Part-Time Member Experience Specialist

4 weeks ago


Quakertown, Pennsylvania, United States American Heritage Credit Union Full time
Job Opportunity

American Heritage Credit Union, a leading financial institution, is seeking a Part-Time Member Experience Advisor to join our Quakertown branch team.

This role provides exceptional service to members, clients, and associates, enhancing the overall member experience. The successful candidate will proactively engage existing and prospective members with their financial needs, utilizing a consultative approach.

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, and file maintenance.
  • Analyze members' engagement with the credit union using sales tracking systems and member data warehouse programs, offering solutions tailored to their current and future life stages.
  • Connect members with Subject Matter Experts via SmartOffice/VANA technology for specialized financial assistance.

Requirements:

  • One to three years of similar or related experience.
  • A high school education or GED.
  • Part-Time position (averaging 27 hours per week).
  • Availability for morning, evening, weekday, and Saturday hours.
  • FICEP certification (to be completed after hire).

American Heritage Credit Union offers a competitive rate commensurate with experience, an extensive benefits package, and future growth opportunities within the company. We strive to maintain a professional and environmentally friendly atmosphere for our employees.

We are an Equal Opportunity Employer.



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