Ardent Credit Union · 17 hours ago
Member Xperience Officer
Wayne, PA
Full-time
Onsite
Entry, Mid Level
2+ years expArdent Credit Union is focused on creating positive experiences for its members through upbeat interactions. The Member Xperience Officer is responsible for assisting members with account applications, building long-term relationships, and recommending suitable products and services to meet their needs.
BankingFinanceFinancial Services
Responsibilities
Ability to positively assist with completing membership /new account applications by greeting members in person, on the telephone or remotely. The new member process must be completed accurately, timely and pass quality control review within written guidelines
Ability to build long-term relationships between the members and the Credit Union including knowledge to recommend additional services that may fit the member’s needs
Working knowledge of all loan products and associated regulations
Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed
Assist members with completing all Credit Union Products and Services with limited assistance as needed
Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager
Meet or exceed all assigned goals
Represent the Credit Union in a professional/positive manner at all times
Provide marketing material and handle specific requests from members for information about the Credit Union
Complete all member requests in a timely manner
Travel to Branches as backup and meet members at remote sites, as needed
Perform other duties as required
Qualification
Required
High School diploma or equivalent
2-3 years of experience, preferably in a branch setting
Demonstrated ability to provide courteous and professional service to members
Demonstrated ability to explain and initiate the processing of Credit Union services
Familiar with Credit Union functions and sales ability
Knowledge of Credit Union products and services
Knowledge of organization's policies/procedures and Credit Union's service philosophy
Knowledge of Credit Union deposit and lending functions
Knowledge of Credit Union's in-house computer system
Effective written and verbal communication skills
Strong interpersonal and presentation skills
Knowledge of safety and security program for robberies, bomb threats and extortion
Preferred
Financial service experience preferred
Company
Ardent Credit Union
Ardent Credit Union is a banking and financial service provider company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Werner
President/CEO
Joseph Conners
Chief Financial Officer
Recent News
2025-04-21
Company data provided by crunchbase