Financial Advocate: Member Growth & Service

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

Job summary

Five Star Credit Union seeks a Financial Advocate for the Downtown Dothan area. The role focuses on expanding member relationships by assisting with a range of banking products, processing card disputes, and guiding customers through services while engaging in outbound sales calls.

The candidate should understand credit union operations, be well-organized, and possess strong communication and tech skills to thrive in a fast-paced, team-oriented environment.

Qualifications

• Understands credit union operations, products, and regulatory requirements.
• Organized and able to multi-task in a fast-paced sales/service environment.
• Excellent communication and teamwork skills.

Responsibilities

• Develop and enhance member relationships.
• Assist members with opening products and services and processing requests.
• Process card disputes and assist with electronic devices.
• Outbound sales calling and other duties to deepen member relationships.

Skills

Customer service

Sales experience

Communication

Tech skills

Job description

Five Star Credit Union seeks a Financial Advocate for the Downtown Dothan area. The role focuses on expanding member relationships by assisting with a range of banking products, processing card disputes, and guiding customers through services while engaging in outbound sales calls.

The candidate should understand credit union operations, be well-organized, and possess strong communication and tech skills to thrive in a fast-paced, team-oriented environment.