Virtual Member Service Rep – Cash & Cross-Sell

American Heritage Credit Union; Philadelphia (Philadelphia County); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Paid time off

Health benefits

401(k) with company match

Growth opportunities

Job summary

American Heritage Federal Credit Union in Philadelphia seeks Full-Time PAT Member Service Representatives for a virtual representative role based at our Northeast Philadelphia main campus. You will handle routine member transactions and assist members with deposits, withdrawals, transfers, and loan payments.

You will identify cross-sell opportunities, perform account reviews, and resolve member questions using the ACS system.

Qualifications

• Cash handling and customer service experience required.
• Previous credit union/banking experience a plus.
• Must be flexible and available to work Contact Center hours.
• Hours: Monday–Friday 7:55 a.m. to 7:05 p.m.; Saturday 8:55 a.m. to 3:05 p.m.

Responsibilities

• Serve membership by providing service and information 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 deposits, withdrawals, and transfers.
• Perform account review.
• Analyze and refer/cross-sell a product or service using the ACS system to meet member needs.

Skills

Cash handling

Customer service

Credit union/banking experience

Flexible hours

Contact center hours

Job description

American Heritage Federal Credit Union in Philadelphia seeks Full-Time PAT Member Service Representatives for a virtual representative role based at our Northeast Philadelphia main campus. You will handle routine member transactions and assist members with deposits, withdrawals, transfers, and loan payments.

You will identify cross-sell opportunities, perform account reviews, and resolve member questions using the ACS system.