Member Experience Specialist — Banking & Financial Guidance

American Heritage Federal Credit Union; Royersford (Montgomery County); Vor Ort; USD 42.000 - 66.000; Vollzeit

Benefits dieser Stelle

Paid time off

Health benefits

401(k) with company match

Growth opportunities

Zusammenfassung

American Heritage Credit Union in Limerick, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members and assist with financial needs using a consultative approach. You will engage existing and prospective members, process account and loan requests, and connect members with SMEs for specialized services.

The role requires 1–3 years of related experience, a high school diploma, and flexibility with evening and Saturday hours.

Qualifikationen

• 1–3 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.

Aufgaben

• 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 (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA technology for specialized financial needs (Lending, Mortgages, Account Services, IRC, etc.).

Kenntnisse

Customer service

Communication

Sales skills

Ausbildung

High School Diploma

Tools

DataVa

Better Lobby

Jobbeschreibung

American Heritage Credit Union in Limerick, PA is seeking a Full-Time Member Experience Advisor to deliver premier service to members and assist with financial needs using a consultative approach. You will engage existing and prospective members, process account and loan requests, and connect members with SMEs for specialized services.

The role requires 1–3 years of related experience, a high school diploma, and flexibility with evening and Saturday hours.