Customer Service Specialist
6 days ago
American Heritage Credit Union seeks a highly motivated Part-Time Member Experience Advisor to provide exceptional service to members and clients in our North Coventry branch.
Job OverviewThis role offers the opportunity to make a positive impact on individuals' financial lives by offering personalized solutions to meet their needs. As a Part-Time Member Experience Advisor, you will work closely with existing and prospective members to understand their financial goals and objectives.
Key Responsibilities:
- Process account-related requests, including opening basic consumer accounts and performing file maintenance.
- Assist members with basic consumer loan-related requests, such as submitting applications and booking loans.
- Analyze members' engagement with the credit union using sales tracking systems and member data warehouse programs.
- Connect members with Subject Matter Experts via SmartOffice/VANA technology for specialized financial assistance.
- 1-3 years of similar or related experience.
- High school education or GED.
- Average 27 hours per week, flexible scheduling available.
- FICEP certification preferred.
A competitive rate commensurate with experience, paid time off, health benefits, 401(k) with escalating company match, and future growth opportunities within the company.
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