Financial Relationship Manager

19 hours ago


Royersford, Pennsylvania, United States American Heritage Federal Credit Union Full time

About Our Company

American Heritage Credit Union, a prominent financial institution, seeks a qualified Full-Time Member Experience Advisor for our Limerick branch. In this role, you will provide exceptional service to members, clients, and associates, enhancing the overall member experience.

  • The ideal candidate will possess excellent communication and problem-solving skills, enabling them to engage with existing and prospective members, understand their financial needs, and offer tailored solutions.
  • This position involves handling various responsibilities, including processing account-related requests, such as opening basic consumer accounts and performing file maintenance. You will also handle basic consumer loan requests, including submitting applications, booking, and disbursing.
  • You will utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement and offer relevant solutions.
  • You will connect members with our Subject Matter Experts via SmartOffice/VANA technology for specialized financial assistance.

Our Commitment to Your Success

  • A competitive salary commensurate with experience, ranging from $45,000 to $60,000 per annum.
  • A comprehensive benefits package, including paid time off, health benefits, and 401(k) with escalating company match.
  • Opportunities for growth within the company, allowing you to advance your career and achieve your goals.


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