Member Advocate
On-siteMilwaukee, Wisconsin, United States
Milwaukee, Wisconsin, United StatesOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Greet members and own the full experience from entry to exit, providing one-touch resolution on inquiries or directing them to appropriate assistance. Assist with account transactions, maintenance, and administrative functions while proactively learning financial goals to suggest relevant products and services. Make outbound calls for education and specific campaigns, ensuring all branch security, safety, and regulatory compliance protocols are followed. Work as part of the greater branch team to foster collaboration and build lasting relationships with members.
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
Desired Qualifications
- Bilingual
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