Financial Services Representative
2 weeks ago
American Heritage Credit Union seeks a Full-Time Financial Services Representative to enhance the member experience at our Limerick branch. The successful candidate will provide exceptional service, engage members with their financial needs, and utilize sales tracking systems to analyze member engagement.
Job 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.
- Analyze members' engagement using data warehouse programs and offer solutions that meet their current/future life stages.
Estimated Salary Range: $45,000 - $60,000 per year
Qualifications:
- One to three years of similar or related experience.
- A high school education or GED.
- Full-time position with rotating evening and Saturday hours required.
- FICEP certification preferred.
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.
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Financial Services Representative
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Royersford, Pennsylvania, United States American Heritage Credit Union Full timeJob OverviewAmerican Heritage Credit Union is a leading financial institution with a rich history of serving its members. We are currently seeking a highly skilled Full-Time Member Experience Advisor to join our team at our Limerick branch.This role involves providing exceptional service to members, clients, and associates by proactively engaging them with...
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