JOB REQUIREMENTS: Job Details Job Location Fond du Lac WI FDL East
Branch - Fond du Lac, 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. 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 position. Requires an outgoing,
friendly, and enthusiastic team... 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/38687686B9A6402A