Full-Time Member Experience Advisor
1 month ago
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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Full-Time Member Experience Advisor
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Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob DescriptionAmerican Heritage Credit Union is seeking a highly skilled Full-Time Member Experience Advisor to provide exceptional service to members, clients, and associates. This role involves rotating between lobby greeting, consultative member engagement, and processing transactions.Key Responsibilities:Process account-related requests, including...
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Part-Time Member Experience Advisor
1 month ago
Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAmerican Heritage Credit Union is seeking a Part-Time Member Experience Advisor to provide exceptional service to members, clients, and associates. This role involves proactively engaging with members to understand their financial needs and providing solutions to enhance their overall experience.Responsibilities include:Processing account-related...
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Part-Time Member Experience Advisor
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Member Experience Advisor
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Virtual Member Experience Advisor
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Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAt American Heritage Credit Union, we are seeking a highly skilled Virtual Member Experience Advisor to join our team. This role is responsible for providing exceptional service to members, clients, and associates, enhancing the overall member experience.Key Responsibilities:Serve as a subject matter expert on American Heritage deposit and...
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Philadelphia, Pennsylvania, United States American Heritage Credit Union Full timeJob Opportunity: Part-Time Member Experience AdvisorAt American Heritage Credit Union, we are seeking a highly motivated and customer-focused Part-Time Member Experience Advisor to join our team at our Hunting Park branch.This role is responsible for providing exceptional service to members, clients, and associates, enhancing the overall member experience....
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