Member Experience Advisor

Appone

Village of Adams (NY)

Hybrid

USD 42,000 - 53,000

Full time

2 days ago
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Benefits offered by this job

Hybrid work environment

Job summary

Northern Federal Credit Union is hiring a Member Relationship Specialist to deliver exceptional service and personalized financial solutions. You will build rapport with members, understand their needs, and guide them through account openings and transactions in a fast-paced, collaborative environment.

Hybrid work is available after completing new account certification. Strong communication, teamwork, and adherence to policies are essential for success in this role.

Qualifications

  • High School graduate or equivalent.
  • 6 months to 2 years Customer Service Experience is required.
  • NYS Notary Public commission is preferred.
  • Exceptional member service skills: relationship-focused approach, product knowledge, attention to detail, adherence to policies.

Responsibilities

  • Provide trusted guidance to members and open/close accounts.
  • Process transactions (ACH, Wires, Notaries) and service requests.
  • Promote credit union services and digital channels to members.
  • Maintain accurate member records and documentation in CRM 360.
  • Support center operations including cash handling and audits.

Skills

Customer service
Relationship building
Communication
Active listening

Education

High School graduate or equivalent

Tools

MS Office Suite
Outlook

Job description

Northern Federal Credit Union is hiring a Member Relationship Specialist to deliver exceptional service and personalized financial solutions. You will build rapport with members, understand their needs, and guide them through account openings and transactions in a fast-paced, collaborative environment.

Hybrid work is available after completing new account certification. Strong communication, teamwork, and adherence to policies are essential for success in this role.

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