Financial Services Advisor

6 days ago


Glendora, New Jersey, United States American Heritage Credit Union Full time
Job Description

We are seeking a highly motivated and experienced Part-Time Member Experience Advisor to join our team at American Heritage Credit Union's Glendora branch.

This role is ideal for individuals who are passionate about delivering exceptional customer service and possess excellent communication skills. As a Part-Time Member Experience Advisor, you will play a crucial part in enhancing the overall member experience by providing a premier level of service to members, clients, and associates.

Key Responsibilities:

  • Process account-related requests, including opening basic consumer accounts and performing file maintenance such as address changes, name changes, adding/removing signers/owners, plastic card requests, etc.
  • Process basic consumer loan-related requests, including submitting applications, booking, and disbursing, as well as file maintenance like modification of agreements, Skip-A-Pay, etc.
  • Analyze members' engagement with the credit union using sales tracking systems, member data warehouse programs, and other tools like DataVa and Better Lobby, and offer solutions that cater to their current/future life stages.
  • Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology, who can assist them with specialized financial needs, such as Lending, Mortgages, Account Services, IRC, etc.

Requirements:

  • One year to three years of similar or related experience.
  • A high school education or GED.
  • Part-time position - Rotating evening and Saturday hours are required.
  • FICEP certification preferred.
  • Notary Public (within eighteen months of hire date).

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



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