Client Engagement Specialist

2 weeks ago


Royersford, Pennsylvania, United States American Heritage Credit Union Full time
About Us

American Heritage Credit Union is a financially sound, full-service financial cooperative committed to providing outstanding financial products and services to our members. We are currently seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Limerick branch.

The ideal candidate will possess excellent communication skills, a consultative approach, and a strong understanding of the credit union's products and services. If you are passionate about delivering exceptional service and building strong relationships, we encourage you to apply.

Compensation & Benefits

The estimated salary for this position is $58,000 - $68,000 per year, commensurate with experience. Our comprehensive benefits package includes paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company.

Key Responsibilities
  • Provide exceptional service to members, clients, and associates by proactively engaging them with their financial needs.
  • Process account-related requests, including opening basic consumer accounts and performing file maintenance.
  • Utilize sales tracking systems and member data warehouse programs to analyze members' engagement with the credit union.
Qualifications
  • One to three years of similar or related experience.
  • A high school education or GED.
  • Full-time position with rotating evening and Saturday hours required.


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