Member Xperience Officer I

Ardent Credit Union; Philadelphia (Philadelphia County); Sur place; USD 30 000 - 34 000; Plein temps

Résumé du poste

Ardent Credit Union in Philadelphia, PA is seeking a Member Xperience Officer to warmly welcome members, process membership and new accounts, and promote Credit Union products with a friendly, member-focused approach.

The role requires knowledge of loan products, strong communication and sales skills, and the ability to travel to branches as needed to meet members at remote sites. A 2–3 year background in financial services is preferred.

Qualifications

• High School diploma or equivalent.
• 2-3 years of experience, preferably in a branch setting.
• Financial service experience preferred.

Responsabilités

• Greet members in person, on the phone, or remotely to assist with membership/new accounts.
• Help members complete all Credit Union products and services with accuracy.
• Build long-term member relationships and recommend additional services.
• Understand loan products and related regulations to originate and disburse loans.
• Complete Currency Transaction Reports with accuracy and report suspicious activity.
• Meet or exceed assigned goals and represent the Credit Union professionally.
• Travel to branches as needed to meet members at remote sites.

Connaissances

Customer service

Sales

Communication

Interpersonal skills

Formation

High School diploma

Outils

Core banking system

Description du poste

# Member Xperience Officer ISpring Garden - Philadelphia, PA 19130## OverviewSalary Range$21.56 - $25.00 HourlyPosition TypeFull Time## DescriptionGeneral 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:1. 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.2. 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.3. Working knowledge of all loan products and associated regulations.4. Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.5. Assist members with completing all Credit Union Products and Services with limited assistance as needed.6. Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager.7. Meet or exceed all assigned goals.8. Represent the Credit Union in a professional/positive manner at all times. Other Duties:9. Provide marketing material and handle specific requests from members for information about the Credit Union.10. Complete all member requests in a timely manner.11. Travel to Branches as backup and meet members at remote sites, as needed.12. Perform other duties as required.## QualificationsJob Requirements (Knowledge/Abilities):1. Demonstrated ability to provide courteous and professional service to members.2. Demonstrated ability to explain and initiate the processing of Credit Union services.3. Familiar with Credit Union functions and sales ability.4. Knowledge of Credit Union products and services.5. Knowledge of organization's policies/procedures and Credit Union's service philosophy.6. Knowledge of Credit Union deposit and lending functions.7. Knowledge of Credit Union's in-house computer system.8. Effective written and verbal communication skills9. Strong interpersonal and presentation skills.10. Knowledge of safety and security program for robberies, bomb threats and extortion. Job Requirements (Education/Experience):1. High School diploma or equivalent.2. 2-3 years of experience, preferably in a branch setting.3. Financial service experience preferred.