Full-Time Member Experience Advisor (Glendora)

American Heritage Credit Union; Gloucester (MA); On-site; USD 26,174 - 28,929; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Growth opportunities

Job summary

American Heritage Credit Union is hiring a Full-Time Member Experience Advisor at our Glendora branch to deliver premier service to members, clients, and associates. You will proactively engage existing and prospective members with their financial needs using a consultative approach.

You will process account and loan requests, analyze member engagement with DataVa/Better Lobby, and connect members with SMEs via SmartOffice/VANA for specialized needs.

Qualifications

• 1–3 years of similar or related experience required.
• High school diploma or GED required.
• FICEP certification preferred.

Responsibilities

• Process account-related requests (opening basic consumer accounts, file maintenance).
• Process basic consumer loan-related requests (signatures, credit card, applications, disbursement).
• Use sales tracking systems and data to analyze member engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA for specialized financial needs.

Skills

Experience 1-3 years

Customer service

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 Glendora 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 a 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

Salary: $19.00 - $21.00 per hour