Financial Advocate: Build Relationships & Boost Member Growth

Five Star Credit Union; Newton Springs (AL); On-site; USD 30,000 - 39,000; Full time

Job summary

Five Star Credit Union in Dothan, AL is seeking a Financial Advocate to build and strengthen member relationships. The role focuses on helping members open a variety of products and services while delivering outstanding service in a fast-paced sales and service environment.

You will handle card disputes, assist with electronic devices, and conduct outbound calls to deepen relationships. Previous experience in a financial institution is preferred; there are two openings, at Murphy Mill and a

Qualifications

• Understanding of Credit Union operations, products and services.
• Excellent computer and technology skills.
• Strong communication and ability to multi-task in a fast-paced service environment.
• Previous sales/service experience in a financial institution preferred.

Responsibilities

• Develop and deepen member relationships.
• Assist members with opening products and services.
• Process card disputes and assist with electronic devices.
• Make outbound sales calls to members.
• Perform other tasks to deepen relationships.

Skills

Communication skills

Tech skills

Team player

Sales experience

Job description

Five Star Credit Union in Dothan, AL is seeking a Financial Advocate to build and strengthen member relationships. The role focuses on helping members open a variety of products and services while delivering outstanding service in a fast-paced sales and service environment.

You will handle card disputes, assist with electronic devices, and conduct outbound calls to deepen relationships. Previous experience in a financial institution is preferred; there are two openings, at Murphy Mill and a