Member Experience Concierge

American Heritage Federal Credit Union; Lansdale (Montgomery County); Presencial; USD 42.000 - 56.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Health benefits

401(k) with company match

Career growth opportunities

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Educación

High school education or GED

Herramientas

DataVa

Better Lobby

Descripción del empleo

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.