Member Experience & Solutions Advocate

Ardent Credit Union; Wayne (PA); On-site; USD 36,000 - 54,000; Full time

Job summary

Ardent Credit Union in Wayne, PA seeks a friendly Member Services professional to assist members with new account openings, greet them warmly, and respond to inquiries. You will navigate the new member process accurately and pass quality controls.

You will build lasting member relationships, explain loan options, originate and disburse loans, and ensure compliance with credit union policies. Travel to branches as needed and aim to exceed goals while delivering professional service.

Qualifications

• Greeting members in person, on the phone, or remotely.
• Recommend credit union products that fit member needs.
• Understand loan products and associated regulations.
• Complete currency transaction reports accurately.
• Meet or exceed assigned goals.

Responsibilities

• Assist with member applications and new accounts.
• Build long-term relationships and upsell services.
• Originate, disburse, and process approved loans.
• Provide accurate information on products and services.
• Represent the credit union professionally.
• Travel to branches as backup.

Skills

Customer service

Sales aptitude

Relationship building

Communication skills

Interpersonal skills

Presentation skills

Education

High School Diploma

Tools

In-house computer system

Job description

Ardent Credit Union in Wayne, PA seeks a friendly Member Services professional to assist members with new account openings, greet them warmly, and respond to inquiries. You will navigate the new member process accurately and pass quality controls.

You will build lasting member relationships, explain loan options, originate and disburse loans, and ensure compliance with credit union policies. Travel to branches as needed and aim to exceed goals while delivering professional service.