Member Experience Advocate — Financial Solutions

Gulf Winds Credit Union

Pensacola (FL)

On-site

USD 32,000 - 36,000

Full time

8 days ago
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Benefits offered by this job

401(k) with company match
Employer-funded pension plan
Paid holidays
PTO 18 days
Volunteer time
Health, dental, vision insurance

Job summary

Gulf Winds Credit Union is seeking a highly motivated Member Advocate Expert to welcome members in-branch and deliver professional, service‑driven support. You will handle a range of inquiries, open new accounts, process loans, and help members meet their financial goals while promoting Gulf Winds’ solutions.

The role emphasizes relationship-building, teamwork, and adherence to Gulf Winds’ values of Integrity, Care, Growth and Innovation. A competitive incentive program accompanies hourly pay.

Qualifications

  • Three to five years of similar or related experience.
  • High school education or GED required.

Responsibilities

  • Assist members with inquiries and account questions.
  • Open new accounts and process consumer and HELOC/HELOAN applications.
  • Provide outstanding service and promote Gulf Winds products.
  • Educate members on Gulf Winds offerings and refer to appropriate lines of business.
  • Support branch operations in the absence of managers.
  • Handle audits and compliance tasks as needed.

Skills

Customer service
Communication skills
Sales experience

Education

High school diploma or GED

Job description

Gulf Winds Credit Union is seeking a highly motivated Member Advocate Expert to welcome members in-branch and deliver professional, service‑driven support. You will handle a range of inquiries, open new accounts, process loans, and help members meet their financial goals while promoting Gulf Winds’ solutions.

The role emphasizes relationship-building, teamwork, and adherence to Gulf Winds’ values of Integrity, Care, Growth and Innovation. A competitive incentive program accompanies hourly pay.

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