Part-Time Member Experience Specialist

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 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.