Member Experience Advisor
4 weeks ago
At American Heritage Credit Union, we are seeking a Part-Time Member Experience Advisor to join our team at our Bridge Street branch.
This role is responsible for providing 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, 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.
- Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial needs.
- 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.
- Notary Public within eighteen months of hire date.
- Spanish speaking strongly 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 escalating company match, and future growth opportunities within the company.
We strive to maintain a professional and environmentally friendly atmosphere for our employees.
EOE M/F/D/V
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Virtual Member Experience Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob Title: Virtual Member Experience AdvisorAt American Heritage Credit Union, we are seeking a highly skilled Virtual Member Experience Advisor to join our team. As a key member of our Virtual Member Experience Advisor Division, you will provide exceptional service to our members, clients, and associates, enhancing their overall...
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Virtual Member Experience Advisor
3 weeks ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAt American Heritage Credit Union, we are seeking a highly skilled Virtual Member Experience Advisor to join our team. This role is responsible for providing exceptional service to members, clients, and associates, enhancing the overall member experience.Key Responsibilities:Serve as a subject matter expert on American Heritage deposit and...
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Virtual Member Experience Advisor
4 weeks ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAmerican Heritage Credit Union is seeking a skilled Virtual Member Experience Advisor to provide exceptional service to members, clients, and associates. This role is based out of our Main office in Northeast Philadelphia and involves engaging with members through needs-based/consultative actions via remote and video-based experience.Key...
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Part-Time Member Experience Advisor
4 weeks ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAmerican Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide exceptional service to members, clients, and associates. This role involves proactively engaging with members to understand their financial needs and providing solutions to enhance their overall experience.Responsibilities include:Processing account-related...
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Full-Time Member Experience Advisor
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Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OpportunityAt American Heritage Credit Union, we are seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Red Lion Road branch.This role is responsible for providing exceptional service to members, clients, and associates, enhancing the overall member experience. The ideal candidate will proactively engage with existing...
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Full-Time Member Experience Advisor
4 weeks ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob DescriptionAmerican Heritage Credit Union is seeking a highly skilled Full-Time Member Experience Advisor to provide exceptional service to members, clients, and associates. This role involves rotating between lobby greeting, consultative member engagement, and processing transactions.Key Responsibilities:Process account-related requests, including...
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Part-Time Member Experience Advisor
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Part-Time Member Experience Specialist
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Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob Opportunity: Part-Time Member Experience AdvisorAt American Heritage Credit Union, we are seeking a highly motivated and customer-focused Part-Time Member Experience Advisor to join our team at our Hunting Park branch.This role is responsible for providing exceptional service to members, clients, and associates, enhancing the overall member experience....
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Part-Time Member Experience Specialist
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Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAmerican Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide exceptional service to members, clients, and associates.This role involves proactively engaging existing and prospective members with their financial needs using a consultative approach.Responsibilities include:Processing account-related requests, such as...
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