Member Advocate II

Marine Credit Union - La Crosse-Onalaska Area

Hiring: Member Advocate II Company: Marine Credit Union Location: La Crosse-Onalaska Area Job Posted Time: 2026-09-03 14:28:59 Target Skills & Keywords : Regulatory Compliance About the job Required Skills: •A Member Advocate II is essential in helping MCU deliver on our mission within our community! •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. •Directs, guides, and advises members with regard to specialty accounts including decedent accounts, business accounts, IRAs, trust accounts, estate accounts, power of attorney, rep payee accounts, custodial accounts, and guardianship accounts. •Acts as a technology liaison resolving members questions, concerns and education with digital wallet, mobile, and online banking. •Expert in assisting members with fraud and chargebacks. •Assist members with account transactions, account maintenance, and other services depending on the member needs. Qualifications: •Knowledge of all products and services offer by the credit union. •Efficient computer skills including the Microsoft suite. •Excellent written and verbal communication •High school diploma or equivalent desired. •CUNA IRA Fundamentals and Advanced e-school. •CUNA Working with Trust & Trust Accounts webinar. •CUNA Working with Estates and Managing Deceased Members webinar. •Physical Requirements (with Or Without Accommodation) •Long periods of sitting will occur regularly. •Occasional lifting and/or moving 15 lbs or less. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!