Member Relationship Advocate
GTE Financial - Lakeland, FL

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Member Relationship Advocate I

SUMMARY

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:

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.
Required Skills SKILL REQUIREMENTS
  • 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.

    PHYSICAL REQUIREMENTS

  • Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
Required Experience

EDUCATION/EXPERIENCE REQUIREMENTS
  • High School graduate or equivalent.
  • Previous experience is not necessary but sales and cash handling a plus.

GTE Financial - 19 months ago - save job - block
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