Senior Member Advocate
16 hours ago
Arize Federal Credit Union is seeking a Senior Member Advocate to join our team in State College, PA. As a key member of our branch team, you will be responsible for providing exceptional service to our members, evaluating their financial needs, and offering solutions to meet their goals.
Key Responsibilities:
- Interview member loan applicants to assess their financial situations and recommend loan options.
- Support the credit union's philosophy and sales culture by providing high-quality member service and identifying opportunities to offer appropriate products and services.
- Assist members with opening and closing accounts, answer questions about products and services, and resolve problems within your authority.
- Perform regular outreach and contact with members, participate in sales development activities, and cross-sell credit union products and services.
- Establish rapport with members to ensure continued financial partnership and deepen the relationship with the credit union.
- Utilize resources to resolve routine and complex member problems accurately and effectively, accommodating member requests the first time.
- Participate in branch promotions, staff meetings, and other activities that support team goals.
- Assist in promoting the credit union to employers and non-members, and maintain a positive and professional relationship.
Requirements:
- 3-5 years of similar or related experience.
- Trustworthy and works with high integrity.
- Friendly, professional, and accurate service and support to all members and associates.
- Communicate positively and demonstrate initiative, enhancing team cohesion and branch morale.
- Assume ownership and follow through on items directed to you.
- A high school education or GED.
Benefits and Perks:
- Medical, dental, vision, life insurance, disability, maternity leave, and gap insurance.
- Flexible spending accounts and retirement plans with 10% employer contributions.
- 401(k) plan, incentive plan, holidays, and generous paid time off.
- Education assistance and a commitment to equal employment opportunity.
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