Member Experience Specialist - Banking & Loans

Ardent-Federal-Credit-Union; Radnor (Delaware County); On-site; USD 30,000 - 34,000; Full time

Job summary

Ardent-Federal-Credit-Union, at the Wayne Branch in Wayne, PA, seeks a Full Time Member Services Specialist to greet members, open accounts, and promote Credit Union products. The role focuses on delivering a positive, proactive member experience and achieving branch goals.

The position requires 2-3 years of branch experience and strong communication skills to assist with the new member process, loan origination, and service excellence.

Qualifications

• High School diploma or equivalent required.
• 2-3 years of branch experience preferred.
• Financial services experience preferred.

Responsibilities

• Assist members with membership/new account applications in person, over the phone, or remotely, ensuring accuracy and timely processing.
• Build long-term relationships by recommending Credit Union products that fit member needs.
• Understand loan products and related regulations to advise and originate loans when appropriate.
• Process currency transactions and report suspicious activity as needed.
• Meet or exceed assigned goals and represent the Credit Union professionally.

Skills

Courteous service

Sales ability

Written & verbal communication

Interpersonal & presentation skills

Security awareness

Credit Union product knowledge

Education

High School diploma or equivalent

2-3 years branch experience

Tools

In-house computer system

Job description

Ardent-Federal-Credit-Union, at the Wayne Branch in Wayne, PA, seeks a Full Time Member Services Specialist to greet members, open accounts, and promote Credit Union products. The role focuses on delivering a positive, proactive member experience and achieving branch goals.

The position requires 2-3 years of branch experience and strong communication skills to assist with the new member process, loan origination, and service excellence.