Member Advocate - Mission

Mainstreet Credit Union has consistently provided stability for employees and members over the span of more than 70 years. Not to mention, Mainstreet Credit Union aims to be the financial home to every member. We continue to strive for a welcoming culture, where our employees are knowledgeable, helpful, and accountable for their position within the team. To achieve this vision, we provide continued training and development opportunities, as well as a friendly environment where members and employees can feel ng a not-for-profit organization, we keep business simple and real.

We enjoy sharing in our community, and we always find the most effective way to serve our members and provide full pay and benefits for our employees, even through uncertain times.

In addition to our friendly and welcoming environment, we offer our employees:

• Day-time hours that provide for a healthy work-life balance
• Three weeks of PTO in the first year with a generous annual PTO carryover plan
• A wide variety of insurance options for health, dental, and vision
• 401k with company match
• Company provided life insurance and long-term disability
• Special product perks for employee

In the performance of their respective responsibilities, all employees are expected to perform the following:

• Predictable and reliable attendance as required to successfully perform the duties of the position.
• Foster a positive and supportive work environment conducive to the credit union’s culture initiatives by adhering to Mainstreet Credit Union’s service standards and values.
• Ability to perform job expectations in an accurate and efficient manner.
• Complete required new hire, on-the-job and additional training as indicated by management and company policy.
• Comply with all Mainstreet Credit Union policies and procedures as communicated in the Employee Handbook or elsewhere.

The Member Advocate connects with new and existing members through an interactive, consultative process that deepens relationships and member loyalty with Mainstreet Credit Union. These individuals consult, educate, assemble documentation and evaluate member account and loan application needs accurately. This role advocates for the members' financial needs, which includes lending and deposit applications, while mitigating risk and being the first line of defense against fraud.

This individual is accountable for empowering the communities they serve by consistently providing an exceptional member experience, improving our members' financial lives. In this role it is vital to provide efficient and accurate solutions to every member or prospective member they engage with.

• Build and nurture positive relationships with members through proactive communication methods, including outbound calls, emails, onboarding, and follow-up interactions
• Consult with current and prospective members to identify current and future financial service needs.
• Assess and identify current and prospective members’ needs to pair them with relevant products and services, to also include alternative recommendations and solutions when necessary.
• Ensure proper procedural compliance, accuracy, and authenticity of information and documents.
• Assists members with account openings to include checking, shares, certificates, money markets, IRAs, Trust accounts, etc.
• Interview members, gather and review documentation needed for loan applications, and make recommendations for centralized underwriting decisions.
• Ensure that established individual minimum performance standards (MAPS) and branch goals are actively pursued and consistently met or exceeded.
• Support development of peers through mentoring and job-shadowing.
• Process and audit transactions, including deposits, withdrawals, purchases, transfers and payments. In charge of maintaining and balancing a cash drawer and adhering to established cash handling and balancing procedures.
• Maintain an up-to-date and comprehensive knowledge of credit union products and services that are handled by this position.
• Keep a current and foundational understanding of all credit union products and services to ensure accurate referrals and seamless…