Member Advocate
On-siteWaupun, Wisconsin, United States
Job Summary
Greet members and own the full experience from entry to exit, building relationships by proactively learning about their financial goals and suggesting relevant products and services. Provide one-touch resolution on inquiries or direct members to the appropriate personnel, while assisting with account transactions, maintenance, and administrative functions including teller duties and account openings. Make outbound calls to educate members or execute specific campaigns, ensuring all interactions adhere to branch security, safety, and regulatory compliance protocols. This role supports the greater branch team in fostering collaboration and helping members reach their financial goals.
Required Qualifications
- 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
- High school diploma or equivalent
- Long periods of sitting
- Occasional lifting and/or moving 15 lbs or less
- Occasional bending, stooping, or crouching
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