Financial Advocate III — Build Trusted Member Relationships

Five Star Credit Union; Jackson (MS); On-site; USD 31,000 - 38,000; Full time

Job summary

Five Star Credit Union in Mississippi is seeking a Financial Advocate 3 Traditional for the Mississippi Market to deepen member relationships and drive sales. You will assist members with opening a wide range of products and services and support outbound sales calls.

Ideal candidates have experience in financial services, strong computer and communication skills, and the ability to work well in a team; prior consumer lending or service experience is preferred.

Qualifications

• Experience in financial industry with understanding of operations, products and services, and related legal and regulatory requirements.
• Excellent computer and technology skills, strong communication skills, and ability to work effectively in a team.
• Previous experience in a consumer lending, sales and service environment within a financial institution is preferred.

Responsibilities

• The Financial Advocate focuses on developing and enhancing member relationships and assists members with opening a wide variety of products and services.
• Processes card disputes, assists with electronic devices and outbound sales calling, and performs other tasks to deepen member relationships.

Job description

Five Star Credit Union in Mississippi is seeking a Financial Advocate 3 Traditional for the Mississippi Market to deepen member relationships and drive sales. You will assist members with opening a wide range of products and services and support outbound sales calls.

Ideal candidates have experience in financial services, strong computer and communication skills, and the ability to work well in a team; prior consumer lending or service experience is preferred.