Member Advocate, Retail Banking

Diamond Credit Union; South Temple (PA); On-site; USD 32,000 - 52,000; Full time

Job summary

Diamond Credit Union is seeking a Member Advocate – Retail to deliver exceptional member service and manage inquiries related to credit union products and services at assigned branch locations. You will deepen member relationships through cross-selling and referrals, travel between branches as needed, and maintain accuracy while using multiple systems.

The role requires a high school diploma and 2+ years of customer service experience, preferably in financial institutions.

Qualifications

• Demonstrated dedication to positive, member-focused service.
• Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Ability to work through member situations and provide effective and accurate resolutions.
• Good organizational skills and attention to detail.
• Good technical skills and ability to work with multiple systems.
• Ability to be available at 8:30am M-F.
• Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri.
• Ability to travel between branches.

Responsibilities

• Effectively manage member inquiries, questions, complaints, and conflicts pertaining to their accounts.
• Support branch development initiatives, execute assigned branch development tactics and meet individual goals.
• Maintain and deepen current account relationships through cross selling; ability to understand how to present features, the corresponding benefits, and the value our products and services can provide to members with differing needs.
• Demonstrate an excellence in service; the ability to meet and exceed members’ expectations, as well as providing the ‘wow’ member experience.

Skills

Interpersonal communication

Customer service

Problem resolution

Attention to detail

Multi-system proficiency

Education

High School diploma

Two+ years customer service experience

Job description

Diamond Credit Union is seeking a Member Advocate – Retail to deliver exceptional member service and manage inquiries related to credit union products and services at assigned branch locations. You will deepen member relationships through cross-selling and referrals, travel between branches as needed, and maintain accuracy while using multiple systems.

The role requires a high school diploma and 2+ years of customer service experience, preferably in financial institutions.