Full-Time Member Experience Advisor (Feasterville)

American Heritage Credit Union; Trevose (PA); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Health benefits

Growth opportunities

Job summary

American Heritage Credit Union Feasterville seeks a Full-Time Member Experience Advisor to deliver premier service to members, clients, and associates. You will engage with existing and prospective members using a consultative approach to identify financial needs and opportunities.

Responsibilities include processing account and loan requests, using data tools to analyze engagement, and connecting members with SMEs through SmartOffice/VANA for specialized financing options.

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.

Responsibilities

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

Skills

Customer service

Sales

Communication

Data analysis

Education

High school diploma or GED

Tools

DataVa

Better Lobby

Job description

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

This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union 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, and 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