Demo

Member Advocate - Retail Delivery

Diamond Credit Union
Wyomissing, PA Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Description

Diamond's culture is made up of a team of driven and passionate employees that care about helping others. When you work at Diamond, you will find that you can have more than just a job here, you can build your career. Diamond employees believe in doing more for our members and more for our community, which is what has helped make us one of the Best Places to work in PA for 9 consecutive years . See how your career can grow when you start working with Diamond Credit Union.

Position Summary :

Member Advocate - Retail provides exceptional member service experiences while handling member requests related to Credit Union product and services. Deepen existing member account relationships through cross-selling and referring Diamond's products and services at all member touch points.

Supervisory Responsibilities :

No direct reports.

Essential Functions :

  • Effectively handle member inquiries, questions, complaints, and conflicts pertaining to their accounts.
  • Support branch development initiatives, execute assigned branch development tactics and meet individual goals.
  • Maintain and deepen current account relationships through cross selling; ability to understand how to present features, the corresponding benefits, and the value our products and services can provide to members with differing needs.
  • Demonstrate an excellence in service; the ability to meet and exceed members' expectations, as well as providing the 'wow' member experience.

Requirements

Required Skills / Abilities :

  • Demonstrated dedication to positive, member-focused service.
  • Strong verbal communication skills.
  • Excellent analytical and problem-solving skills.
  • Strong organizational skills and attention to detail.
  • Proficient with Microsoft Office Suite or related software.
  • Available to work Thursday until 7 : 15 PM and Friday until 6 : 15 PM on a rotation basis.
  • Ability to travel between branches.
  • Education / Experience :

  • High School diploma or equivalent.
  • Two plus years of customer service experience, preferably within a financial institution.
  • Diamond Credit Union is an Equal Opportunity Employer.

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