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Citadel Credit Union · 1 day ago

Member Relationship Advisor 1

Exton, Pennsylvania, United States

Full-time

Onsite

Entry Level

1+ years exp

Citadel Credit Union is seeking a Member Relationship Advisor to provide an outstanding experience to its members. The role involves addressing member inquiries, promoting products and services, and collaborating with team members to achieve contact center goals.

Financial Services

Responsibilities

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

Qualification

Contact center technologiesData analysisExceptional serviceRetail experienceCommunication skillsAccountabilityResiliencyFluent EnglishInterpersonal skillsWork under pressureIntegrity

Required

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

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