Full-Time PAT Member Service Representative I

4 weeks ago


Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
Job Overview

American Heritage Credit Union is seeking a Full-Time PAT Member Service Representative I to join our Contact Center team in Northeast Philadelphia.

This virtual representative position involves performing routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing via the Personal-interactive teller unit.


Key Responsibilities
  • Provide exceptional service to members by offering assistance and information in a pleasant and efficient manner via the PTM/ITM.
  • Identify cross-sell opportunities and offer relevant services to members.
  • Perform routine member transactions, including cash/check deposits, withdrawals, and transfers.
  • Conduct account reviews to ensure accurate and up-to-date information.
  • Analyze and address member inquiries and concerns, referring or cross-selling products and services as needed to meet member expectations and financial needs.

Requirements
  • Must have prior experience in cash handling and customer service.
  • Previous experience in the credit union or banking industry is a plus.
  • Flexibility to work Contact Center hours of operation, including Monday-Friday 7:55 a.m. to 7:05 p.m. and Saturday 8:55 a.m. to 3:05 p.m.
  • Hours are subject to change based on the needs of the Credit Union.

We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match, and a friendly, progressive work environment.



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