Marine Credit Union
Position Summary:
A Member Advocate I is essential in helping MCU deliver on our mission within our community!
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 teamwork and collaboration.
Follows and adheres to all branch security and safety protocols.
Follows all applicable policies, procedures, and regulatory compliance.
Knowledge, Skills, and Abilities:
Ability to solve problems.
Knowledge of all products and services offered 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.
Education:
High school diploma or equivalent desired.
Physical Requirements:
Long periods of sitting will occur regularly.
Occasional lifting and/or moving 15 lbs or less.
Occasional bending, stooping, or crouching may be required.
This job description is not a complete statement of all duties and responsibilities comprising this position.
#J-18808-Ljbffr
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 teamwork and collaboration.
Follows and adheres to all branch security and safety protocols.
Follows all applicable policies, procedures, and regulatory compliance.
Knowledge, Skills, and Abilities:
Ability to solve problems.
Knowledge of all products and services offered 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.
Education:
High school diploma or equivalent desired.
Physical Requirements:
Long periods of sitting will occur regularly.
Occasional lifting and/or moving 15 lbs or less.
Occasional bending, stooping, or crouching may be required.
This job description is not a complete statement of all duties and responsibilities comprising this position.
#J-18808-Ljbffr