Customer Experience Consultant - Financial Services

Description We are thrilled to announce an immediate opening for a Virtual Member Experience Advisor! This role is tailored for individuals who are passionate about delivering exceptional service and enhancing the member experience in a friendly and professional manner. As a Virtual Member Experience Advisor, you will engage with members and non-members through video and remote interactions, providing consultative support to meet their financial needs and creating a positive and memorable experience for our members. Company Culture and Environment We are committed to fostering a positive and environmentally friendly workplace where every employee feels valued and supported. Our culture emphasizes teamwork, open communication, and a dedication to providing excellent service to our members. Career Growth and Development Opportunities We prioritize your success and offer opportunities for professional growth, including the possibility to gain certifications and enhance your skills in the financial sector. Continuous learning and improvement are integral to our work culture. Detailed Benefits and Perks • Competitive salary based on experience • Comprehensive benefits package including paid time off and health benefits • 401(k) plan with a generous company match • Opportunities for professional growth and development • Supportive and environmentally friendly workplace Compensation and Benefits We provide a competitive salary alongside a robust benefits package that includes health benefits, paid time off, and a retirement plan with a company match, ensuring you are supported both personally and professionally. Why you should apply for this position today This role presents a unique opportunity to make a significant impact in the lives of our members while working in a supportive and collaborative environment. By joining our team, you will play a vital role in shaping member experiences and contribute to our mission of providing exceptional service. Skills • Strong understanding of credit union products and services • Exceptional communication skills and a customer-focused mindset • Proficiency in Data Verity, Better Lobby, Meridian Link, and Symitar is a plus • Ability to identify and address member needs effectively • Knowledge of lending products, deposit products, electronic services, and interest rates Responsibilities • Act as a subject matter expert on all deposit and loan products and services • Provide guidance on electronic and mobile offerings, including Online/Mobile Teller, Bill Payer, Quick Pay, and e-Pay • Serve as a financial consultant to identify member needs • Manage lead generation through our CRM system and other platforms • Open new accounts and ensure accurate documentation • Process loan applications and ensure smooth loan disbursement • Assist with account maintenance requests • Educate members on self-service technology • Analyze engagement data to identify opportunities for improvement • Conduct member transactions through various channels • Prepare reports and assist with data compilation • Meet and exceed goals related to loan closures and new memberships • Maintain confidentiality of member information • Provide support to other Contact Center advisor positions as needed • Continuously improve skills and knowledge for efficient service delivery Qualifications • 3 to 5 years of relevant experience, with at least 1 year in a call center environment within a credit union or financial institution • Associate’s Degree in Business Administration or a related field, or equivalent experience • Flexibility to work during Call Center hours: Monday-Friday from 7:00 a.m. to 7:00 p.m. and rotating Saturdays from 9:00 a.m. to 3:00 p.m. • FICEP certification (to be completed after hire) • Strong willingness to learn Education Requirements • Associate’s Degree in Business Administration or a related field Education Requirements Credential Category • Associate’s Degree or equivalent experience Experience Requirements • 3 to 5 years of relevant experience in a call center environment within a credit union or financial institution Why work in MIDDLE CITY EAST, PA Middle City East offers a vibrant urban atmosphere with numerous dining, shopping, and entertainment options. The area is known for its cultural diversity and a thriving community, providing a great blend of professional and personal opportunities. You’ll be part of a dynamic work environment while enjoying the amenities of city living. Apply tot his job