Senior Member Advocate — Branch Banking & Relationships

Arize Federal Credit Union; State College (Centre County); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Incentive Plan - Annual

Generous PTO and Paid Holidays

Medical, Dental, and Vision Coverage

Life Insurance & Disability Coverage

Flexible Spending Accounts

401(k) Plan

10% Employer Retirement Contribution

Job summary

Arize Federal Credit Union is seeking an experienced Senior Member Advocate to support members in our branch retail environment, helping with new accounts, deposits, and remote services while delivering exceptional service.

You will build lasting member relationships, assess financial needs, educate members on products, process transactions, and ensure accuracy and compliance in all branch activities within approved authority.

Qualifications

• 3–5 years of similar or related experience.
• Working knowledge of regulations related to credit union deposit products and lending (e.g., Reg E, Reg CC, Reg D, Truth in Savings).
• Strong member service and relationship-building skills.
• Ability to handle confidential information with diplomacy.

Responsibilities

• Build relationships with members by listening carefully, assessing financial needs, and recommending appropriate credit union products and services.
• Assist members with opening and closing accounts, account questions, transactions, and problem resolution within established authority.
• Provide knowledgeable support for deposit products, remote services, and other credit union products and services.
• Conduct member outreach and participate in sales development activities, branch promotions, and other activities that support team goals.
• Educate members on available products and services to deepen their relationship with the credit union and make appropriate referrals.
• Resolve routine and complex member issues accurately and effectively, taking ownership and following through to completion.
• Monitor and manage branch cash needs and maintain appropriate records and required reports.
• Approve IRA-related forms, prepare monthly required minimum distributions (RMDs), handle requests from the IRA partner, and complete year-end IRA tax reporting.
• Support the credit union's service culture, policies, procedures, and regulatory compliance requirements.

Skills

Member relationship-building

Customer service excellence

Problem solving

Communication skills

Education

High school diploma or GED

Job description

Arize Federal Credit Union is seeking an experienced Senior Member Advocate to support members in our branch retail environment, helping with new accounts, deposits, and remote services while delivering exceptional service.

You will build lasting member relationships, assess financial needs, educate members on products, process transactions, and ensure accuracy and compliance in all branch activities within approved authority.