Member Experience Consultant

American Heritage Credit Union; Gloucester (MA); On-site; USD 26,174 - 28,929; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Growth opportunities

Job summary

American Heritage Credit Union is hiring a Full-Time Member Experience Advisor at our Glendora branch to deliver premier service to members, clients, and associates. You will proactively engage existing and prospective members with their financial needs using a consultative approach.

You will process account and loan requests, analyze member engagement with DataVa/Better Lobby, and connect members with SMEs via SmartOffice/VANA for specialized needs.

Qualifications

• 1–3 years of similar or related experience required.
• High school diploma or GED required.
• FICEP certification preferred.

Responsibilities

• Process account-related requests (opening basic consumer accounts, file maintenance).
• Process basic consumer loan-related requests (signatures, credit card, applications, disbursement).
• Use sales tracking systems and data to analyze member engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA for specialized financial needs.

Skills

Experience 1-3 years

Customer service

Education

High school diploma or GED

Tools

DataVa

Better Lobby

Job description

American Heritage Credit Union is hiring a Full-Time Member Experience Advisor at our Glendora branch to deliver premier service to members, clients, and associates. You will proactively engage existing and prospective members with their financial needs using a consultative approach.

You will process account and loan requests, analyze member engagement with DataVa/Better Lobby, and connect members with SMEs via SmartOffice/VANA for specialized needs.