Part-Time Financial Advisor

1 week ago


Pottstown, Pennsylvania, United States American Heritage Credit Union Full time

American Heritage Credit Union is searching for a dedicated Part-Time Member Experience Advisor to serve our members at our North Coventry branch.

Role Description

In this engaging role, you will have the chance to forge meaningful connections with members, understand their financial aspirations, and provide tailored solutions to meet their needs.

Main Responsibilities:

  • Process and maintain account records, including account openings and updates.
  • Guide members through the process of applying for and managing consumer loans.
  • Utilize analytics tools to uncover opportunities to improve members' financial situations.
  • Link members to specialized financial resources via SmartOffice/VANA technology.
Requirements
  • At least 1-3 years of similar experience.
  • Completed secondary education or equivalent.
  • Availability to work part-time (average 27 hours per week).
  • FICEP certification is preferred.
Compensation and Benefits

A competitive salary based on experience, comprehensive health insurance, retirement savings plan, and opportunities for career advancement within the organization.



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