Member Experience Specialist

1 month ago


Royersford, Pennsylvania, United States American Heritage Credit Union Full time
Job Opportunity

At American Heritage Credit Union, we are seeking a dedicated and customer-focused Member Experience Advisor to join our team at our Limerick 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 with members to understand their financial needs and provide solutions tailored to their current and future life stages.

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.
  • Analyze member engagement using sales tracking systems and member data warehouse programs to offer solutions that meet their needs.
  • Connect members with Subject Matter Experts via SmartOffice/VANA technology for specialized financial assistance.

Requirements:

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

We offer a competitive rate commensurate with experience, an extensive benefits package, and opportunities for growth within the company. Our commitment to your success is enhanced by our professional and environmentally friendly atmosphere.

We are an equal opportunity employer and welcome applications from diverse candidates.



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