Role OverviewThe Member Advocate Team Lead is responsible for providing excellent member service, processing financial transactions, resolving issues, and identifying financial services that fit members' needs. They provide supervisory duties and assist the manager with branch management.
What You Will Do
Provide prompt, professional, accurate service and support to members and associates, process transactions, resolve problems, and answer questions regarding account issues and Credit Union products and services.
Why It Might Be a Fit
The ideal candidate will have strong professional verbal and written communication skills, creative thinking abilities, and the ability to identify members' banking issues and needs to promote products and services that ensure member financial goals are met.
Requirements
- A high school education or GED
- Three or more years of work experience in a bank or credit union in a similar position
- Ability to provide best of class, Member Centric service
- Effective time management and accuracy in work
- Mathematical skills and ability to balance cash
- Strong professional verbal and written communication skills
- Ability to identify members' banking issues and needs
- Ability to make decisions and use judgment within proper authority levels
- Ability to promote a collaborative, cooperative, and productive work environment
Benefits
- Dental insurance
- Vision insurance
- Health insurance
- Life insurance
- Disability insurance
- 401(k) or retirement plan
- Paid time off (vacation, sick leave)
- Paid holidays
- Flexible work hours
- Opportunities for professional growth and development
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