Member Advocate III
About The Position
A Member Advocate III serves as a resource and educator for members and an ambassador of the credit union. The role builds member relationships and helps members reach their financial goals by providing teller transactions, administrative support, account opening and maintenance, and guidance on relevant products and services. The position serves as a consumer loan expert, assisting members throughout the lending process, and mentors and trains branch personnel in areas of expertise. Time is expected to be divided approximately 25% on the teller line and 75% helping members advance their financial journey.
Requirements
- High school diploma or equivalent.
- At least 1 year of sales experience.
- Ability to solve problems.
- Knowledge of the credit union’s products and services.
- Efficient computer skills, including Microsoft suite.
- Excellent written and verbal communication skills.
- Cash handling skills.
- Ability to learn and adhere to policies and procedures.
- Ability to create positive member experiences and build relationships.
Nice To Haves
- Lending experience.
- Bilingual ability.
- A college degree in business administration, marketing, sales, or finance.
- CUNA IRA Fundamentals and Advanced e-school.
- CUNA Working with Trust & Trust Accounts webinar.
- CUNA Working with Estates and Managing Deceased Members webinar.
- Completion of the MCU Lender Training Program.
Responsibilities
- Welcome members and take ownership of their experience from entry to exit.
- Build relationships by learning about members’ financial goals and suggesting appropriate products and services.
- Resolve member inquiries in one interaction whenever possible, or direct members to the appropriate person.
- Help members with questions, concerns, and education related to digital wallets, mobile banking, and online banking.
- Guide and advise members regarding specialty accounts, including decedent, business, IRA, trust, estate, power of attorney, representative payee, custodial, and guardianship accounts.
- Evaluate creditworthiness, loan structure, pricing, and terms, and recommend loan approval or denial.
- Make outbound calls to educate members or support specific campaigns.
- Contribute to branch teamwork and collaboration.
- Mentor and train branch staff.
- Communicate effectively with members in writing and verbally.
- Follow applicable policies, procedures, and regulatory compliance requirements.
- Perform teller transactions, administrative functions, account opening, and account maintenance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
