Membership Officer-Retail

Diamond Credit Union; Wyomissing (Berks County); On-site; USD 40,000 - 60,000; Full time

Job summary

Diamond Credit Union is seeking a Membership Officer to establish full-service member relationships and deepen existing accounts. You will cross-sell Diamond's products and provide exceptional member service at assigned branch locations.

Travel between branches is required, and the role supports branch development initiatives with a focus on meeting individual goals and delivering value to members.

Qualifications

• Associate degree in business administration or related discipline (or equivalent experience).
• Three plus years of sales/service experience, preferably within a financial institution.
• Demonstrated dedication to positive, member-focused service and excellent interpersonal skills.

Responsibilities

• Attract and educate new and prospective members about the credit union and its services.
• Conduct new member interviews and recommend appropriate products through open questions and needs analysis.
• Maintain and deepen member relationships through cross selling and presenting product benefits.
• Support branch development initiatives and meet individual goals.

Skills

Member service

Cross-selling

Communication skills

Organizational skills

Time management

Technical skills

Available 8:30am M-F

Travel between branches

Education

Associate degree in business administration

Job description

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of Best Places to work in PA for 10 consecutive years. See how your career can grow when you start working with Diamond Credit Union.

Position Summary:

Membership Officer exists to establish new, full-service relationships with multiple product offerings and to deepen current account relationships by cross-selling Diamond's products and services at all member touch points, while providing an exceptional member service experience.

Supervisory Responsibilities:

No direct reports.

Work Location:

• Assigned Branch location.
• Ability to travel between branch locations when needed.

Essential Functions:

• Attract and educate new and prospective members on the credit union, its benefits, and services.
• Conduct new member interview; ability to recommend appropriate products and solutions through asking open questions, conversation and analyzing responses to identify the various individual needs of our members.
• Maintain and deepen current account relationships through cross selling; ability to understand how to present features, the corresponding benefits, and the value our products and services can provide to members with differing needs.
• Support branch development initiatives, execute and champion assigned branch development tactics, and meet individual goals.

This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

Required Skills / Abilities:

• Demonstrated dedication to positive, member-focused service.
• Actively supports Diamond's Commitment to Excellence.
• Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
• Ability to work through member situations and provide effective and accurate resolutions.
• Demonstrates strong organizational skills, excellent attention to detail, and effective time management skills.
• Good technical skills and ability to work with multiple systems.
• Ability to be available at 8:30am M-F.
• Available to work until 5:15pm M-W, and on a rotation basis 7:15pm Th, 6:15pm Fri.
• Ability to travel between branches.

Education / Experience:

• Associate degree in business administration, accounting, related discipline, or equivalent experience.
• Three plus years of sales/service experience, preferably within a financial institution.

Diamond Federal Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.