Financial Services Professional

1 week ago


FeastervilleTrevose, United States American Heritage Credit Union Full time
Job Overview

American Heritage Credit Union is a leading financial institution with a strong commitment to providing exceptional service to its members. We are seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Feasterville branch.

Estimated Salary Range

$45,000 - $65,000 per year, commensurate with experience.

Key Responsibilities

This role will involve providing premier levels of service to members, clients, and associates, enhancing the overall member experience. The successful candidate will proactively engage existing and prospective members with their financial needs using a consultative approach.

  • Account Management: Process account-related requests, including opening basic consumer accounts and performing file maintenance.
  • Loan Processing: Process basic consumer loan-related requests, including submitting applications, booking, and disbursing, and file maintenance.
  • Sales and Engagement: Utilize sales tracking systems and member data warehouse programs to analyze members' engagement and offer solutions conducive to their current/future life stages.
  • Referral and Collaboration: Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial assistance.
Required Qualifications

The ideal candidate will possess:

  • One to three years of similar or related experience.
  • A high school education or equivalent.
  • Full-time position with rotating evening and Saturday hours required.
  • FICEP certification preferred.
Benefits Package

American Heritage Credit Union offers a comprehensive benefits package, including:

  • Competitive salary range.
  • Paid time off.
  • Health benefits.
  • 401(k) with escalating company match.
  • Future growth opportunities within the company.
Equal Employment Opportunity

American Heritage Credit Union is an equal opportunity employer and welcomes diverse applicants.



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