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 twelve 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 $17.00 to $23.77 based on skills and experience. This position is classified as On-site. ## Role 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 Description 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. Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Ensures members’ requests and questions are promptly resolved. Maintains the privacy of member account information. 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. Ensures the Credit Union’s quality reputation is maintained and projected. Clerical support functions are well coordinated, directed, and efficient. Has the ability to work without constant supervision. Attendance record is good and complies with policy. Performance goals are met and marketing promotions are supported. Grooming and appearance are professional and appropriate and complies with Uniform Policy. ## Knowledge and Skills Experience Six months to two years of similar or related experience, including time spent in preparatory positions. Education/Certifications/Licenses High school degree 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 Must be able to routinely perform work in a remote environment that meets the Telecommuting & Remote Access Standards. 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 Requirements Physical Requirements The physical demands described here…