Account Services Representative I

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 38,000 - 54,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Job summary

American Heritage Credit Union in Philadelphia is seeking an Account Services Representative to handle member accounts, answer questions, and maintain records.

The role emphasizes quality control, processing membership requests, and supporting branch staff, with opportunities for growth within the credit union's team and benefits package.

Qualifications

• 1-2 years of experience in a credit union or financial institution.
• Intermediate mathematical skills (decimals, percentages, fractions).
• Must be available for rotating evening and Saturday hours.

Responsibilities

• Conduct quality control audits for new membership applications and updates.
• Assist with cross-training Account Services staff and branch staff.
• Process all Business Development membership applications.
• Process all Fulfillment requests via fax or email.
• Assist members and coworkers with questions about products and services.
• Follow up to obtain missing information for membership applications.
• Prepare and mail Welcome Packets when needed.
• Complete SSA and Medicaid verifications as required.
• Review CIP data for account ownership in Verafin.
• Prepare, scan, and process negotiable items via Image Center.
• Answer calls, emails, and HelpDesk tickets.

Skills

Customer service

Mathematical ability

Time management

Job description

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.

RESPONSIBILITIES

• Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction.
• Assist with cross‑training Account Services staff and branch staff during departmental training.
• Process all Business Development membership application requests.
• Process all Fulfillment requests received through fax or email.
• Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
• Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
• Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
• Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
• Review and enter account owners CIP (Customer Identification Program) data into Verafin.
• Prepare, scan, and process negotiable items received through Image Center.
• Answer phone calls, emails and HelpDesk tickets from employees and/or members.

REQUIREMENTS

• At least one to two years of experience in a credit union or other financial institution.
• Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
• Must be available to work rotating evening and Saturday hours.

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.