Member Finance Advocate & Relationship Builder

Five-Star-Credit-Union; Donalsonville (GA); On-site; USD 31,000 - 38,000; Full time

Job summary

Five Star Credit Union is seeking a Financial Advocate 3 Traditional in Donalsonville, GA. The role focuses on developing and deepening member relationships, assisting with opening various products and services, processing card disputes, and outbound sales calls in a fast-paced environment.

Ideal candidates will have financial industry experience, strong communication, and solid technology skills, with a good grasp of relevant regulatory requirements.

Qualifications

• Experience in the financial industry with understanding of operations, products and services.
• Excellent computer and technology skills.
• Strong communication and teamwork abilities.
• Familiarity with related legal and regulatory requirements.

Responsibilities

• Assist members with opening a wide variety of products and services.
• Process card disputes and assist with electronic devices.
• Conduct outbound sales calls to deepen member relationships.
• Perform other tasks to support member needs and relationship growth.

Skills

Financial industry exp

Regulatory knowledge

Tech proficiency

Communication skills

Teamwork

Job description

Five Star Credit Union is seeking a Financial Advocate 3 Traditional in Donalsonville, GA. The role focuses on developing and deepening member relationships, assisting with opening various products and services, processing card disputes, and outbound sales calls in a fast-paced environment.

Ideal candidates will have financial industry experience, strong communication, and solid technology skills, with a good grasp of relevant regulatory requirements.