Full-Time Member Experience Advisor (Glendora)

American Heritage Federal Credit Union; Monroe Township (NJ); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Job summary

American Heritage Credit Union is seeking a Full-Time Member Experience Advisor at our Glendora branch. This role focuses on delivering premier service to members, proactively engaging prospects and members with their financial needs through a consultative approach.

The position requires 1–3 years of related experience, a high school diploma, and rotating evening and Saturday hours. FICEP certification is preferred and benefits include PTO, health coverage, and a strong 401(k) match.

Qualifications

• 1–3 years of experience in similar or related roles.
• High school diploma or GED.
• Full-time position with rotating evening and Saturday hours.
• FICEP certification preferred.

Responsibilities

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

Skills

Customer service

Sales ability

Communication

Education

High school diploma

Tools

DataVa

Better Lobby

CRM software

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 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, 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