Part-Time Member Experience Advisor

7 days ago


Pottstown, United States American Heritage Federal Credit Union Full time
Job Description: American Heritage Credit Union's Part-Time Member Experience Advisor plays a vital role in enhancing the overall member experience by providing premier level service to clients and associates. This position involves engaging with existing and prospective members using a consultative approach to understand their financial needs and preferences. As a result, the advisor will process account-related requests, handle basic consumer loan-related tasks, and utilize various tools to analyze members' engagement and offer tailored solutions.

Key Responsibilities:

* Handle account-related requests, including opening basic consumer accounts, performing file maintenance, and processing payments.

* Manage basic consumer loan-related requests, such as submitting applications, booking, and disbursing, as well as modifying agreements and performing skip-a-pay actions.

* Analyze members' engagement using sales tracking systems, member data warehouse programs, and other tools to identify areas for improvement and develop targeted solutions.

* Connect members to Subject Matter Experts via SmartOffice/VANA technology to address specialized financial needs. This role requires one to three years of similar or related experience, a high school education or GED, and availability for a part-time schedule (averaging 27 hours per week). A competitive salary ($30-$40 per hour) and comprehensive benefits package are offered, including paid time off, health benefits, 401(k), and opportunities for growth within the company.
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