Member Experience Pro (Part-Time Banking)

First Commonwealth Federal Credit Union; Sinking Spring (Berks County); On-site; USD 21,000 - 25,000; Part time

Job summary

First Commonwealth FCU is seeking a Part-Time Member Experience Associate to join our team in delivering exceptional in-branch service. You will handle basic transactions, assist with account maintenance, and work toward earning Financial Wellness certification to guide members toward their long-term financial goals.

You will also use our Member Engagement Model to assess needs and present suitable credit solutions, while referencing lending basics and loan compliance.

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

Exceptional service

Customer focus

Organizational skills

Communication skills

Learning agility

Team collaboration

Problem solving

Education

High School diploma

Job description

First Commonwealth FCU is seeking a Part-Time Member Experience Associate to join our team in delivering exceptional in-branch service. You will handle basic transactions, assist with account maintenance, and work toward earning Financial Wellness certification to guide members toward their long-term financial goals.

You will also use our Member Engagement Model to assess needs and present suitable credit solutions, while referencing lending basics and loan compliance.