Member Experience Advocate II

Marine Credit Union; Onalaska (WI); On-site; USD 38,000 - 52,000; Full time

Job summary

Marine Credit Union in Onalaska, WI is seeking a Member Advocate II to help members achieve their financial goals. You will act as a resource and educator, handling teller transactions, account openings, maintenance, and specialty accounts while mentoring branch staff.

You will build relationships, resolve inquiries, and educate members about digital banking; strong communication and problem-solving skills are essential. This role emphasizes teamwork and community service.

Qualifications

• High school diploma or equivalent required or desired.
• CUNA IRA Fundamentals and Advanced e-school completed.

Responsibilities

• Greet and welcome members, owning the full experience from entry to exit.
• Build relationships by learning members' financial goals and suggesting suitable products and services.
• Provide one-touch resolution on member inquiries or direct them to the right person for assistance.
• Advise on specialty accounts including IRAs, trusts, decedent accounts, estate accounts, power of attorney, and guardianship accounts.
• Act as a technology liaison for digital wallet, mobile, and online banking questions.
• Assist members with fraud and chargebacks.
• Help with account transactions and maintenance as needed.
• Communicate clearly in writing and verbally with members.
• Make outbound calls to educate members or for campaigns.
• Mentor and train branch personnel and promote teamwork.

Skills

Problem solving

Product knowledge

Microsoft Office

Written and verbal communication

Cash handling

Policy adherence

Relationship building

Education

High school diploma

CUNA IRA Fundamentals

CUNA Trust & Estates webinars

CUNA Estates & Deceased Members webinar

Job description

Marine Credit Union in Onalaska, WI is seeking a Member Advocate II to help members achieve their financial goals. You will act as a resource and educator, handling teller transactions, account openings, maintenance, and specialty accounts while mentoring branch staff.

You will build relationships, resolve inquiries, and educate members about digital banking; strong communication and problem-solving skills are essential. This role emphasizes teamwork and community service.