Member Experience Advisor (Digital Banking)

Citadel Credit Union; Exton (PA); On-site; USD 35,000 - 48,000; Full time

Job summary

Citadel Credit Union is seeking a Member Relationship Advisor in Exton, PA. You will handle member inquiries, review member relationships, and work with the team to ensure smooth operations while promoting digital banking services.

The role emphasizes delivering exceptional service, maintaining confidentiality in transactions, and meeting contact center goals in a fast-paced environment.

Qualifications

• 1–2 years of retail experience required or preferred.
• Contact center experience is a plus.
• Proficient knowledge of contact center technologies and data analysis.
• Demonstrated track record of delivering exceptional service.
• Strong goals attainment history and results.
• Excellent communication and interpersonal abilities.
• Ability to work under pressure with integrity and resilience.
• Fluent in English.

Responsibilities

• Handle member interactions to achieve successful outcomes and exceptional experiences.
• Perform member transactions accurately while maintaining confidentiality.
• Identify solutions and recommendations to deepen member relationships.
• Promote Citadel products and services based on account reviews.
• Educate members on Citadel’s digital banking services.
• Maintain knowledge of Citadel consumer and business products to recommend solutions.
• Collaborate with team to meet contact center goals and metrics.
• Continue education on industry trends and best practices.

Skills

Retail experience

Contact center experience

Customer service excellence

Communication skills

Interpersonal skills

Under pressure

Integrity and resiliency

English fluency

Education

High school diploma

College degree preferred

Job description

Citadel Credit Union is seeking a Member Relationship Advisor in Exton, PA. You will handle member inquiries, review member relationships, and work with the team to ensure smooth operations while promoting digital banking services.

The role emphasizes delivering exceptional service, maintaining confidentiality in transactions, and meeting contact center goals in a fast-paced environment.