Member Experience Advisor - Part-Time Banking Concierge

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 22,000 - 30,000; Part time

Benefits offered by this job

Paid time off

Health benefits

401(k) with a generous company match

Future growth opportunities within the

Job summary

American Heritage Credit Union, a $5 billion financial institution, is seeking a Part-Time Member Experience Advisor at our Bridge Street branch. This role delivers premier service to members, clients, and associates, using a consultative approach to address financial needs.

Responsibilities include processing account and loan requests, using DataVa and Better Lobby to analyze engagement, and connecting members to SMEs via SmartOffice/VANA.

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.
• Part-Time position averaging 27 hours per week.
• Must be available for morning, evening, Weekday & Saturday hours.
• FICEP certification preferred.

Responsibilities

• Process account-related requests including opening basic consumer accounts and file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests).
• Process basic consumer loan-related requests including submitting applications, booking, disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay).
• 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 technology for specialized financial needs.

Skills

Customer service

Consultative selling

Communication

Education

High School Diploma or GED

Tools

DataVa

Better Lobby

SmartOffice/VANA

Job description

American Heritage Credit Union, a $5 billion financial institution, is seeking a Part-Time Member Experience Advisor at our Bridge Street branch. This role delivers premier service to members, clients, and associates, using a consultative approach to address financial needs.

Responsibilities include processing account and loan requests, using DataVa and Better Lobby to analyze engagement, and connecting members to SMEs via SmartOffice/VANA.