Credit Union Relationship Executive

CrossState Credit Union Association

CrossState Credit Union Association (CrossState) is a regional trade Association serving credit unions in Pennsylvania and New Jersey. CrossState Solutions, the Association’s service corporation, is seeking a self-starting, energetic business relationship professional to join our team as a Credit Union Relationship Executive. This role will report to and work closely with the Director of Solutions Engagement to identify credit union needs and deliver consultative business solutions that support both member success and organizational growth. This position engages both current and prospective members, serving as a trusted partner and advisor.

This is a hybrid role that supports credit unions across central and western Pennsylvania and includes regular travel of at least three (3) days per week to foster trusted relationship-based engagement.

Key Responsibilities:

• Build and maintain strong, trusted relationships with assigned credit unions through consistent, proactive engagement, leveraging strong communication and interpersonal skills to connect with decision-makers across organizations.
• Partner with credit unions to understand their goals, challenges, and key performance drivers, using industry knowledge to identify and align them with relevant Association and Solutions offerings.
• Promote and present products and services through a consultative approach, effectively communicating value, while driving engagement and revenue growth.
• Manage and maintain accurate data, and collaborate with internal teams and partners, while demonstrating a positive, team-oriented mindset and commitment to supporting the mission of the Association and its credit unions.

The ideal candidate for this position would have a bachelor’s degree with a preferred major in business, finance, communications or related field with a minimum of 3 to 5 years of experience in sales, business development, financial services, or related field. A combination of education and experience will be considered. Strong knowledge of the credit union industry, operations, and KPI’s is preferred.

CrossState is an employee-centric organization offering a generous benefit package; including competitive compensation, excellent medical and retirement programs, generous paid time off, 12 observed holidays, our workplace offers tuition reimbursement and more. CrossState was recognized as one of Pennsylvania’s Best Places to Work in 2023 by the Best Companies Groups.

Interested candidates should click here to apply.

Member Services Specialist

Wanner Associates

Harrisburg, Pennsylvania

Company: Wanner Associates
Location: Onsite position based in downtown Harrisburg
Position Type: Full-Time (37.5 Hours a week)
Travel: Occasional overnight travel required

About the Role

We’re looking for a highly organized, detail-oriented Member Services Specialist to support our membership, certification, and event registration programs.

This role is a mix of data management and member support. You’ll work in our AMS system, keep records accurate, and guide members through certification, recertification, and registration processes.

If you enjoy working with systems, staying organized, and helping people navigate complex processes, this could be a great fit.

What You’ll Do

• Serve as a primary point of contact for member questions
• Manage membership records, renewals, and reporting
• Coordinate certification and recertification processes (including CEUs)
• Support conference and training registration and onsite logistics
• Maintain data across systems and run reports
• Identify ways to improve processes and streamline workflows

What We’re Looking For

• 5+ years of experience in membership services, association operations, or administrative roles
• Experience with AMS/CRM systems
• Strong Excel or Google Sheets skills
• Highly organized with strong attention to detail
• Strong communication and customer service skills
• Self-motivated and able to manage multiple priorities

Benefits

• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement plan with employer contribution
• Professional development opportunities

If you’re someone who thrives on organization, enjoys working behind the scenes, and takes pride in helping things run smoothly, we’d love to hear from you.

Please include salary requirements and professional references with your application.

[email protected]