Member Advocate III

Marine Credit Union; Milwaukee (WI); On-site; USD 41,000 - 56,000; Full time

Job summary

Marine Credit Union in Milwaukee seeks a committed Member Advocate III to educate members, build relationships, and guide them toward their financial goals. You will handle teller tasks, account openings, and lending needs, while mentoring branch staff and ensuring compliance with policies.

As a member-focused ambassador, you will support digital banking education and offer personalized solutions. The role blends sales with service, requiring strong communication and product knowledge.

Qualifications

• 1+ year of sales experience required; lending experience preferred.
• Cash handling and accuracy required; strong communication skills.
• Ability to learn and adhere to all policies and procedures.
• Bilingual ability preferred; customer-focused mindset.

Responsibilities

• Greet and welcome members, owning the full experience from entry to exit.
• Build relationships by learning members' financial goals and suggesting products.
• Provide one-touch resolution or direct to the right person for assistance.
• Act as a technology liaison for digital wallet, mobile, and online banking questions.
• Advise on specialty accounts (decedent, IRAs, trusts, estates, power of attorney, guardianship).
• Evaluate credit worthiness, loan structure, pricing, and terms; recommend approvals or denials.
• Make outbound calls to educate members or for campaigns.
• Mentor and train branch staff; work as part of the branch team.

Skills

Problem solving

Product knowledge

Sales experience

Lending experience

MS Office

Communication

Cash handling

Bilingual

Education

High school diploma

College degree in business/marketing/sales/finance

CUNAIRA Fundamentals

Trust & Estates webinars

MCU Lender Training Program

Tools

Microsoft Office

Job description

Position Summary:

A Member Advocate III 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 including specialty accounts, account maintenance, and identifying and matching member needs to our products and services. Serves as a consumer loan expert, working with members from start to finish on their lending needs.Helps to mentor and train branch personnel on areas of expertise.

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.
• Acts as a technology liaison resolving members questions, concerns and education with digital wallet, mobile, and online banking.
• Directs, guides, and advises members regarding specialty accounts including decedent accounts, business accounts, IRAs, trust accounts, estate accounts, power of attorney, rep payee accounts, custodial accounts, and guardianship accounts.
• Evaluate credit worthiness, loan structure, pricing, terms as well as recommend loan approval or denial.
• 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.
• Acts as a mentor and trainer to branch staff.
• Provides excellent written and verbal communication with our members.
• Follows all applicable policies, procedures, and regulatory compliance.
• You can expect your time to be split as 25% on the teller line and 75% dedicated to helping advance our members along their financial journey.

Knowledge, Skills. and Abilities:

• Ability to solve problems.
• Knowledge of all products and services offer by the credit union.
• 1+ years of sales experience required. Lending experience preferred.
• 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.
• Bilingual Preferred.

Education:

• High school diploma or equivalent.
• College degree in business administration, marketing, sales or finance desired.
• CUNAIRA Fundamentals and Advanced e-school
• CUNA Working with Trust & Trust Accounts webinar.
• CUNA Working with Estates and Managing Deceased Members webinar.
• Completion of the MCU Lender Training Program

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.