Position Summary: The Mobile Financial Services Advocate is a job that matters. As a Mobile Financial ServicesAdvocate, you will work at any/all of our branches based on each branch’s staffing needs. As a Mobile teammember, you will be trained on all aspects of account opening, customer service and sales. Part of your role willbe to help build consistency in all of these areas within each branch. You will also be given training over time tobe able to assist with management duties. You need to be willing to travel to any of our branches as needed.You can make a difference by helping people achieve financial freedom. When you are in a branch, you willlisten to customer needs and present value-added solutions to inspire and excite them. You’ll use youroutstanding sales skills, passion for helping people and your customer interaction skills to create customerloyalty. To grow our membership, you’ll deliver excellent customer service and proactively contact existingmembers to ensure they are getting the most out of our products and services. A passion for technology is alsohelpful to demonstrate self-service options with ease on members’ own electronic devices such as phones,notepads, etc.

Essential Functions and Responsibilities:

 Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements Complete new account requests, loan requests and set-up related services Uncover opportunities for member engagement – in person or via outbound calling to achieve sales goals Achieve individual sales goals; in addition, participate as a team player in meeting branch sales and member engagement goals Assist members with any question relating to any CFCU product or service; including, mortgages and all electronic/digital services Process routine and/or complex transactions for members unable to use self-service channels Answer questions and resolve issues for members regarding their accounts/services Assist the Manager with community involvement/events Evaluate and apply policies and procedures to maintain branch compliance – help to build consistency between all branches Manage the security and safety of branch Advocate and demonstrate company brand Perform other duties as assigned

Qualifications:

 Two year degree in business or equivalent work experience required

 At least one year of sales experience is preferred – but must be sales-oriented / goal driven , retail experience a plus

 Familiar and comfortable with various brands of electronic devices- ability to show CFCU services on most devices

 Motivated to learn and discuss financial products/services such as mortgages and investments- certifications in such areas is a plus

 Exceptional relationship building skills and customer service skills required

 Highly professional and business-like presentation required

 Excellent written and oral communication skills

 Ability to think independently and work in a dynamic environment is essential

 Requires flexible schedule availability including evenings and weekends

Environmental Factors and Physical Requirements:

This position requires the employee to work indoors in a dynamic environment (not behind a desk) and mayrequire standing for sustained periods of time. While performing the duties of this job, the employee is requiredto have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk stoop, kneel,crouch and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eyecoordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard,operate equipment and read application information. The employee frequently is required to sit, reach with arms, talk and hear.

Performance Expectations:

Lending Policies – Thorough understanding and adherence of CFCU Lending Policies and Procedures (with theexception of Real Estate policies)

Accuracy Policy – accuracy is of extreme importance as it reflects on Call FCU’s reputation. Inaccuracy breaksthe trust the member has placed in us and creates the potential for additional concerns. The employee isresponsible for checking his or her own work to avoid errors. When errors occur it is the employee’sresponsibility to research their error, and when necessary seek help to correct the situation and apologize to themember.

Attendance Policy – The employee must be able to consistently report to work as scheduled and perform theduties of the position in the office environment.Relationships with Others – The employee must work effectively and relate well with others including members,superiors, colleagues and individuals inside and outside Call FCU.

Policy Compliance – The employee is required to be knowledgeable of all company, department and position-specific policies and procedures and to follow the policies and procedures without exception. These policies include but are not limited to the Fraud, Harassment, Confidentiality, Personal Conduct, Computer and Electronic, Voice Mail, Bank Secrecy Act, Lending and Collection policies.Brand Contract – The employee acknowledges receipt and commits to represent the “brand” of Call FCU withthe integrity, professionalism, sincerity and perseverance detailed in our Quality Service Contact.