Member Experience Banker & Lending Advisor

First Commonwealth Federal Credit Union; Allentown (Lehigh County); On-site; USD 32,000 - 40,000; Full time

Job summary

First Commonwealth FCU is seeking a Customer Service/Member Support professional to assist members with basic transactions, account maintenance, and financial wellness guidance. The role emphasizes empathy, teamwork, and a proactive approach to solving member needs.

The ideal candidate will have 1–2 years of retail or customer service experience, a High School diploma, and solid communications skills. The position involves using digital tools and collaborating with specialists to help members

Qualifications

• 1-2 years retail or customer service experience.
• High School diploma.
• Basic computer and keyboarding skills.
• Strong oral and written communications.

Responsibilities

• Servicing member’s basic transactional needs
• Conducting general account maintenance
• Earning and maintaining Financial Wellness counselor certification in order to assist members in realizing their long-term financial goals
• Utilizing our Member Engagement Model to determine member needs and developing appropriate credit solutions
• Following up on loan applicants and ultimately closing loans.
• Keeping current on all FCFCU products and services
• Utilizing Smartphones and tablets in order to personally demonstrate alternative banking channels including mobile and online banking.
• Maintaining knowledge of fundamentals of lending, loan documentation and corresponding loan compliance (obtain NMLS license)
• Making appropriate referrals to Mortgage and Investment specialist
• Troubleshooting and problem solving while handling member objections

Skills

Customer service

Communication skills

Multi-tasking

Financial services knowledge

Education

High School Diploma

Job description

First Commonwealth FCU is seeking a Customer Service/Member Support professional to assist members with basic transactions, account maintenance, and financial wellness guidance. The role emphasizes empathy, teamwork, and a proactive approach to solving member needs.

The ideal candidate will have 1–2 years of retail or customer service experience, a High School diploma, and solid communications skills. The position involves using digital tools and collaborating with specialists to help members