Member Experience Advisor — Financial Concierge

American Heritage Credit Union; Lansdale (Montgomery County); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Growth opportunities

Job summary

American Heritage Credit Union in Lansdale, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members and associates. You will proactively engage with members’ financial needs using a consultative approach and coordinate with SMEs to address lending, mortgages, and account services.

Rotating evenings and Saturdays are required; one to three years of related experience and a high school diploma or GED are expected.

Qualifications

• 1–3 years of similar or related experience.
• High school education or GED.
• Full-time position — rotating evening and Saturday hours are required.
• FICEP certification preferred.

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 to analyze members' engagement and offer solutions.
• Connect members to SME via SmartOffice/VANA technology for lending, mortgages, and account services.

Education

High school diploma or GED

Job description

American Heritage Credit Union in Lansdale, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members and associates. You will proactively engage with members’ financial needs using a consultative approach and coordinate with SMEs to address lending, mortgages, and account services.

Rotating evenings and Saturdays are required; one to three years of related experience and a high school diploma or GED are expected.