Premier Account Associate

7 days ago


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

We are seeking a highly motivated Premier Account Associate to join our team at American Heritage Credit Union. As a key member of our Virtual Member Experience Advisor Division, you will provide exceptional service to our members, clients, and associates through remote and video-based interactions.

Your primary responsibility will be to serve as a subject matter expert on our deposit and loan-based products and services, ensuring that our members receive premier level service and solutions to their financial needs.

Duties and Responsibilities
  • Serve as a subject matter expert on all American Heritage deposit and loan-based products and services.
  • Engage with members as their financial consultant/advisor, providing knowledge of our products/services to meet their perceived and unperceived needs.
  • Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc.
  • Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement.
  • Assist members with how to use self-service technology (e.g., PAT, Online/Mobile Teller, Bill Pay, etc.).

Annual Salary Range: $52,000 - $62,000, depending on experience and qualifications.



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