Member Xperience Officer

Ardent Credit Union; Philadelphia (Philadelphia County); On-site; USD 36,000 - 48,000; Full time

Job summary

Ardent Credit Union in Philadelphia is seeking a customer-focused team member to assist members with new accounts, greet in person or by phone, and provide upbeat service while adhering to credit union policies.

You will build relationships, explain Credit Union products, process loans, and ensure accurate currency transaction reporting. Travel to branches as needed and contribute to meeting branch goals with professional, proactive service.

Qualifications

• High School diploma or equivalent.
• 2-3 years of experience, preferably in a branch setting.
• Knowledge of Credit Union products and services.

Responsibilities

• Assist members with completing membership/new account applications by greeting members in person, on the telephone or remotely.
• Build long-term relationships between members and the Credit Union including recommending additional services.
• Knowledge of loan products and associated regulations.
• Recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.
• Assist members with completing Credit Union Products and Services with limited assistance as needed.
• Complete Currency Transaction Reports with accuracy; recognize and report suspicious activity.
• Meet or exceed all assigned goals.
• Represent the Credit Union in a professional/positive manner at all times.

Skills

Interpersonal skills

Presentation skills

Written communication

Verbal communication

Sales ability

Education

High School diploma or equivalent

Tools

In-house computer system

Job description

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.

Other Duties:

• 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.
• 2-3 years of experience, preferably in a branch setting.