Summary

Are you an outgoing person who loves creating a warm and welcoming atmosphere? Do you thrive in a collaborative work environment and enjoy helping others? Our credit union is looking for a Member Advocate – Bilingual Spanish to be the first friendly face visitors see when they walk into our branch or the helpful voice on the other end of the phone when they call us. In this role, you will set the tone for their experience, making every member feel valued, respected, and excited about their visit to our credit union. Be part of a mission-driven credit union that strives to empower our members. We offer a vibrant, employee-centric workplace with competitive pay, benefits, and opportunities for professional growth. In this role, you will see the impact you can personally make on members’ financial well-being while feeling connected to a meaningful purpose. If you are outgoing and passionate about serving others by delivering an unforgettable experience, we want you on our team!

Responsibilities

• Greet members and other visitors enthusiastically, creating a welcoming atmosphere where everyone feels welcome.
• Engage in friendly, professional conversations in-person, on the phone, and via email to assist members with their needs.
• Direct members to the appropriate team member or self-service options.
• Manage lobby traffic flow to ensure an efficient and positive experience for visitors and team members.
• Perform account transactions and basic troubleshooting on account issues or error resolution.
• Confidently share information about financial products, promotions, and credit union services in an informative manner, putting the members’ needs first.
• Process incoming mail; distribute to appropriate personnel.
• Educate and assist members with digital banking offerings, including mobile app, online banking, bill pay, mobile deposit, and more.
• Support the lending and member service departments by performing a variety of administrative tasks such as: scheduling appointments, preparing reports, data entry for account opening or new loans, processing loan satisfactions or loan payment protection applications, and scanning documents.
• Maintain an organized and inviting lobby, including hospitality/refreshment areas and family zone.
• Provide backup support on the teller line as needed.
• Promote member engagement initiatives such as financial literacy programs, community events, and special campaigns.
• Gather feedback from members; share insights with leadership to continuously improve member experience.
• May need to serve as a Notary Public.

Qualifications

• Must be bilingual in Spanish and English, with the ability to speak and write fluently in both languages.
• Passion for people, service, and community impact.
• Strong verbal and written communication skills with a friendly, approachable personality.
• Ability to effectively balance work tasks with member requests; versatility is a must.
• Intermediate skills with standard Microsoft Office products.
• Comfortability with technology, including a positive attitude toward learning and educating others on new technologies.
• Previous experience at a financial institution or similar role is desired.
• General understanding of financial products and services (or a demonstrated willingness to learn).
• Detail-oriented with a focus on accuracy.
• Strong critical thinking skills with the ability to resolve member concerns and issues independently.
• Notary Public certification is a plus.

About the Organization

Badger Globe Credit Union proudly fosters an employee-focused work culture, offering a competitive compensation package with opportunities for continued professional growth and development for every role. Pay range for the Member Advocate – Bilingual Spanish non-exempt (hourly) position is $45,000 - $50,000 per year. We offer health, dental & vision insurance, 401k retirement, profit sharing and 401k-matching, paid time off, paid holidays off, plus many other benefits. We are dedicated to serving our members Monday – Friday 8:30am to 5:30pm which allows our team to enjoy weekends off.

How to Apply

Please send your current resume to Mike Mehlberg to apply for this position.