Member Xperience Officer

Ardent Federal Credit Union; Wayne (PA); On-site; USD 30,000 - 34,000; Full time

Job summary

Ardent Federal Credit Union in Wayne, PA is seeking a Full Time Member Services position. The role focuses on creating a positive member experience through prompt, upbeat interactions while adhering to Credit Union policies.

You will assist with new accounts, loans, and product recommendations to meet member needs and exceed goals. Responsibilities include handling membership processes, building relationships, applying knowledge of loan products and regulations, and maintaining accurate reports.

Qualifications

• High school diploma or equivalent required.
• 2-3 years of branch experience preferred in financial services.
• Ability to complete member applications accurately and timely.

Responsibilities

• Greet members in person or by phone and assist with membership/new account applications.
• Build long-term member relationships and identify additional services.
• Know loan products and regulatory requirements; originate and disburse loans as needed.
• Assist with Credit Union products and services with limited help.
• Complete Currency Transaction Reports with accuracy and report suspicious activity.
• Meet or exceed assigned goals and represent the Credit Union professionally.

Skills

Customer service

Sales ability

Communication skills

Relationship building

Policy and procedure compliance

Attention to accuracy

Education

High School diploma or equivalent

Tools

In-house computer system

Job description

Job Details

Job Location: Wayne Branch - Wayne, PA 19087.

Position Type: Full Time.

Salary Range: $21.56 - $25.00 Hourly.

General Purpose

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.

Qualifications

Job Requirements (Knowledge/Abilities):

• 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.
• Financial service experience preferred.