Member Relationship Advisor

🕒 Yesterday

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Advisor

🚫👨‍🎓 No degree required

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Citadel Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1937

🏦 Banking

💸 Finance

Banking • Finance

Citadel Credit Union is a not-for-profit, member-owned credit union that provides retail and business banking, lending, wealth management, insurance, and payment services. The institution offers checking and savings accounts, high-yield certificates, mortgages, HELOCs, auto and personal loans, credit cards, business banking and merchant services, online and mobile banking, and financial wellness and fraud-protection resources. Federally insured by the NCUA, Citadel focuses on personalized service to individuals, businesses, and local communities.

📋 Description

• Address the needs of our members to ensure their experience is truly exceptional • Handle member interactions that lead to a successful outcome and exceptional experience • Perform member transactions with accuracy while maintaining confidentiality • Identify solutions and make recommendations that deepen the member relationship and strengthen credit union relationship • Promote credit union products and services, based on account review, while assisting members • Advise, educate, and engage members on our suite of digital banking services • Maintain advanced knowledge level of Citadel’s consumer and business product lines to effectively recommend appropriate products and troubleshoot Citadel’s services • Collaborate with team members to achieve overall contact center goals and objectives • Consistently achieve or exceed member experience and production metrics • Continuous education on industry trends and best practices • Meet and comply with all the requirements set forth in the SAFE Act including but not limited to successful completion of the required background checks

🎯 Requirements

• High school diploma; College degree preferred • 1-2 years of retail experience; contact center experience is a plus • Proficient knowledge and understanding of contact center technologies and data analysis • Proven track record of delivering exceptional service • Proven track record of strong goals performance • Exceptional communication and interpersonal skills • The ability to work under pressure • Integrity, Accountability, and Resiliency. • A fluent English-speaking person.

🏖️ Benefits

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions • Drug-free workplace