Member Relationship Advisor

🔥 0 minutes ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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Citadel Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1937

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

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

• Handle member interactions that lead to successful outcomes and exceptional experiences • Perform member transactions accurately while maintaining confidentiality • Identify solutions and make recommendations that deepen member relationships • Promote credit union products and services based on account reviews • Advise, educate, and engage members on digital banking services • Maintain advanced knowledge of Citadel’s consumer and business product lines • Recommend appropriate products and troubleshoot Citadel services • Collaborate with team members to achieve contact center goals and objectives • Achieve or exceed member experience and production metrics • Continue education on industry trends and best practices • Meet and comply with SAFE Act requirements, including required background checks • Perform other duties as assigned

🎯 Requirements

• High school diploma required • 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 • Ability to work under pressure • Integrity, accountability, and resiliency • Fluent English-speaking person • Successful completion of required SAFE Act background checks • Ability to sit, stand, talk, and/or hear for extended periods • Occasional ability to walk, stoop, kneel, crouch, or bend • Occasional lifting of up to 20 pounds • Close visual acuity • Infrequent travel

🏖️ Benefits

• Equal opportunity employer • Drug-free workplace • Pre-employment substance abuse testing may be performed • Reasonable accommodations for individuals with disabilities • Infrequent travel