Apply on Employer Site

Marine Credit Union · 2 days ago

Member Advocate II

Des Moines, IA

Full-time

Onsite

Mid Level

Marine Credit Union is focused on delivering exceptional service in the community, and they are seeking a Member Advocate II to serve as a resource and educator for their members. This role involves building relationships with members, assisting with various account services, and mentoring branch personnel.

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

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

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

Expert in assisting members with fraud and chargebacks

Assist members with account transactions, account maintenance, and other services depending on the member needs

Provides excellent written and verbal communication with our members

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

Follows and adheres to all branch security and safety protocols

Follows all applicable policies, procedures, and regulatory compliance

Qualification

Credit union productsCash handling skillsMicrosoft SuiteProblem-solving abilityTrainingCommunicationMentoringBuilding relationships

Required

High school diploma or equivalent desired

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