Member Advocate

Marine Credit Union

  • Stanley, WI
  • Permanent
  • Full-time
  • 15 days ago
DescriptionPosition Summary:A Member Advocate I, 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, account maintenance, and identifying and matching member needs to our products and services.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.
  • Assist members with account transactions, account maintenance, and other services depending on the member needs.
  • 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.
  • Follows and adheres to all branch security and safety protocols.
  • Follows all applicable policies, procedures, and regulatory compliance.
Knowledge, Skills, and Abilities:
  • Ability to solve problems.
  • Knowledge of all products and services offer by the credit union.
  • 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.
Education:
  • High school diploma or equivalent desired.
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.
This job description is not a complete statement of all duties and responsibilities comprising this position.

Marine Credit Union