Part-Time Member Experience Advisor

8 hours ago

Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Job Title: Part-Time Member Experience Advisor

American Heritage Credit Union is seeking a highly skilled and customer-focused Part-Time Member Experience Advisor to join our team at our Bridge Street branch.

This role provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. The successful candidate will proactively engage 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.
  • Process basic consumer loan-related requests, including submitting applications, booking, and disbursing.
  • Engage with members and prospective members to build and deepen trusted relationships by uncovering and recommending appropriate solutions for their short- and long-term financial needs.
  • Utilize sales tracking systems and member data warehouse programs to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).
  • Connect members to our Subject Matter Experts via SmartOffice/VANA technology who can assist them with their specialized financial needs.
  • Assist with Lobby Management, including showing members how to use self-serve technology to accomplish their basic needs for transactions, account information, and account updates.
  • Provide remote support to the Contact Center through Soft Phone/Soft PAT.
  • Maintain advanced knowledge of digital services to educate members and set up their self-service options.
Requirements:
  • One year to three years of similar or related experience.
  • A high school education or GED.
  • FICEP certification (to be completed after hire).
  • Notary Public (within six months of hire date).
  • Working knowledge or the ability to learn and understand credit union products and services required.
  • Professional, outgoing, engaging, and personable individual with well-developed interpersonal skills - verbal and written - essential for servicing Credit Union members, staff, and clients and projecting a positive image as a representative for the Credit Union.
  • Spanish speaking strongly preferred.

American Heritage Credit Union offers a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development.

EOE M/F/D/V

  • Part-Time Member Experience Specialist

    1 day ago

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

    Job Title: Part-Time Member Experience AdvisorAt American Heritage Credit Union, we are seeking a highly skilled and dedicated Part-Time Member Experience Advisor to join our team. As a key member of our Rhawn Street branch, you will play a vital role in providing exceptional service to our members, clients, and associates.Key Responsibilities:Process...

  • Part-Time Member Experience Specialist

    12 hours ago

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

    Job OpportunityAmerican Heritage Credit Union, a leading financial institution, is seeking a Part-Time Member Experience Advisor to join our Rhawn Street branch team.This role provides exceptional service to members, clients, and associates, enhancing the overall member experience. The successful candidate will proactively engage existing and prospective...

  • Part-Time Member Experience Representative

    3 weeks ago

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

    Job SummaryAmerican Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide exceptional service to members, clients, and associates. This role involves proactively engaging with members to enhance their financial experience, rotating between lobby greeting, consultative member engagement, and processing transactions.Key...

  • Full-Time Member Experience Specialist

    4 days ago

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

    Job OpportunityAt American Heritage Credit Union, we are seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Bridge Street branch.This role is responsible for providing exceptional service to members, clients, and associates, enhancing the overall member experience. The ideal candidate will proactively engage existing and...

  • Staff Accountant

    2 weeks ago

    Philadelphia, Pennsylvania, United States Your Part-Time Controller Full time

    About Your Part-Time ControllerYour Part-Time Controller, LLC, is a national leader in providing outsourced accounting services to nonprofit organizations. We are seeking a talented Staff Accountant to join our team.ResponsibilitiesWeekly and monthly processing of accounts payable, accounts receivable, and payrollBank account and balance sheet...

  • Staff Accountant

    1 week ago

    Philadelphia, Pennsylvania, United States Your Part-Time Controller Full time

    About Your Part-Time ControllerYour Part-Time Controller, LLC, is a national leader in providing outsourced accounting services to nonprofit organizations. We are seeking a talented Staff Accountant to join our team.ResponsibilitiesWeekly and monthly processing of accounts payable, accounts receivable, and payrollBank account and balance sheet...

  • Youth Program Advisor

    5 hours ago

    Philadelphia, Pennsylvania, United States Temple Beth Zion-Beth Israel Full time

    Join Our Team as a Part-Time Youth AdvisorWe are seeking a passionate and experienced individual to join our team as a part-time youth advisor. As a youth advisor, you will play a vital role in creating and implementing programs that cultivate strong Jewish leaders among teens in Center City.Main Responsibilities:Develop and lead engaging programs for teens,...

  • Client Insurance Advisor

    4 weeks ago

    Philadelphia, Pennsylvania, United States P&CP Academy Full time

    Client Insurance Advisor Career OpportunityA reputable Insurance Agency is on the lookout for a Client Insurance Advisor to become a part of their committed team.About Us:At P&CP Academy, we collaborate with top-tier Insurance Agents dedicated to delivering outstanding service to their clientele. As a Client Insurance Advisor, you will be instrumental in...

  • Physician Advisor

    2 days ago

    Philadelphia, Pennsylvania, United States Community Behavioral Health. Full time

    Job Title: Physician AdvisorCommunity Behavioral Health is seeking a highly skilled Physician Advisor to join our team. As a Physician Advisor, you will play a critical role in providing clinical leadership and oversight of the clinical management of our members.Key Responsibilities:Provide consultation on overall quality of care, medical decision making,...

  • Automotive Product Advisor

    4 weeks ago

    Philadelphia, Pennsylvania, United States The Faulkner Automotive Group Full time

    Faulkner Automotive is seeking a passionate and driven Automotive Product Advisor to enhance our customer experience. At Faulkner, we offer a platform for career development and advancement within our organization. While prior sales experience is beneficial, it is not a prerequisite. We provide comprehensive training for all team members and promote ongoing...

  • Procurement Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Corcentric Full time

    About the RoleWe are seeking a highly skilled Procurement Advisor to join our team at Corcentric. As a key member of our Procurement Advisory practice, you will collaborate with clients to develop a current-state assessment of their procurement function, utilizing a best practice-based maturity scale to identify areas for improvement.As a Procurement...

  • Clinical Expert Advisor

    2 days ago

    Philadelphia, Pennsylvania, United States Temple University Full time

    Physician Advisor Job DescriptionTemple Health seeks a skilled Physician Advisor to provide clinical expertise and guidance to our Clinical Analysis and appeals team. As a key member of our team, you will act as a physician advisor for medical necessity appeals and for the Pennsylvania Medical Assistance (PAMA) utilization reviews.Key...

  • Retail Associate

    7 days ago

    Philadelphia, Pennsylvania, United States Sam's Club Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Associate - Member Experience Specialist. In this role, you will be responsible for providing exceptional member service, ensuring a positive shopping experience, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide member...

  • Service Advisor

    4 days ago

    Philadelphia, Pennsylvania, United States Chrysler Dealer Full time

    Service Advisor - Chrysler Dodge Jeep Ram DealershipWe are seeking a skilled Service Advisor to join our team at Chrysler Dodge Jeep Ram Dealership. As a Service Advisor, you will be the primary point of contact for customers, providing exceptional service and ensuring their needs are met.Key Responsibilities:Consult with customers to understand their...

  • Financial Assistance Advisor

    4 weeks ago

    Philadelphia, Pennsylvania, United States Community College of Philadelphia Full time

    Position OverviewThe Financial Assistance Advisor serves as a vital member of the Financial Aid team at the College. Reporting directly to the Manager of Financial Aid Operations, this role is essential in facilitating the intake process for students seeking financial aid guidance. The advisor provides expertise and support to front counter staff, ensuring...

  • Member Relations Supervisor

    3 weeks ago

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

    Job SummaryAmerican Heritage Credit Union is seeking a highly skilled Member Relations Supervisor to join our Contact Center team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional customer service, and leading a team of Virtual Member Experience Advisors and...

  • Recovery Clerk Part Time

    3 weeks ago

    Philadelphia, Pennsylvania, United States BJ's Wholesale Club Full time

    Job Summary:As a Recovery Clerk Part Time at BJ's Wholesale Club, you will be responsible for providing exceptional service to our members, ensuring a positive shopping experience, and maintaining a clean and organized sales floor.Key Responsibilities:Provide prompt and courteous service to members, addressing their needs and concerns in a professional and...

  • Part Time Store Cleaning Associate

    3 weeks ago

    Philadelphia, Pennsylvania, United States TJX Companies Full time

    **Job Summary**We are seeking a highly motivated and detail-oriented Part Time Store Cleaning Associate to join our team at TJX Companies. As a key member of our store operations team, you will play a critical role in maintaining a clean and organized store environment that showcases our products and provides an exceptional customer...

  • Academic Advisor

    2 weeks ago

    Philadelphia, Pennsylvania, United States Holy Family University Full time

    About Holy Family UniversityHoly Family University is a private institution in the Catholic tradition, founded in 1954 as a sponsored ministry of the Sisters of the Holy Family of Nazareth. Our main campus is located in Northeast Philadelphia, while our Newtown campus is situated in Bucks County, surrounded by nature and a short drive from parks, farmers'...

  • Academic Advisor

    7 days ago

    Philadelphia, Pennsylvania, United States Holy Family University Full time

    About Holy Family UniversityHoly Family University is a private institution in the Catholic tradition, founded in 1954 as a sponsored ministry of the Sisters of the Holy Family of Nazareth. Our main campus is located in Northeast Philadelphia, with a second campus in Bucks County, surrounded by nature and a short drive from parks, farmers' markets, and great...