Full-Time Member Experience Advisor
2 weeks ago
American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Cherry Hill branch This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach. Responsibilities Include:Process account-related requests including opening basic consumer accounts and performing file maintenance (e.g., address changes, name changes, adding/removing signers/owners, plastic card requests, etc.).Process basic consumer loan-related requests (e.g., signature and credit card) including submitting applications, booking, and disbursing, and file maintenance (e.g., modification of agreements, Skip-A-Pay, etc.).Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, Better Lobby, etc.) to analyze members' engagement with the credit union and offer solutions that will be conducive to the member's current/future life stage(s).Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).QUALIFICATIONS:One year to three years of similar or related experience.A high school education or GED.Full-time position- Rotating evening and Saturday hours are required.FICEP certification preferred.Our commitment to your success is enhanced by our 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. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.EOE M/F/D/V
-
Full-Time Member Experience Advisor
2 weeks ago
Cherry Hill, NJ, United States American Heritage Federal Credit Union Full timeAmerican Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Cherry Hill branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and...
-
Full-Time Member Experience Advisor
2 weeks ago
Cherry Hill, NJ, United States American Heritage Federal Credit Union Full timeAmerican Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Cherry Hill branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and...
-
Full-Time Member Experience Advisor
2 hours ago
Cherry Hill, NJ, United States American Heritage Federal Credit Union Full timeAmerican Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Cherry Hill branch! This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and...
-
Client Advisor
3 days ago
Cherry Hill, United States Armani Group Full timeJOB DESCRIPTION Client Advisor | A|X Cherry Hill | Part-Time As an associate with Giorgio Armani Corporation, you will be part of a diverse team , who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit , passion for the brand, exemplify the company’s values...
-
Financial Advisor
4 weeks ago
Cherry Hill, United States Horace Mann Full timeWho We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...
-
Financial Advisor
4 weeks ago
Cherry Hill, United States Horace Mann Full timeWho We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (RIA), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with...
-
Financial Advisor
2 days ago
Cherry Hill, United States Horace Mann Full timeWho We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...
-
Financial Advisor
4 weeks ago
Cherry Hill, United States Horace Mann Full timeWho We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor ("RIA"), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with...
-
Financial Advisor
6 days ago
Cherry Hill, United States Horace Mann Full timeWho We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...
-
Financial Advisor
4 days ago
Cherry Hill, United States Horace Mann Full timeWho We Are: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners...
