Senior Member Experience Specialist

2 weeks ago


Lansdale, Pennsylvania, United States American Heritage Federal Credit Union Full time
Member Experience Advisor Opportunity

American Heritage Credit Union, a leading financial institution, is seeking a highly skilled Member Experience Advisor to join our team at our Lansdale branch.

This role provides exceptional service to members, clients, and associates, enhancing the overall member experience. The ideal 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, such as signature and credit card applications.
  • Analyze member engagement using sales tracking systems and offer solutions tailored to their current and future life stages.
  • Connect members with 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 preferred.

We offer a competitive rate 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 strive to maintain a professional and environmentally friendly atmosphere for our employees.

American Heritage Credit Union is an equal opportunity employer and welcomes applications from diverse candidates.



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