Account Services Representative III

2 weeks ago

Philadelphia, United States American Heritage Credit Union Full time $22 - $24
Job DescriptionJob Description

American Heritage Credit Union, a $4+ billion credit union, has an immediate opening for a Account Services Representative III. This position serves as subject matter expert in all areas of Account Services including but not limited to American Heritage Credit Union's deposit-based product and service offerings, member accounts, IRA administration, fiduciary accounts, etc. Engage with members/non-members through needs-based/consultative actions and assist members via remote, video-based experience.

RESPONSIBILITIES INCLUDE:

  • Serve as subject matter expert (SME) in the following areas: All American Heritage deposit-based products and services; Electronic/mobile offerings including but not limited to Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.; All Account Services processes which includes but is not limited to decedent accounts, IRA's, powers of attorney (POA's), trusts, fiduciary accounts, inheritance tax filing, garnishments, CP-2100 processing, etc.
  • Engage with members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
  • Fulfill lead generation requests submitted via the customer relationship management (CRM) system, Better Lobby, etc.
  • Open new accounts, certificates of deposit, money market accounts, IRA's, club accounts, and sharedraft accounts; Complete necessary documentation for ACH and payroll deductions, and cross-sell products and services to meet member financial needs/goals.
  • Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
  • Assist with and resolve complex/specialized account matters such as IRA corrections, decedent account processing, Trust/IRA offerings, etc.
  • Assist members in utilizing self-service technology (i.e.: PAT, Online/Mobile Teller, Bill Pay, etc.).
  • Utilize sales tracking systems, member data warehouse programs, and other tools/systems (i.e.: Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate them in areas of low engagement.
  • Perform member transactions through a variety of channels which includes but is not limited to video, phone, mail, fax, etc.
  • Prepare/assist with report compilations.
  • Perform/assist with quality control duties with include but are not limited to new accounts, decedent accounts, POA's, etc.
  • Assist management with departmental quarterly SOP procedure review and submit corrections and recommendations as deemed fit.
  • Perform annual required minimum distribution (RMD) review; Manage and resolve member RMD correspondence as requests are received.
  • Effectively describe features and benefits of American Heritage products and services so members may realize how their financial goals can be met.
  • Interview loan applicants, process logs, and prepare loan applications using the automated loan approval system and distribute to loan officers for their approval.
  • DocuSign, mail, or fax applications and/or other pertinent account information to members and prospective members.
  • Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to members while enhancing relationships and providing ultimate member service.
  • Assure quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted.
  • Complete all date of death figures for inheritance tax filing.
  • Provide assistance and backup to all Account Services positions and access all programs needed to assist the membership effectively.

QUALIFICATIONS:

  • Three to five years of similar or related experience.
  • Work requires exceptional knowledge of, deposit products, electronic services, and specialty processes completed in Account Services.
  • Knowledge of interviewing skills and conversational techniques required.
  • Must have the ability to apply broader aspects of established practices to situations which go beyond clear, concise guidelines.
  • Work requires intermediate working knowledge of Word and Excel and advanced knowledge of Better Lobby, Data Verity, Meridian Link (XA) and Symitar.

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


To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.



  • Account Services Representative II

    3 months ago

    Philadelphia, United States American Heritage Credit Union Full time

    Job DescriptionJob DescriptionAmerican Heritage Credit Union, a $4.8+ billion credit union, has an immediate opening for an Account Services Representative II. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.To provide an ultimate level of service to the employees of American...

  • Account Services Representative II

    3 months ago

    Philadelphia, United States American Heritage Credit Union Full time

    American Heritage Credit Union, a $4.8+ billion credit union, has an immediate opening for an Account Services Representative II. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.To provide an ultimate level of service to the employees of American Heritage Credit Union. This...

  • Account Services Representative I

    3 months ago

    Philadelphia, United States American Heritage Credit Union Full time

    American Heritage Credit Union, a $4.8+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.RESPONSIBILITIES:Conduct quality control audits for all new membership applications and/or updates for...

  • Account Services Representative I

    3 months ago

    Philadelphia, United States American Heritage Credit Union Full time

    Job DescriptionJob DescriptionAmerican Heritage Credit Union, a $4.8+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.RESPONSIBILITIES:Conduct quality control audits for all new membership...

  • Customer Account Representative

    3 weeks ago

    Philadelphia, United States Inkspirenize Full time $17 - $25

    Job DescriptionJob DescriptionJob Title: Customer Account RepresentativeLocation: Philadelphia, PADepartment: Customer Service/SalesJob Overview:As a Customer Account Representative, you will be the primary point of contact for customers, responsible for managing customer accounts, addressing inquiries, and ensuring satisfaction. You will play a key role in...

  • Customer Service Representative

    3 days ago

    Philadelphia, Pennsylvania, United States SlightEdge. Full time

    About SlightEdgeWe are a dynamic company seeking a highly skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesRepresentatives will utilize tablets to engage with customers and provide personalized...

  • Word Processor III

    1 month ago

    Philadelphia, United States Advent Services Full time

    Job DescriptionJob DescriptionSalary:  **Recruiters please do NOT contact Advent Services**A leader in supporting clients in technically demanding industries, Advent's capabilities and services promote innovation & empower our partners to manage risk, protect the information, and achieve organizational objectives. We are proud of our ability to support...

  • Account Sales Representative

    3 weeks ago

    Philadelphia, United States VYB Direct Full time

    Company DescriptionVYB Direct is a rapidly growing marketing firm based in Philadelphia. We collaborate closely with our clients to drive brand awareness and customer acquisition in targeted markets, fostering continuous expansion.Role DescriptionThis is a full-time on-site role for an Account Sales Representative located in Philadelphia, PA. The Account...

  • Dispatcher Customer Service Representative

    3 weeks ago

    Philadelphia, United States Summers Quality Services Inc Full time $16 - $23

    Job DescriptionJob Description Dispatcher-Customer Service Representative for a ​​​HVAC / Plumbing / Electrical companyWe are seeking a Service Dispatcher with the ability to multi-task and make competent decisions under pressure, ensuring excellent customer service at all times.The position requires the ability to have a big picture view of the...

  • Financial Services Representative

    2 days ago

    Philadelphia, Pennsylvania, United States Ahida Garcia - State Farm Agent Full time

    Job OverviewAs a Financial Account Representative with Ahida Garcia State Farm Agent, you will play a crucial role in marketing and selling financial products that help customers manage everyday risks. Your expertise in financial products will enable you to provide consultative advice to customers, helping them make informed decisions about their financial...

  • Large Property Underwriter

    6 days ago

    Philadelphia, United States Zurich Insurance Company Ltd. Full time

    As a Property Underwriter Level II or Level III you will have a chance to use your marketing and analytical skills. Specifically, you will analyze and underwrite new and renewal business, under general direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high...

  • Customer Service

    3 months ago

    Philadelphia, United States SLIGHT EDGE Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompany partiesTraining & developmentWe are looking for outgoing individuals with great communication skills to join our team as a Customer Service / Sales Account Manager. The position's duties are primarily composed of sales, marketing, dealing with customers, orders, account questions,...

  • Accounts Receivable Representative

    3 weeks ago

    Philadelphia, United States IntePros Consulting Full time

    IntePros is seeking an Accounts Receivable Representative to join our Philadelphia based industry-leading healthcare client in a hybrid capacity. This person will provide consistent follow up on the open account receivables and will be responsible to review payments received for services rendered and to determine contractual compliance. They will provide...

  • Sports-Minded Account Representative

    2 weeks ago

    Philadelphia, United States KOP Solutions, Inc Full time $45,000 - $55,000

    Job DescriptionJob DescriptionWe are seeking a dynamic and sports-minded individual to join our team as a Sports-Minded Account Representative. As a key member of our customer service and sales department, you will play a crucial role in delivering exceptional support to our clientele. Sports-Minded Account Representative will have a competitive spirit,...

  • Sports-Minded Account Representative

    6 days ago

    Philadelphia, United States KOP Solutions, Inc Full time

    Job DescriptionJob DescriptionWe are seeking a dynamic and sports-minded individual to join our team as a Sports-Minded Account Representative. As a key member of our customer service and sales department, you will play a crucial role in delivering exceptional support to our clientele. Sports-Minded Account Representative will have a competitive spirit,...

  • Customer Service Representative

    3 days ago

    Philadelphia, Pennsylvania, United States AMICA MUTUAL INSURANCE COMPANY Full time

    **About the Role**As a Customer Care Representative at AMICA MUTUAL INSURANCE COMPANY, you will be responsible for conducting professional telephone conversations to service existing accounts in a high call volume environment.**Key Responsibilities**Convert advertising, direct mail, and other warm leads into new business by handling countrywide inbound...

  • Guest Services Representative

    2 weeks ago

    Philadelphia, Pennsylvania, United States Blue Sky Hospitality Solutions Full time

    Position Overview:Guest Services RepresentativeAs a Guest Services Representative, you will play a crucial role in welcoming and registering guests, ensuring exceptional service throughout their stay, and managing the guest's account upon departure.Key Responsibilities:Welcome and register guests with a friendly and professional demeanor, adhering to company...

  • Customer Account Representative

    3 months ago

    Philadelphia, United States STC Direct Inc Full time

    Job DescriptionJob DescriptionCustomer Account Representative  Perks and Benefits:Professional development.Competitive sales and bonus structure.Paid training.Networking opportunities.A consistent schedule.Weekly pay.Pathways to leadership roles and comprehensive career development.An inclusive environment.Prerequisites:Having previous experience in...

  • Manufacturers Outside Sales Representative

    2 months ago

    Philadelphia, United States Bruske Products Full time

    Job DescriptionJob DescriptionManufacturers Outside Sales RepresentativeSUMMARY:This position is responsible for opening new accounts while maintaining strong relationships with existing customers in Philadelphia. As we transition our benefits and technology stack, you will receive support from our management team, including guidance from a former top sales...

  • Customer Service Representative

    3 months ago

    Philadelphia, United States AWMA Full time

    Job DescriptionJob DescriptionAWMA, Inc. is a world-leading manufacturer and distributor of sporting goods and athletic supplies since 1972. To continue evolving our commitment to superior service and an ever-improving customer experience, AWMA is looking for a dynamic Customer Service Representative to join our team in Northeast Philadelphia.This is a great...