Digital Member Advocate

At OnPath Credit Union, we share a passion for delivering exceptional service.

Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.

If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!

Voted eleven years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer :

Competitive Compensation

Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan

Paid Vacation, Wellness, Sick Time, and more!

Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.

We are looking for a Digital Member Advocate to join our team! The hourly range for this position is $17-19.71 based on skills and experience. This position is classified as On-site.

SCOPE :

As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our members and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members

PRIMARY FUNCTIONS :

Responsible for handling a variety of member service calls in a prompt and courteous manner. Resolves member questions and problems regarding accounts, orders, payments, products, and services. Completes and maintains related reports, records, and files. Cross-sells products and services and supports all functions within the Contact Center.

Major Duties and Responsibilities

• Receives member telephone calls in a professional manner.
• Answers questions and solves problems from members by listening, collecting data, securing answers, and reporting results to the inquiring party.
• Actively promote and cross-sell credit union products and services by recognizing member needs and matching services and products.
• Keeps members informed of Credit Union services and policies, including types of available accounts, interest rates, payroll options, and other related services.
• Performs member transactions, file maintenance and account changes as needed adhering to Credit Union policies and procedures.
• Completes required reports and records accurately and promptly.
• Good communication and coordination exist with co-workers, management, directors and committee members.
• Uphold confidentiality and discretion at all times.
• Performance goals are met and marketing promotions are supported.

Experience

Six months to two years of similar or related experience, including time spent in preparatory positions.

Education

High school education or GED required.

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and / or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Other Skills

Proficiency in computer applications and other business equipment. Must have the ability to learn new programs and work in a professional manner. Must be able to work quickly, independently and accurately. Must have excellent written and oral communication skills. Ability to perform non-complex arithmetic calculations (addition, subtraction, multiplication, division, percentages).

ADA

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and / or move up to 5 pounds and frequently lift and / or move up to 25 pounds.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and / or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Disclaimers

Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

OnPath FCU is an EOE / M / F / Disability / Veteran