Member Relationship Advisor 1
Citadel Credit Union · Exton, PA · 1 mo ago
RemoteRemoteOTHRFull-time
What will I be doing?
- 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.
- Perform other duties as assigned.
What we are looking for?
- 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 resilience.
- A fluent English-speaking person.
Performance Measurements
- Based on the Citadel corporate scorecard as well as departmental and individual goals.
Work Environment
- The noise level in the work environment is usually moderate.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- The employee is regularly required to sit, stand, talk and/or hear for extended periods.
- The employee is occasionally required to walk, stoop, kneel, crouch, or bend.
- The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment.
- The employee must occasionally lift up to 20 pounds.
- The position requires close visual acuity.
- Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.
- There is infrequent travel, unless otherwise noted.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.