Premier Member Experience Advisor

American Heritage Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Job summary

American Heritage Credit Union on Market Street is seeking a Full-Time Member Experience Advisor to deliver premier service to members and associates and to proactively engage them with their financial needs, including evenings and Saturdays.

You will process account and loan requests, use sales tracking systems (DataVa, Better Lobby) to analyze engagement, and connect members with our Subject Matter Experts via SmartOffice/VANA for specialized financial needs.

Qualifications

• 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.

Responsibilities

• 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.).

Skills

Customer service

Financial services

Consultative selling

Education

High school diploma or GED

Tools

DataVa

Better Lobby

Job description

American Heritage Credit Union on Market Street is seeking a Full-Time Member Experience Advisor to deliver premier service to members and associates and to proactively engage them with their financial needs, including evenings and Saturdays.

You will process account and loan requests, use sales tracking systems (DataVa, Better Lobby) to analyze engagement, and connect members with our Subject Matter Experts via SmartOffice/VANA for specialized financial needs.