Member Experience Advocate - Retail Banking

Diamond Credit Union

South Temple (PA)

On-site

USD 32,000 - 36,000

Full time

10 days ago
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Job summary

Diamond Credit Union in Pennsylvania seeks a Member Advocate – Retail who delivers exceptional member service and handles requests related to credit union products and services. You will deepen member relationships through cross-selling and referrals at all branch touchpoints.

This on-site role requires strong communication, problem-solving, and the ability to travel between assigned branches. A high school diploma and 2+ years of customer service experience within a financial setting are

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; understand how to present features, benefits, and value of products and services for members with differing needs.
  • Demonstrate excellence in service and strive to exceed members’ expectations, delivering a wow member experience.

Skills

Customer service
Communication
Cross-selling
Problem resolution
Organizational skills
Technical proficiency
Availability 8:30am M-F
Travel between branches

Education

High school diploma
Two+ years customer service experience

Job description

Diamond Credit Union in Pennsylvania seeks a Member Advocate – Retail who delivers exceptional member service and handles requests related to credit union products and services. You will deepen member relationships through cross-selling and referrals at all branch touchpoints.

This on-site role requires strong communication, problem-solving, and the ability to travel between assigned branches. A high school diploma and 2+ years of customer service experience within a financial setting are

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