Member Advocate III - Fond du Lac

Only for registered members Fond du Lac, United States

1 month ago

Default job background
Full time
A Member Advocate III 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 including specialty accounts account maintenance and identifying and matching member needs to our products and services Serves as a consumer loan expert working with members from start to finish on their lending needs Helps to mentor and train branch personnel on areas of expertise Greet make members feel welcome own the full experience from entry to exit Build relationships with members by proactively learning about their financial goals suggesting products or services that will get them there Provide one touch resolution on member inquiries wherever possible direct them to the appropriate person for specific information assistance Acts as a technology liaison resolving questions concerns education related digital wallet mobile online banking Directs guides advises regarding specialty accounts suggested above Evaluates worthiness structure pricing terms recommends approval denial Makes outbound calls educates or campaigns Works team fosters collaboration spirit Acts mentored trains staff Provides excellent written verbal communication Follows applicable policies procedures regulatory compliance Can expect time split twenty five percent teller line seventy five dedicated advancing along journey
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