Full-Time Member Experience Specialist

2 days ago


Royersford, Pennsylvania, United States American Heritage Credit Union Full time
Job Opportunity

At American Heritage Credit Union, we are seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Limerick branch.

This role provides a premier level of service to members, clients, and associates, enhancing the overall member experience. The successful candidate will proactively engage existing and prospective members with their financial needs using a consultative approach.

Key Responsibilities
  • Process account-related requests, including opening basic consumer accounts and performing file maintenance.
  • Process basic consumer loan-related requests, including submitting applications, booking, and disbursing, and file maintenance.
  • Analyze members' engagement with the credit union using sales tracking systems and member data warehouse programs, offering solutions that cater to their current and future life stages.
  • Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial needs.
Requirements
  • One to three years of similar or related experience.
  • A high school education or GED.
  • Full-time position with rotating evening and Saturday hours.
  • FICEP certification (to be completed after hire).

We offer a competitive rate commensurate with experience, an extensive benefits package, and future growth opportunities within the company. Our commitment to your success is enhanced by our professional and environmentally friendly atmosphere.

We are an Equal Opportunity Employer.



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