Demo

Member Advocate 2

NorthCountry Federal Credit Union
Alburgh, VT Full Time
POSTED ON 4/23/2025
AVAILABLE BEFORE 5/21/2025
Job Description:

NorthCountry Federal Credit Union is seeking a motivated and dedicated individual to support its vision of being the community's most loved financial institution. As a key member of our team, you will play a crucial role in making people's financial dreams come true.

About Us:
NorthCountry believes everyone has the right to be their true selves at work, at home, and in the community. Our goal is to ensure an inclusive environment with access to financial services where our employees and community members feel respected, valued, safe, and secure.

Key Responsibilities:
  • Develop and maintain a clear understanding of credit union products and services to talk confidently with members about their financial needs and cross-sell appropriate solutions to meet those needs.
  • Be proficient in all transactions and processes as outlined in the Member Advocate I role, including opening & closing accounts, modifying account types, advanced electronic channels & services, and using appropriate phone etiquette.
  • Actively listen to members' needs and offer appropriate solutions for overcoming a financial challenge or achieving a financial goal, utilizing credit union loan and deposit products.
  • Make decisions that align with the credit union's core values while adhering to policies and procedures.

Performance Measurements:
  • Attention to Detail - The level at which tasks are performed carefully, accurately, and in accordance with specific instructions.
  • Member Focus - The degree to which member service is demonstrated in the day-to-day business environment.
  • Problem Solving - The ability to predict, recognize, and define problems.
  • Teamwork & Cooperation - The degree to which individuals promote a collaborative, cooperative, and productive working environment.
  • Initiative - The ability to perform job responsibilities independently and responsibly.

Requirements:
  • Experience: One year to three years of similar or related experience.
  • Education: A two-year college degree or completion of a specialized course of study at a business or trade school.
  • Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature.

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