Member Xperience Officer I

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

Job summary

Ardent Federal Credit Union in Philadelphia seeks a Member Service Representative to greet members, open accounts, and process applications with accuracy and courtesy.

You will build lasting member relationships, suggest suitable products, and help members with loan applications, while ensuring compliance and reaching goals. Travel to branches as needed to assist and represent the credit union professionally.

Qualifications

• Provide courteous and professional service to members.
• Explain and initiate the processing of Credit Union services.
• Knowledge of Credit Union products and services.
• Effective written and verbal communication skills.
• Strong interpersonal and presentation skills.

Responsibilities

• Assist members with completing membership/new account applications and greet members in person, on the phone, or remotely.
• Build long-term relationships and recommend additional services to fit member needs.
• Assist with loan products, originate and disburse approved loan applications.
• Complete Currency Transaction Reports accurately and report suspicious activity.
• Travel to branches as needed and represent the Credit Union professionally at all times.
• Meet or exceed all assigned goals.

Skills

Customer Service

Sales Ability

Communication Skills

Interpersonal Skills

Presentation Skills

Education

High School diploma or equivalent

Tools

In-house computer system

Job description

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.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 skillsStrong 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.