Fulfilling Member Engagement Specialist

3 weeks ago


Lansdale, Pennsylvania, United States American Heritage Federal Credit Union Full time
American Heritage Federal Credit Union, a leading financial institution with over $4.9 billion in assets, seeks a dedicated and customer-focused professional to fill the role of a Full-Time Member Experience Advisor at our Lansdale branch.

**Company Overview**

American Heritage Federal Credit Union is a premier financial institution committed to delivering exceptional member experiences. Our team of experts provides personalized solutions to meet the diverse financial needs of our members.

**Job Description**

As a Full-Time Member Experience Advisor, you will be responsible for providing a premier level of service to members, clients, and associates of American Heritage Federal Credit Union. Your primary objective will be to enhance the overall member experience by proactively engaging existing and prospective members with their financial needs using a consultative approach.

**Key Responsibilities**

- Process account-related requests, including opening basic consumer accounts and performing file maintenance, such as address changes, name changes, and adding/removing signers/owners.
- Process basic consumer loan-related requests, including submitting applications, booking, and disbursing, as well as file maintenance, such as modification of agreements and Skip-A-Pay.
- Utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement with the credit union and offer solutions tailored to their current and future life stages.
- Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology for specialized financial assistance.

**Required Skills and Qualifications**

- One to three years of similar or related experience.
- High school education or GED.
- Full-time position with rotating evening and Saturday hours.
- FICEP certification preferred.

**Benefits**

We offer a competitive salary commensurate with experience, 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. Our commitment to your success is reflected in our commitment to maintaining a professional and environmentally friendly work atmosphere.

**Estimated Salary:** $45,000 - $65,000 per year, based on experience.

Our team is committed to excellence and strives to provide the best possible professional and environmentally friendly atmosphere for our employees. We are an Equal Opportunity Employer (EOE) and welcome applications from diverse candidates.

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