Member Advocate

Marine Credit Union; Waupun (WI); On-site; USD 2,066,000 - 2,755,000; Full time

Job summary

Marine Credit Union is seeking a Member Advocate I to help us guide members toward their financial goals. You will greet members, educate them on our products, and provide service from entry to exit, acting as a resource and ambassador for the credit union.

In this role, you will handle teller tasks, account openings and maintenance, and identify member needs to connect them with the right services while upholding security and compliance standards.

Qualifications

• Ability to solve problems.
• Knowledge of all products and services offered by the credit union.
• Efficient computer skills including the Microsoft suite.
• Excellent written and verbal communication.
• Cash handling skills.
• Ability to learn and adhere to all policy and procedures.
• Expert in creating amazing experiences and building relationships.

Responsibilities

• Greet and welcome members; own the full experience from entry to exit.
• Build relationships by learning members' financial goals and suggesting products and services.
• Provide one-touch resolution on member inquiries or direct to the appropriate person.
• Assist members with account transactions, maintenance, and other services.
• Make outbound calls to educate members or for campaigns.
• Work as a member of the branch team and foster teamwork.
• Follow branch security and safety protocols.
• Follow all applicable policies, procedures, and regulatory compliance.

Skills

Problem solving

Product knowledge

Microsoft Office

Written and verbal communication

Cash handling

Policy and procedures adherence

Relationship building

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Position Summary:

A Member Advocate I is essential in helping MCU deliver on our mission within our community!

Serve as a resource and educator for our members and an ambassador of the credit union. Find opportunities to build relationships with members and help them reach their financial goals. Perform a variety of services for our members, including teller transactions and administrative functions, account opening, account maintenance, and identifying and matching member needs to our products and services.

Major Duties and Responsibilities:

• Greet and make members feel welcome, own the full experience from entry to exit.
• Build relationships with members by proactively learning about their financial goals and suggesting products and services that will get them there.
• Provide one-touch resolution on member inquiries wherever possible and/or direct them to the appropriate person for the specific information or assistance.
• Assist members with account transactions, account maintenance, and other services depending on the member needs.
• Make outbound calls to educate members or for specific campaigns.
• Works as a member of the greater branch team and fosters the spirit of teamwork and collaboration.
• Follows and adheres to all branch security and safety protocols.
• Follows all applicable policies, procedures, and regulatory compliance.

Knowledge, Skills, and Abilities:

• Ability to solve problems.
• Knowledge of all products and services offer by the credit union.
• Efficient computer skills including the Microsoft suite.
• Excellent written and verbal communication
• Cash handling skills
• Ability to learn and adhere to all policy and procedures.
• Expert in creating amazing experiences and building relationships.

Education:

• High school diploma or equivalent desired.

Physical Requirements (with or without accommodation):

• Long periods of sitting will occur regularly.
• Occasional lifting and/or moving 15 lbs or less.
• Occasional bending, stooping, or crouching may be required.