Member Advocate

Marine Credit Union • Platteville, WI

28d

About The Position

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.

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
• Number of Employees: 251-500 employees