Member Concierge & Cross-Sell Specialist

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 42,000 - 64,000; 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 Concierge Specialist for its Contact Center. You will engage members via phone and other channels, perform needs-based consultative selling, and help establish lasting relationships through the RM Program.

You will educate members on credit union products, recommend suitable services, and support setup and initial usage of new tools. Role requires knowledge of lending/deposit products, telemarketing, and intermediate skills in Symitar, Word, and Excel.

Qualifications

• At least 1 year of call center experience in a credit union or financial institution preferred.
• Must be flexible and available to work Monday–Friday 8:00 a.m.–7:00 p.m. with rotating Saturdays 9:00 a.m.–3:00 p.m.
• Knowledge of lending products, deposit products, and interest rates.
• Knowledge of interviewing skills and telemarketing techniques.
• Intermediate knowledge of Symitar, Word, Excel; ability to understand IOS/Android platforms for mobile app setup.
• Intermediate mathematical skills (decimals, percentages, fractions, etc.).

Responsibilities

• Engage new American Heritage members through needs-based consultative selling in a contact center.
• Contact new members via outbound calling to Xpress Accounts and RM lists and establish relationships through the RM Program.
• Educate members on AHCU products and services and recommend offerings that fit their needs.
• Assist in technical and functional setup and initial user adoption of the product.

Skills

Call center experience

Credit union knowledge

Telemarketing techniques

Outbound calling

Tools

Symitar

Microsoft Word

Microsoft Excel

Job description

American Heritage Credit Union is seeking a Concierge Specialist for its Contact Center. You will engage members via phone and other channels, perform needs-based consultative selling, and help establish lasting relationships through the RM Program.

You will educate members on credit union products, recommend suitable services, and support setup and initial usage of new tools. Role requires knowledge of lending/deposit products, telemarketing, and intermediate skills in Symitar, Word, and Excel.