Full-Time Member Experience Advisor

4 weeks ago


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

American Heritage Credit Union is seeking a highly skilled Full-Time Member Experience Advisor to provide exceptional service to members, clients, and associates. This role involves rotating between lobby greeting, consultative member engagement, and processing transactions.

Key Responsibilities:

  • Process account-related requests, including opening basic consumer accounts and performing file maintenance.
  • Process basic consumer loan-related requests, including submitting applications, booking, and disbursing.
  • Engage with members and prospective members to build trusted relationships and recommend solutions for their financial needs.
  • Utilize sales tracking systems and member data warehouse programs to analyze member engagement and offer solutions.
  • Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial needs.
  • Assist with Lobby Management, including showing members how to use self-serve technology for transactions, account information, and updates.
  • Provide remote support to the Contact Center through Soft Phone/Soft PAT.

Requirements:

  • One to three years of similar or related experience.
  • A high school education or GED.
  • Full-time position with rotating evening and Saturday hours.
  • FICEP certification (to be completed after hire).
  • Professional, outgoing, engaging, and personable individual with well-developed interpersonal skills.

We offer a competitive rate commensurate with experience and an extensive benefits package, including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities.

EOE M/F/D/V



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