Bilingual Member Advocate
On-siteMilwaukee, Wisconsin, United States
Job Summary
Greet members and own the full experience from entry to exit, building relationships by proactively learning financial goals and suggesting products. Handle teller transactions, account maintenance, and openings while providing one-touch resolution on inquiries or directing members to appropriate assistance. Make outbound calls for education and specific campaigns, adhering to all branch security, safety, and regulatory compliance protocols. Requires bilingual skills, cash handling expertise, and efficient computer skills. Long periods of sitting occur regularly with occasional lifting of 15 lbs or less. Works as part of the greater branch team fostering collaboration.
Required Qualifications
- Bilingual
- High school diploma or equivalent
- 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
- Long periods of sitting
- Occasional lifting and/or moving 15 lbs or less
- Occasional bending, stooping, or crouching
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