Member Experience Advocate

Marine Credit Union; Prairie du Chien (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Marine Credit Union in Wisconsin seeks a Member Advocate I to help members achieve their financial goals. You will educate, assist with transactions, and build lasting relationships while representing the credit union with professionalism.

The role involves greeting members, handling inquiries, and coordinating with the team to ensure a seamless member experience in a busy branch setting.

Qualifications

• Strong problem-solving abilities.
• Knowledge of Marine Credit Union products and services.
• Excellent written and verbal communication.
• Cash handling experience and accuracy.

Responsibilities

• Greet and welcome members; own the full experience from entry to exit.
• Build relationships by understanding members' financial goals and suggesting products and services.
• Provide one-touch resolution or direct inquiries to the appropriate staff.
• Assist members with account transactions and maintenance.
• Make outbound calls for member education campaigns.
• Collaborate with the branch team and uphold security protocols.
• Follow all policies, procedures, and regulatory requirements.

Skills

Problem solving

Product knowledge

Microsoft Office

Verbal written communication

Cash handling

Policy adherence

Relationship building

Bilingual

Education

High school diploma or equivalent

Job description

Marine Credit Union in Wisconsin seeks a Member Advocate I to help members achieve their financial goals. You will educate, assist with transactions, and build lasting relationships while representing the credit union with professionalism.

The role involves greeting members, handling inquiries, and coordinating with the team to ensure a seamless member experience in a busy branch setting.