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Marine Credit Union · 1 day ago

Member Advocate

Fond du Lac, WI

Full-time

Onsite

New Grad, Entry Level

Marine Credit Union is dedicated to serving its community, and they are seeking a Member Advocate to help fulfill this mission. The role involves building relationships with members, assisting them with financial goals, and performing various account services.

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

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