Full-Time Member Experience Specialist

5 days ago


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

Job Title: Full-Time Member Experience Advisor

About Us: American Heritage Credit Union is a leading financial institution dedicated to providing exceptional service to its members.

Job Summary: We are seeking a highly motivated and experienced Full-Time Member Experience Advisor to join our team at our Lansdale branch.

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, and file maintenance.

• Analyze members' engagement with the credit union using sales tracking systems and member data warehouse programs.

• Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology for specialized financial needs.

Requirements:

• One year to three years of similar or related experience.

• High school education or GED.

• Full-time position with rotating evening and Saturday hours required.

• FICEP certification preferred.

What We Offer:

• Competitive rate commensurate with experience.

• Extensive benefits package, including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities.

We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.



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