Member Experience Concierge

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Paid time off

Job summary

American Heritage Credit Union, a $5 billion financial institution, seeks a Full-Time Member Experience Advisor at our Bridge Street branch to deliver premier member service and proactively engage members with their financial needs.

Responsibilities include processing accounts and loan requests, using data tools to analyze engagement, and referring members to SMEs for specialized services. Competitive benefits and growth opportunities are offered.

Qualifications

• One year to three years of similar or related experience.
• A 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 with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).
• Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).

Education

High school diploma or GED

Job description

American Heritage Credit Union, a $5 billion financial institution, seeks a Full-Time Member Experience Advisor at our Bridge Street branch to deliver premier member service and proactively engage members with their financial needs.

Responsibilities include processing accounts and loan requests, using data tools to analyze engagement, and referring members to SMEs for specialized services. Competitive benefits and growth opportunities are offered.