Concierge Specialist

American Heritage Credit Union; Philadelphia (Philadelphia County); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Health benefits

401(k) with company match

Growth opportunities

Job summary

American Heritage Credit Union in Philadelphia seeks a Concierge Specialist for our Contact Center. You will engage members by needs-based consultative selling, guiding them to the right financial products and services while delivering friendly, efficient service.

In this role you will perform outbound calls using Xpress Accounts and RM lists, build lasting relationships, educate members on AMHCUs offerings, and help with setup and initial usage of new products.

Qualifications

• Experience in a call center within a credit union or financial institution is preferred.
• Knowledge of lending and deposit products and interest rates.
• Familiarity with telemarketing techniques and needs-based selling.

Responsibilities

• Engage members through needs-based consultative selling in a contact center.
• Make outbound calls on Xpress Accounts and RM lists to build relationships.
• Educate and engage members on American Heritage Credit Union products and services.
• Assist with setup and initial usage of products.

Skills

Call center experience

Lending products knowledge

Telemarketing techniques

Mobile platforms (iOS/Android) usage

Basic math

Customer needs assessment

Tools

Symitar

MS Word

MS Excel

Job description

American Heritage Credit Union, a $5+ billion credit union has immediate openings available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.

DUTIES

The Concierge Specialist will engage new American Heritage members through needs based consultative selling in a contact center environment. This position will contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program. Educate and engage members on AMHCUs products and services. Through needs based questions, the Concierge Representatives will determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness. This position will aid in the technical and functional setup and initial member usage of the product.

Qualifications

• At least one year of experience in a call center of a credit union or financial institution preferred.
• Must be flexible and available to work Monday through Friday from 8:0 a.m. to 7:0 p.m. with Rotating Saturdays 9:0 a.m. - 3:0 p.m.
• Work requires knowledge of lending products, deposit products, and interest rates. Knowledge of interviewing skills and telemarketing techniques also required.
• Work requires intermediate working knowledge of Symitar, Word, Excel. Ability to understand IOS, Android Platforms for set up of mobile applications.
• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)

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.