Senior Member Advocate

Job Description

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 financial well-being.

We are a $165M and growing community-chartered credit union serving nine counties across Central PA, with local decision-making and a strong culture built around teamwork, service, development, and community involvement.

The Opportunity

We’re looking for a Senior Member Advocate to join our Huntingdon branch team.

This is a relationship-driven role within our retail branch environment. The SMA serves as a trusted resource for members by assessing financial needs, opening and servicing deposit accounts, resolving concerns, and identifying opportunities to strengthen member relationships.

You’ll play a key role in supporting branch productivity goals, participating in outreach and sales development efforts, and ensuring every member interaction reflects our service standards.

This position also supports specialized deposit services, including IRA processing when needed, while maintaining compliance with credit union policies and regulatory requirements.

What You’ll Do

• Build strong member relationships by listening carefully and identifying appropriate financial solutions
• Open and service deposit accounts, including checking, savings, certificates, and related products
• Process member transactions accurately and efficiently
• Educate members on digital banking, remote services, and self-service tools
• Resolve routine and complex member concerns using sound judgment and available resources
• Identify opportunities to cross-sell credit union products and services in a consultative, needs-based manner
• Participate in branch outreach efforts, promotions, and sales development activities
• Support branch cash management and operational needs
• Maintain accurate records and ensure all documentation meets compliance standards
• Stay current on deposit regulations and internal policies
• Provide support for specialized deposit services, including IRA processing, as needed

What You’ll Bring

• 3–5 years of similar or related financial services experience
• High school diploma or GED
• Strong knowledge of deposit regulations (Reg E, Reg CC, Reg D, Truth in Savings)
• Experience with IRA processing preferred
• Strong communication skills and professionalism
• Ability to manage confidential information with discretion
• A team-oriented mindset and positive attitude

Benefits & Perks

• Incentive Plans – Quarterly and Annual
• Generous PTO and Paid Holidays
• Medical, Dental, and Vision Coverage
• Life Insurance & Disability Coverage
• Flexible Spending Accounts
• 401(k) Plan
• 10% Employer Retirement Contribution
  • 3% Safe Harbor after 1 month (100% vested)
  • 7% additional contribution after 12 months

Arize Federal Credit Union is committed to equal employment opportunity and providing a workplace free from discrimination and harassment.

We ensure our hiring process is accessible to all candidates. If you require a reasonable accommodation during the application or interview process, please let us know.