Full-Time Member Experience Advisor (East Norriton)

American Heritage Federal Credit Union; Springtown (PA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Growth opportunities

Job summary

American Heritage Federal Credit Union is seeking a Full-Time Member Experience Advisor at our East Norriton branch. You will deliver premier service to members and proactively engage with their financial needs using a consultative approach.

Responsibilities include processing accounts and loans, analyzing member engagement with data tools, and coordinating with SMEs to address complex needs. Rotating evenings and Saturdays are required, with competitive benefits."

Qualifications

• 1–3 years of similar or related experience.
• A high school education or GED.
• Full-time position with rotating evenings and Saturdays.
• FICEP certification preferred.

Responsibilities

• Process account requests, open basic consumer accounts, and perform file maintenance.
• Handle basic consumer loan requests including applications, booking, and disbursement.
• Use sales tracking systems and data tools to analyze member engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA for specialized needs.

Skills

Customer service

Sales

Consultative approach

Education

High school diploma or GED

Job description

Overview

American Heritage Credit Union, a $5 billion financial institution, has an immediate opening for a Full-Time Member Experience Advisor at our East Norriton branch.

This position provides a premier level of service to members, clients, and associates to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach.

Responsibilities

• Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).
• Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).
• Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members\' engagement with the credit union and offer solutions that will be conducive to the member\'s current/future life stage(s).
• Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.
• Full-time position — Rotating evening and Saturday hours are required.
• FICEP certification preferred.

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

EOE M/F/D/V