Full-Time Member Experience Advisor

1 month ago


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

At American Heritage Credit Union, we are seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Red Lion Road 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 existing and prospective members to understand their financial needs and provide solutions that meet 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, and file maintenance.
  • Analyze members' engagement with the credit union using sales tracking systems and member data warehouse programs to offer solutions that align with their life stages.
  • Connect members with Subject Matter Experts via SmartOffice/VANA technology to address specialized financial needs.

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 future growth opportunities within the company. Our commitment to your success is enhanced by our professional and environmentally friendly atmosphere.

We are an Equal Opportunity Employer.



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