Part-Time Financial Assistant
3 weeks ago
American Heritage Credit Union is seeking a skilled Member Experience Advisor to join our team at our Rhawn Street branch. As a key member of our team, you will play a vital role in providing exceptional customer service to our members, clients, and colleagues.
Main Job Responsibilities:
- Provide personalized support to members, identifying their financial needs and offering tailored solutions using a consultative approach.
- Process account-related requests, including opening basic consumer accounts and performing file maintenance.
- Handle basic consumer loan-related requests, including submitting applications, booking, and disbursing.
- Utilize sales tracking systems, member data warehouse programs, and other tools to analyze members' engagement and offer solutions that align with their current/future life stages.
Benefits Package:
We offer a competitive rate commensurate with experience and 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 maintaining a professional and environmentally friendly atmosphere for our employees.
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