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Marine Credit Union · 19 hours ago

Member Advocate III

Fond du Lac, Wisconsin

Full-time

Onsite

Entry, Mid Level

1+ years exp

Marine Credit Union is committed to serving its community, and they are seeking a Member Advocate III to enhance member relationships and assist with financial goals. This role involves providing various services, mentoring staff, and ensuring compliance with policies while fostering an excellent member experience.

Financial Services

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

Acts as a technology liaison resolving members questions, concerns and education with digital wallet, mobile, and online banking

Directs, guides, and advises members regarding specialty accounts including decedent accounts, business accounts, IRAs, trust accounts, estate accounts, power of attorney, rep payee accounts, custodial accounts, and guardianship accounts

Evaluate credit worthiness, loan structure, pricing, terms as well as recommend loan approval or denial

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

Acts as a mentor and trainer to branch staff

Provides excellent written and verbal communication with our members

Follows all applicable policies, procedures, and regulatory compliance

You can expect your time to be split as 25% on the teller line and 75% dedicated to helping advance our members along their financial journey

Qualification

Lending experienceSales experienceCash handling skillsMicrosoft SuiteBilingualCustomer serviceProblem solvingCommunication skillsRelationship building