Financial Services Representative

5 days ago


Abington, Pennsylvania, United States American Heritage Credit Union Full time
Job Summary

American Heritage Credit Union is seeking a highly skilled Financial Services Representative to join our team at our Abington branch. As a key member of our team, you will be responsible for providing exceptional service to our members, clients, and associates, enhancing their overall experience.

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.
  • Analyze members' engagement with the credit union using sales tracking systems and member data warehouse programs.
  • Connect members to our 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, 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.

EOE M/F/D/V



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