WI3663783

1

High School Diploma/GED

High School Diploma/GED Equivalent

Unspecified

40

JOB REQUIREMENTS: Job Details Job Location Oshkosh, WI-Murdock Branch -
Oshkosh, WI Position Type Full Time 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. 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 orientated personality. Yearly
completion of all on-line compliance training as defined by Management.
Work at a fast pace, attentive to\... 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/7701FEACECCC431B