Member Advocate III

Canopy Credit Union is looking for a purpose driven individual to join our creative community as a Member Advocate III at our Downtown Branch.

If you are someone who is passionate about growing a happier and healthier community through financial inclusion, we encourage you to apply today!

Hourly wage: $26 to $31/hr DOE + monthly incentives (Bi-lingual candidates will receive a $1 per hour wage premium)

As a Member Advocate III at Canopy, your focus will be on serving members and their requests in consumer lending, home equity loans and lines of credit, account opening, and financial coaching. The Member Advocate III also serves as a mentor for team members in the branch and across the organization. While this position reports directly to the Branch Manager, the person in this role will serve as the manager on duty in the absence of the Branch Manager.

About Canopy Credit Union:

Canopy Credit Union is a Community Development Financial Institution (CDFI). We aim to help people in our community who have less than perfect credit. A person's credit score does not define them, and Canopy recognizes that every person has a different story. Here your story matters. The Canopy mission is to guide everyone towards solutions that lead to financial wellness.

Canopy has recently been named the 30th Best Credit Union to Work For in the nation!

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

Some of the perks you will enjoy by being a member of our Creative Community Culture:

• Options for full individual medical, dental, and vision insurance coverage at NO cost to the employee
• 401k match up to 7%
• Career Development: certifications, webinars, in house training's, job shadowing these are all options we offer to support you in your career path
• Tuition reimbursement
• 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 and BINGO

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.

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.

Experience

2-5 years of similar or related experience

Education/Certifications/Licenses

High school education or GED

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Job Responsibilities

• Responsible for delivery of most Credit Union products and services to new and existing members: taking loan applications, financial coaching, home equity lines of credits, opening and closing deposit accounts, ITM services, online banking, 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 delivering HELOC products to members and non-members
• Responsible for offering and delivering financial coaching session to members at the assigned branch
• Act as a mentor to new hires and other employees throughout their career
• Responsible for leading trainings of other member service employees on topics related to the job
• Other duties as assigned by the Branch Manager

Compensation details: 26-31 Hourly Wage

PI3db8dbd5480c-7924