Senior Member Advocate (SMA) - Huntingdon, PA

Arize Federal Credit Union•Huntingdon, PA

1d•Onsite

About The Position

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. 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.

Requirements

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)
Strong communication skills and professionalism
Ability to manage confidential information with discretion
A team-oriented mindset and positive attitude

Nice To Haves

Experience with IRA processing preferred

Responsibilities

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