Customer Service Specialist

6 days ago


Pottstown, Pennsylvania, United States American Heritage Credit Union Full time

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 Overview

This 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.
Requirements
  • 1-3 years of similar or related experience.
  • High school education or GED.
  • Average 27 hours per week, flexible scheduling available.
  • FICEP certification preferred.
What We Offer

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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