Dynamic Financial Services Associate

6 days ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Enhance Member Experience

American Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide premier service to members, clients, and associates.

Job 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 and offer solutions using sales tracking systems and member data warehouse programs.
  • Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial needs.
Requirements:
  • 1-3 years of similar or related experience.
  • High school education or GED.
  • Part-Time position averaging 27 hours per week.
  • Must be available for morning, evening, weekday & Saturday hours.
  • FICEP certification (to be completed after hire).
Benefits and Salary

We offer a competitive rate commensurate with experience ($18.50 - $20.00 per hour) 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.



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