Member Advocate

Job description

Position Summary: A Member Advocate I, is essential in helping MCU deliver on our mission within our community! Serve as a resource and educator for our members and an ambassador of the credit union. Find opportunities to build relationships with members and help them reach their financial goals. Perform a variety of services for our members, including teller transactions and administrative functions, account opening, account maintenance, and identifying and matching member needs to our products and services. Major Duties and 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 tea...