.
RESPONSIBILITIES AND DUTIES
Under the direction of the Community Financial Center Manager, the Member Relationship Advocate I has the responsibility to perform the following essential functions:
- Accept DDA deposits, cash checks, accept savings deposits and withdrawals, accept installment loan, mortgages and credit cards payments. Balance daily. Refer members to the MRO's for products and services.
- Greet every member and treat them with respect by exceeding their expectations, and thank them for their business.
- Identify potential fraudulent activity to prevent credit union losses.
- In depth knowledge of credit union products and services, quality service standards, established controls and security procedures, and compliance regulations.
- Cross train to perform other duties as assigned.
- Be respectful and maintain a professional demeanor with co-workers to build a proactive team environment.
- Observe Credit Union guidelines, policies, and procedures in order to adhere to compliance regulations, and security standards.
- Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
- Perform other duties as assigned.
- Proven ability to effectively communicate in oral and written form.
- Courtesy, tact, and diplomacy are essential elements of the job.
- Ability to work with others inside and outside the organization.
- Exceptional organizational skills.
- Ability to multi-task.
- Basic problem solving skills required.
- Ability to apply common sense understanding to carry out detailed but uninvolved written and oral instructions.
- Ability to deal with problems involving a few concrete variables in standardized situations.
- Basic knowledge and understanding of computer operation and programs.
- Demonstrated proficiency with the computer keyboard and ten key adding machines.
- Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
- High School graduate or equivalent.
- Previous experience is not necessary but sales and cash handling a plus.
GTE Financial - 23 months ago