Member Advocate

Marine Credit Union • Prairie du Chien, WI

2d • Onsite

About The Position

A Member Advocate I is essential in helping MCU deliver on our mission within our community. They serve as a resource and educator for our members and an ambassador of the credit union. The role involves finding opportunities to build relationships with members and help them reach their financial goals. This includes performing a variety of services for our members, such as teller transactions and administrative functions, account opening, account maintenance, and identifying and matching member needs to our products and services.

Requirements

• 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.

Nice To Haves

• Bilingual Preferred

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED