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Member Advocate (Consumer Lending)

Company: Canopy Credit Union
Location: Spokane
Posted on: May 16, 2022

Job Description:

Canopy Credit Union is looking for a purpose driven individual to join our creative community as a Member Advocate!

If you are someone who is passionate about growing a happier and healthier community through financial inclusion we encourage you come and join the Canopy team by applying today!

Canopy has recently been named as one of the Best Places to Work in the Inland Northwest and was ranked the 13th best mid-sized company to work for in the state of Washington!

These accolades are possible because of our commitment to our core values:

We embrace what makes us different: We honor everyone's' journey and welcome new ideas. We're a place where your story matters

Becoming is better than being: Growth happens when we try new things and don't allow the fear of failure to hold us back

Curiosity welcomed: We don't ask can we? rather, how can we?

Canopy serves: We believe that our level of success is directly proportional to how many lives we touch

Fun is who we are: We are a fun, playful, and hardworking family committed to the growth of each other, our members and our community

By becoming a part of the Canopy team, here are some of the perks you will get to look forward to:

Competitive pay

Monthly cash incentives

Option for individual medical, dental, and vision insurance coverage at NO cost to the employee

401k match of 7%

Career Development: certifications, webinars, in house training's, job shadowing -- these are all options we offer to support you in your career path

Opportunity to work with some of the leading technology in the financial services industry

Office putt putt competitions, potlucks, meme sharing, mini basketball hoop challenges, BINGO, really just tons of fun :)

Canopy Credit Union is committed to building a diverse and inclusive community. We actively seek opportunities to recruit and hire qualified candidates with varying backgrounds including race, religion, sexual orientation, age, national origin, ancestry, citizenship, disability, and veteran status.

As a credit union, we acknowledge there is more work to do. We are committed to listening to the ideas and opinions of our minority community members, providing opportunities for staff to learn and grow, developing effective practices to continue promoting diversity and supporting local organizations that are actively engaging in social justice work.

At Canopy Credit Union, we strive to be an agent for change. We believe in the financial empowerment of our community, and we will continue serving you in the compassionate and kind manner you deserve.

Canopy Credit Union is an Equal Housing Lender and an Equal Opportunity Employer.

--- Responsible for delivery of most Credit Union products and services to new and existing members; i.e., taking loan applications, opening and closing deposit accounts, IRAs, ATM services, EDNA, etc., including completing appropriate documents and taking initial deposits.

--- Interview loan applicants in person and by phone, gathering required information for credit application, explaining loan options, rates, terms and collateral requirements, provide general and specific loan information and disburse funds accordingly

--- Responsible for finding and recommending additional service opportunities to the members.

--- Maintain monthly reports of all loan and deposit account activities as required by management.

--- Responsible for actively promoting marketing efforts and to help evaluate effectiveness and quality of delivery of services and make recommendations.

--- Answer all phone inquiries and cover co-workers calls when necessary.

--- Responsible for keeping accurate, up to date procedures of functions performed.

--- Maintenance of accounts which includes: removing joint owner(s), name changes, beneficiary changes, new services, place necessary codes on accounts and accept information and follow-up on deceased member accounts.

--- Responsible for understanding account ownership structure, i.e., Living Trusts, UTTMAs, Deceased accounts and issue of ownership of funds, individual and joint accounts and business accounts.

--- Cross sell Credit Union products and services

--- Handles all monetary transactions for members (i.e., deposits, withdrawals, loan payments, check cashing, money orders, cashier's checks and more)

--- Will travel locally between branches based off the assignment from the Branch Manager and the needs of the branches.

--- Minimum Qualifications: Two years related experience (sales, retail, financial). Must be proficient in the use of 10-key calculator. Typing skills required and good PC skills a must. Possess good organizational skills and have the ability to prioritize work.

--- Physical Requirements:

Requires the ability to remain on the phone for long periods of time.

Requires the ability to sit for long periods of time.

Requires the ability to listen and communicate effectively.

Requires the ability to use fingers to feel and handle various objects.

Requires the ability to walk, reach, bend and lift various objects using arms, hands and legs.

Requires the ability to use arms and hands to operate various office equipment.

Requires the ability to use clear and close vision and adjust focus.

Requires the ability to move freely around the Credit Union to other departments


Keywords: Canopy Credit Union, Spokane , Member Advocate (Consumer Lending), Other , Spokane, Washington

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