Branch Member Experience Advisor - Financial Concierge

American Heritage Federal Credit Union; Horsham (PA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with generous match

Job summary

American Heritage Credit Union in Horsham, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members, clients, and colleagues. You will engage members using a consultative approach to understand financial needs and enhance the overall experience.

Responsibilities include processing basic consumer accounts and loans, using data and sales tools to analyze engagement, and connecting members with SMEs for specialized financial solutions.

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.

Responsibilities

• Process account-related requests including opening basic consumer accounts and performing file maintenance.
• Process basic consumer loan-related requests including submitting applications, booking, and disbursing, and file maintenance.
• Utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA for specialized financial needs.

Skills

Customer service

Consultative selling

Financial product knowledge

Education

High school diploma or GED

Tools

DataVa

Better Lobby

Job description

American Heritage Credit Union in Horsham, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members, clients, and colleagues. You will engage members using a consultative approach to understand financial needs and enhance the overall experience.

Responsibilities include processing basic consumer accounts and loans, using data and sales tools to analyze engagement, and connecting members with SMEs for specialized financial solutions.