Member Advocate
Marine Credit Union
- Stanley, WI
- Permanent
- Full-time
- 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.
- 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.
- High school diploma or equivalent desired.
- Long periods of sitting will occur regularly.
- Occasional lifting and/or moving 15 lbs or less.
- Occasional bending, stooping, or crouching may be required.