Member Service Representative I (PAT) - Call Center

American Heritage Credit Union; Philadelphia (Philadelphia County); Remote; USD 25,000 - 28,000; Full time

Job summary

American Heritage Credit Union is hiring Full-Time PAT Member Service Representatives for a virtual position based at our Northeast Philadelphia campus. The role handles routine member transactions via PTM/ITM and seeks cross-sell opportunities to meet member needs.

Candidates should have prior cash handling and customer service experience; banking experience is a plus. Shifts run Monday–Friday with weekends as needed, salary $18–$20 per hour and a benefits package including a 401(k) match.

Qualifications

• Experience with cash handling and customer service is required.
• Previous credit union/banking experience is a plus.

Responsibilities

• Serve members by providing service and information via the Personal Teller Machine Interactive Teller (PTM/ITM).
• Identify cross-sell opportunities and cross-sell services to members.
• Perform routine member transactions including deposits, withdrawals, transfers, and reviews.
• Analyze member questions or problems and refer/cross-sell appropriate products or services.

Skills

Cash handling

Customer service

Job description

American Heritage Credit Union, a $5+ billion Credit Union has immediate openings available in our Contact Center for Full-Time PAT Member Service Representatives! This is a virtual representative position at our main campus in Northeast Philadelphia.

This position performs routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing via the Personal-interactive teller unit.

Responsibilities Include

• Serve membership by providing service and information in a pleasant, efficient manner via the PTM/ITM (Personal Teller Machine Interactive Teller Machine)
• Identifies cross-sell opportunities and cross-sells services to members.
• Perform routine member transactions, including but not limited to cash/check deposits, withdrawals, and transfers.
• Perform account review.
• Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service using the ACS system in order to meet the expectations/ financial needs of the member.

Qualifications

• Must have prior Cash Handling, Customer Service experience required.
• Previous Credit Union/Banking experience a plus.
• Must be flexible and available to work Contact Center hours of operation:
• Monday- Friday - 7:55 a.m. to 7:05 p.m. & Saturday 8:55 a.m. to 3:05 p.m.
• Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.

We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.

Salary: $18.00 - $20.00 per hour