Member Advocate III bei Marine Credit Union
Marine Credit Union · Stanley, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Stanley
- 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.
- 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.
- College degree in business administration, marketing, sales or finance desired.
- CUNA IRA Fundamentals and Advanced e-school
- CUNA Working with Trust & Trust Accounts webinar.
- CUNA Working with Estates and Managing Deceased Members webinar.
- Completion of the MCU Lender Training Program
- Long periods of sitting will occur regularly.
- Occasional lifting and/or moving 15 lbs or less.
- Occasional bending, stooping, or crouching may be required.