Member Advocate

2 weeks ago


Monroe, Wisconsin, United States Marine Credit Union Full time
Job Title: Member Advocate

Job Summary:
A Member Advocate plays a vital role in helping Marine Credit Union deliver on its mission within the community. This individual serves as a resource and educator for members, while also being an ambassador of the credit union. The Member Advocate finds opportunities to build relationships with members and helps them achieve their financial goals. This role involves performing a variety of services for members, including teller transactions and administrative functions, account opening, account maintenance, and identifying and matching member needs to our products and services.

Main Responsibilities:
  • Provide exceptional member service by greeting and making members feel welcome, owning 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 help them achieve those goals.
  • Provide one-touch resolution on member inquiries wherever possible and/or direct them to the appropriate person for specific information or assistance.
  • Assist members with account transactions, account maintenance, and other services depending on the member's needs.
  • Make outbound calls to educate members or for specific campaigns.
  • Work as a member of the greater branch team and foster the spirit of teamwork and collaboration.
  • Follow all branch security and safety protocols.
  • Follow all applicable policies, procedures, and regulatory compliance.
Requirements:
  • Ability to solve problems.
  • Knowledge of all products and services offered by the credit union.
  • Efficient computer skills, including the Microsoft suite.
  • Excellent written and verbal communication skills.
  • Cash handling skills.
  • Ability to learn and adhere to all policy and procedures.
  • Expertise in creating amazing experiences and building relationships.
Physical Requirements:
  • Long periods of sitting will occur regularly.
  • Occasional lifting and/or moving 15 lbs or less.
  • Occasional bending, stooping, or crouching may be required.

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