Part-Time Member Experience Specialist
3 days ago
Part-Time Member Experience Specialist
About the Company:American Heritage Credit Union is a leading financial institution with a strong commitment to delivering exceptional member experiences.
Job Overview:We are seeking a Part-Time Member Experience Specialist to join our team at our Lansdale branch. As a key member of our team, you will be responsible for providing premier levels of service to members, clients, and associates, enhancing their overall experience.
Key Responsibilities:- Process account-related requests, including opening basic consumer accounts and performing file maintenance tasks such as address changes, name changes, adding/removing signers/owners, and plastic card requests.
- Process basic consumer loan-related requests, including submitting applications, booking, and disbursing loans, and performing file maintenance tasks such as modification of agreements and Skip-A-Pay procedures.
- Analyze members' engagement with the credit union using sales tracking systems, member data warehouse programs, and other tools to offer solutions that cater to their current/future life stages.
- Connect members with Subject Matter Experts (SMEs) via SmartOffice/VANA technology to assist them with specialized financial needs.
- One year to three years of similar or related experience.
- A high school education or GED.
- Availability for morning, evening, weekday, and Saturday hours.
- FICEP certification preferred.
- A competitive rate commensurate with experience.
- An extensive benefits package including paid time off, health benefits, 401(k) with a generous escalating company match, and future growth opportunities within the company.
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