Full-Time Member Experience Advisor (Lansdale)

American Heritage Federal Credit Union; Lansdale (Montgomery County); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Career growth opportunities

Job summary

American Heritage Credit Union is seeking a Full-Time Member Experience Advisor at our Lansdale Branch. The role delivers premier service to members, analyzes engagement data, and connects members with SMEs for complex needs. Rotating evenings and Saturdays are required; FICEP certification is preferred.

We offer a competitive benefits package including paid time off, health benefits, a 401(k) plan with generous company match, and opportunities for growth within the organization.

Qualifications

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

Responsibilities

• Provide premier service to members, clients, and associates to enhance the member experience.
• Process account-related requests including opening basic consumer accounts and file maintenance.
• Process basic consumer loan-related requests including applications, booking, disbursement, and file maintenance.
• Utilize sales tracking systems and member data tools to analyze engagement and offer solutions.

Education

High school education 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 Lansdale 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