Part-Time Member Experience Advisor (Limerick)

American Heritage Federal Credit Union; Royersford (Montgomery County); On-site; USD 21,000 - 28,000; Part time

Benefits offered by this job

Paid time off

Health benefits

401(k) with generous company match

Growth opportunities

Job summary

American Heritage Credit Union is hiring a Part-Time Member Experience Advisor at our Limerick branch. You will provide premier service to members, engage with their financial needs, and guide them through account and loan requests using a consultative approach.

The role supports growth by leveraging data tools to tailor solutions and by connecting members with SMEs for advanced financial services.

Qualifications

• 1–3 years of similar or related experience.
• High school education or GED.
• Part-time position averaging 27 hours per week.
• Must be available for morning, evening, Weekday & Saturday hours.
• FICEP certification preferred.

Responsibilities

• Process account-related requests including opening basic consumer accounts and file maintenance.
• Process basic consumer loan-related requests including applications, booking, disbursement, and file maintenance.
• Utilize sales tracking systems and data tools to analyze member engagement and offer solutions.
• Connect members to SMEs via SmartOffice/VANA to assist with specialized financial needs.

Skills

Customer service

Communication skills

Consultative selling

Education

High school diploma or GED

FICEP certification (preferred)

Tools

DataVa

Better Lobby

Job description

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Limerick branch!

This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach.

Responsibilities Include:

• 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 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.).

QUALIFICATIONS:

• One year to three years of similar or related experience.
• A high school education or GED.
• Part-Time position (averaging 27 hours per week)
• Must be available for morning, evening, Weekday & Saturday hours.
• FICEP certification preferred.

Our commitment to your success is enhanced by our competitive rate commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

EOE M/F/D/V