Full-Time Member Experience Advisor (Horsham)

American Heritage Federal Credit Union; Horsham (PA); In loco; USD 42.000 - 52.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid time off

Health benefits

401(k) with generous match

Descrizione del lavoro

American Heritage Credit Union in Horsham, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members, clients, and colleagues. You will engage members using a consultative approach to understand financial needs and enhance the overall experience.

Responsibilities include processing basic consumer accounts and loans, using data and sales tools to analyze engagement, and connecting members with SMEs for specialized financial solutions.

Competenze

• One year to three years of similar or related experience.
• A high school education or GED.

Mansioni

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

Conoscenze

Customer service

Consultative selling

Financial product knowledge

Formazione

High school diploma or GED

Strumenti

DataVa

Better Lobby

Descrizione del lavoro

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Horsham 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 Include:

• 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