Financial Services Professional
4 weeks ago
About Us
American Heritage Federal Credit Union is a leading financial institution dedicated to providing exceptional service to its members. We are seeking a highly skilled Financial Services Professional to join our team at our Limerick branch.
About the Role
This position provides a premier level of service to members, clients, and associates of American Heritage Federal Credit Union to enhance the overall member experience. The successful candidate will proactively engage existing and prospective members with their financial needs using a consultative approach.
Responsibilities
- Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).
- Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).
- Utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).
- Connect members to our Subject Matter Experts via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).
Qualifications
- One year to three years of similar or related experience.
- A high school education or GED.
- Full-time position - Rotating evening and Saturday hours are required.
- FICEP certification preferred.
Benefits
We offer a competitive salary 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. Our commitment to your success is enhanced by our focus on maintaining the best possible professional and environmentally friendly atmosphere for our employees.
Salary Range: $45,000 - $65,000 per annum
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