Member Experience Advisor

4 weeks ago


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

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.
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.
  • 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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