Title: Member Advocate III (Sr. Counselor)

The Member Advocate III delivers extraordinary service while encouraging members and non members to choose the Credit Union as their primary financial services provider by proactively building member relationships. The Member Advocate III proactively suggests appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services.

1. Consultatively interact with members to help meet their spoken and unspoken financial needs, proactively recommend Credit Union products and services, and accurately address member service needs. Educate members on ease of use and convenience services, including technology where applicable, to encourage increased use of the cooperative while building and increasing member engagement.

1. Accurately process new a...