Member Experience Concierge

American Heritage Federal Credit Union; Perkasie (Bucks County); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

paid time off

health benefits

401(k) with company match

future growth opportunities

Job summary

American Heritage Credit Union is seeking a Full-Time Member Experience Advisor at our Allentown Branch to deliver premier service to members, clients, and associates. You will use a consultative approach to address members' financial needs and enhance their overall experience.

Responsibilities include opening basic accounts, processing loan requests, using sales analytics tools, and coordinating with SMEs via SmartOffice/VANA to provide tailored solutions for members' financial life stages.

Qualifications

• 1–3 years of similar or related experience.
• A high school education or GED.

Responsibilities

• Open basic consumer accounts and perform file maintenance (address changes, name changes, signers/owners, cards).
• Process basic consumer loan requests (applications, booking, disbursement) and file maintenance (modification of agreements).
• Utilize sales tracking systems and data warehouses to analyze member engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA for specialized financial needs.

Skills

Customer service

Sales analytics

Data tools

Education

High school diploma or GED

Tools

DataVa

Better Lobby

Job description

American Heritage Credit Union is seeking a Full-Time Member Experience Advisor at our Allentown Branch to deliver premier service to members, clients, and associates. You will use a consultative approach to address members' financial needs and enhance their overall experience.

Responsibilities include opening basic accounts, processing loan requests, using sales analytics tools, and coordinating with SMEs via SmartOffice/VANA to provide tailored solutions for members' financial life stages.