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Member Advocate
Member Advocate-March 2024
Brillion
Mar 31, 2025
About Member Advocate

  JOB REQUIREMENTS: Job Details Job Location Brillion, WI-BrillionBranch - Brillion, WI Position Type Full Time Salary Range \$17.50Hourly Description If you\'re looking to grow your skills at an upbeat,community-focused organization with no evening hours, let\'s talk! As aMember Advocate, your passion for connecting with people will be a greatfit. By performing account transactions, answering questions, andsharing recommendations for personalized products/services, you\'ll be atrusted advisor to our members. Not well-versed in banking? No problem!Our top-notch training and support will quickly turn you into an expert.POSITION SUMMARY The Member Advocate is responsible for providingtransactional and information services to credit union members whileachieving sales goals. POSITION RESPONSIBILITIES Cross sell financialproducts or refer members to professionals who can assist them. Meet orexceed specific individual monthly referral goals. Promote and recommendvarious credit union products such as consumer loans, deposits,mortgages, investments, credit cards, and various electronic services.Respond to questions from the members regarding services we provide in aprofessional friendly manner. Complete deposit, withdrawal, and servicestransactions with accuracy and efficiency while following all securityprocedures. Maintain member confidentiality at all times by verifyingall necessary signatures, endorsements, and proper photo identification.Saturday hours are required on a rotating basis. Additional dutiesassigned *The Member Advocate Float position would be scheduled toassist both our Brillion and Sherwood Branch Locations, must be okaywith traveling. * Qualifications EDUCATION AND EXPERIENCE High schooldiploma or equivalency, or currently enrolled in high school. Previouscash handling and/or retail experience preferred. KEY COMPETENCIES Ableto read and interpret policy and procedures. Learn and know Summitoperating system. Learn and know product offerings. Stay abreast of newproducts and services. Effective written and verbal skills. Basiccomputer skills, use of standard keyboard, mouse and common softwarepackages. Accurate math skills, ability to calculate figures and amountssuch as cash denominations. Ability to use basic 10-key calculator.Complies with all Federal and Credit Union regulations as it relates tothis position. Maintain the credit union\'s professional image andService Standards when handling all member interactions. Requires anoutgoing, friendly, and enthusiastic team orientated personality. Promptattendance during all schedule shifts and required meetings. Yearlycompletion of all on-line compliance training as defined by... For fullinfo follow application link. All qualified applicants will receiveconsideration for employment without regard to race, color, religion,gender, national origin, age, sexual orientation, gender identity,disability or veteran status ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/9EC01F5066E845FA

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