Member Xperience Officer

Ardent Credit Union; King of Prussia (PA); Presencial; USD 32.000 - 45.000; Jornada completa

Descripción de la vacante

Ardent Credit Union is seeking a member service representative to greet members in person, on the phone or remotely, and to process new accounts with accuracy and timeliness.

You will build relationships, promote relevant products, assist with loan applications, and travel to branches as needed to support member needs while upholding credit union policies.

Formación

• High School diploma or equivalent.
• 1-3 years of experience, preferably in a branch setting.

Responsabilidades

• Greet members in person, on the telephone or remotely and complete new member applications accurately and timely.
• Build long-term relationships and identify additional services to meet member needs.
• Recommend, originate and disburse loan applications with guidance as needed.
• Assist members with Credit Union products and services as required.
• Complete Currency Transaction Reports accurately and report suspicious activity when necessary.
• Meet or exceed assigned goals and represent the Credit Union professionally.
• Provide information about products/services and respond to member requests promptly.
• Travel to branches as backup to meet members at remote sites.

Conocimientos

Customer service

Sales

Communication

Interpersonal skills

Branch banking knowledge

Educación

High school diploma

Herramientas

In-house computer system

Descripción del empleo

To create a positive memorable experience with each member through prompt, upbeat interactions while following Credit Union policies and procedures.Responsible for matching the Credit Union's products with the needs of members; takes a proactive approach in selling products that meet member needs in an effort to exceed established goals.

Essential Functions:

• Ability to positively assist with completing membership /new account applications by greeting members in person, on the telephone or remotely. The new member process must be completed accurately, timely and pass quality control review within written guidelines.
• Ability to build long-term relationships between the members and the Credit Union including knowledge to recommend additional services that may fit the member’s needs.
• Working knowledge of all loan products and associated regulations.
• Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.
• Assist members with completing all Credit Union Products and Services with limited assistance as needed.
• Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager.
• Meet or exceed all assigned goals.
• Represent the Credit Union in a professional/positive manner at all times.
• Provide marketing material and handle specific requests from members for information about the Credit Union.
• Complete all member requests in a timely manner.
• Travel to Branches as backup and meet members at remote sites, as needed.
• Perform other duties as required.
• Demonstrated ability to provide courteous and professional service to members.
• Demonstrated ability to explain and initiate the processing of Credit Union services.
• Familiar with Credit Union functions and sales ability.
• Knowledge of Credit Union products and services.
• Knowledge of organization's policies/procedures and Credit Union's service philosophy.
• Knowledge of Credit Union deposit and lending functions.
• Knowledge of Credit Union's in-house computer system.
• Effective written and verbal communication skills
• Strong interpersonal and presentation skills.
• Knowledge of safety and security program for robberies, bomb threats and extortion.

Job Requirements (Education/Experience):

• High School diploma or equivalent.
• 1-3 years of experience, preferably in a branch setting.

Ardent Credit Union is an Equal Opportunity Employer