Member Xperience Officer I

Ardent-Federal-Credit-Union; Radnor (Delaware County); On-site; USD 30,000 - 34,000; Full time

Job summary

Ardent-Federal-Credit-Union, at the Wayne Branch in Wayne, PA, seeks a Full Time Member Services Specialist to greet members, open accounts, and promote Credit Union products. The role focuses on delivering a positive, proactive member experience and achieving branch goals.

The position requires 2-3 years of branch experience and strong communication skills to assist with the new member process, loan origination, and service excellence.

Qualifications

• High School diploma or equivalent required.
• 2-3 years of branch experience preferred.
• Financial services experience preferred.

Responsibilities

• Assist members with membership/new account applications in person, over the phone, or remotely, ensuring accuracy and timely processing.
• Build long-term relationships by recommending Credit Union products that fit member needs.
• Understand loan products and related regulations to advise and originate loans when appropriate.
• Process currency transactions and report suspicious activity as needed.
• Meet or exceed assigned goals and represent the Credit Union professionally.

Skills

Courteous service

Sales ability

Written & verbal communication

Interpersonal & presentation skills

Security awareness

Credit Union product knowledge

Education

High School diploma or equivalent

2-3 years branch experience

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.

QualificationsJob 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.