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Sr Member Advocate - Huntingdon, PA

companyArize Federal Credit Union
locationHuntingdon, PA 16652, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Who We Are: Arize Federal Credit Union is devoted to serving our members and our community by providing financial solutions to everyday challenges and improving the financial well-being of those we serve.

Arize is a $150M (and growing), community-chartered credit union servicing Centre and Huntingdon counties, with 3 full-service branches in State College and Huntingdon. As all our decisions are made locally, our environment revolves around a culture of teamwork, personal development, community, work-life balance and advocacy.

The Opportunity:

Senior Member Advocate; full-time, in-person position in Huntingdon, PA.

The Member Advocate serves the members within a branch retail environment, is responsible for the full relationship of new and existing members, evaluates and assists members with their financial needs and provides solutions in a professional manner. Performs all essential functions of branch operations in the areas of new accounts, deposit products, remote services and consumer lending.

What You’ll Do:

  • Interview member loan applicants to evaluate their financial situations and loan need conditions. Explain loan programs and recommend loan options.
  • Supports the credit union philosophy and Sales and Service culture to provide high quality member service by listening carefully to assess member needs and identify opportunities to offer appropriate product and service solutions.
  • Assist members with opening and closing accounts, answer questions about products and services and resolve problems within his/her authority.
  • Perform regular outreach and contact with members and participate in sales development activities.
  • Cross sell appropriate credit union products and services and participate in sales development activities.
  • Establishes rapport with members to ensure continued financial partnership and deepening the relationship with the credit union.
  • Utilizes appropriate resources to resolve routine and complex member problems accurately and effectively accommodating members request the first time.
  • Actively participates in branch promotions/contests, staff meetings and other branch activities which support team goals.
  • Assist in promoting the credit union to employers and non-members and to help maintain a positive and professional relationship.
  • Responsible for engaging members, performing transactions, providing account information, opening new accounts, performing lending services and handling CU members needs in a professional manner.
  • Educate members on advantages of credit union products and services to increase member utilization and deepen their relationship with the credit union.
  • Provide expertise with respect to credit union products and services and make appropriate referrals.
  • Monitor and manage branch cash and needs appropriately.
  • Assure appropriate records are maintained and required reports are prepared.

What You’ll Bring:

  • 3 - 5 years of similar or related experience
  • Trustworthy and works with High Integrity
  • Friendly, professional and accurate service and support to all members and associates
  • Communicate positively and demonstrate initiative: enhance team cohesion by demonstrating a willingness to work and support positive branch morale
  • Assume ownership and follow through on items that are initially directed to you
  • A high school education or GED

Benefits and Perks:

Arize Federal Credit Union provides a secure, stable working environment with financial incentives in addition to salary.

Plus a full range of benefits including;

  • Medical, Dental, Vision
  • Life Insurance, Disability, Maternity Leave, Gap Insurances
  • Flexible Spending Accounts
  • Retirement - 10% Employer Contributions (flat contribution, not matching)
    • 3% Safe Harbor Contribution after 1st month (100% vested)
    • 7% Contribution after 12 months (6-year vesting)
  • 401(K) Plan
  • Incentive Plan
  • Holidays and Generous Paid Time Off
  • Education Assistance

We ensure that our hiring process is accessible for everyone. If you have a disability or limitation, such as those covered by the Americans with Disabilities Act, that requires accommodations to assist you in the search and application process, please let us know.

Arize is committed to the principle of equal employment opportunity for all employees and applicants, and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Arize are without regard to race, color, age, religion or belief, sexual orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

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