Member Experience Advocate - Financial Services

Diamond Credit Union; Pottstown (Montgomery County); On-site; USD 32,000 - 42,000; Full time

Job summary

Diamond Credit Union in Montgomery County, PA is seeking a Member Advocate - Retail to deliver exceptional member service, handle inquiries, and deepen relationships across Diamond's products at all member touchpoints.

The role supports branch development, cross-selling, and achieving individual goals. It requires a high school diploma and 2+ years customer service experience, preferably in a financial institution; willingness to travel between branches and work various shifts.

Qualifications

• High School diploma or equivalent.
• Two plus years of customer service experience, preferably within a financial institution.

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

Member service

Commitment to excellence

Interpersonal skills

Problem resolution

Organization

Technical skills

Availability 8:30am

Flexible hours

Branch travel

Education

High School diploma

Customer service experience (2+ yrs)

Job description

Diamond Credit Union in Montgomery County, PA is seeking a Member Advocate - Retail to deliver exceptional member service, handle inquiries, and deepen relationships across Diamond's products at all member touchpoints.

The role supports branch development, cross-selling, and achieving individual goals. It requires a high school diploma and 2+ years customer service experience, preferably in a financial institution; willingness to travel between branches and work various shifts.