Part-Time Member Experience Specialist

3 days ago


Lansdale, Pennsylvania, United States American Heritage Federal Credit Union Full time
Job Title:

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.
Requirements:
  • 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.
What We Offer:
  • 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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