Full-Time Member Experience Advisor

7 days ago

FeastervilleTrevose, PA, United States American Heritage Federal Credit Union Full time

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Feasterville 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

  • Automotive Service Advisor/Writer

    1 week ago

    Feasterville-Trevose, PA, United States The Faulkner Automotive Group Full time

    The Faulkner Automotive Group is looking for an enthusiastic, self-motivated Automotive Service Advisor/Writer to join our team at Buick/GMC Trevose! Faulkner is a place you can establish a career and grow with the organization. While automotive experience is a plus, it is not required! We provide training to all our employees and offer continued growth...

  • Automotive Service Advisor/Writer

    2 weeks ago

    Feasterville-Trevose, PA, United States The Faulkner Automotive Group Full time

    The Faulkner Automotive Group is looking for an enthusiastic, self-motivated Automotive Service Advisor/Writer to join our team at Buick/GMC Trevose! Faulkner is a place you can establish a career and grow with the organization. While automotive experience is a plus, it is not required! We provide training to all our employees and offer continued growth...

  • Automotive Service Advisor/Writer

    5 days ago

    Feasterville-Trevose, PA, United States The Faulkner Automotive Group Full time

    The Faulkner Automotive Group is looking for an enthusiastic, self-motivated Automotive Service Advisor/Writer to join our team at Buick/GMC Trevose! Faulkner is a place you can establish a career and grow with the organization. While automotive experience is a plus, it is not required! We provide training to all our employees and offer continued growth...

  • Business Loan Servicing Specialist

    7 days ago

    Feasterville-Trevose, PA, United States Member Business Financial Service Full time

    Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Business Loan Servicing Specialist. The person holding this position is responsible for assisting the CUSO in the administration of the payment function, reporting function, and portfolio management. This position should be able to make contributions in...

  • Business Loan Servicing Specialist

    3 days ago

    Feasterville-Trevose, PA, United States Member Business Financial Service Full time

    Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Business Loan Servicing Specialist. The person holding this position is responsible for assisting the CUSO in the administration of the payment function, reporting function, and portfolio management. This position should be able to make contributions in...

  • Business Loan Servicing Specialist

    1 week ago

    Feasterville-Trevose, PA, United States Member Business Financial Service Full time

    Member Business Financial Services, L.L.P. (MBFS), a credit union-owned company, is looking for a Business Loan Servicing Specialist. The person holding this position is responsible for assisting the CUSO in the administration of the payment function, reporting function, and portfolio management. This position should be able to make contributions in...

  • Member Services

    1 week ago

    Feasterville-Trevose, PA, United States AFC Fitness Full time

    AFC Fitness Feasterville is seeking responsible, friendly, and mature individuals to join our Member Services team. Team members will need to be able to multi-task while maintaining a positive attitude! The position requires someone who can thrive in a fast-paced environment. Being a part of the Member Services team allows you to interact with our members...

  • Member Services

    2 weeks ago

    Feasterville-Trevose, PA, United States AFC Fitness Full time

    AFC Fitness Feasterville is seeking responsible, friendly, and mature individuals to join our Member Services team. Team members will need to be able to multi-task while maintaining a positive attitude! The position requires someone who can thrive in a fast-paced environment. Being a part of the Member Services team allows you to interact with our members...

  • Board Member

    1 week ago

    Feasterville-Trevose, PA, United States Helping Hand Nurse Full time

    Location: Hybrid (Quarterly in-person meetings in Pennsylvania with remote options) Type: Part-time Board Position Company Overview: Helping Hand Nurse is a leading home health care company. Our mission is to improve the quality of life for individuals in their homes through reliable care. We are seeking an experienced and dynamic board member to provide...

  • Board Member

    5 days ago

    Feasterville-Trevose, PA, United States Helping Hand Nurse Full time

    Location: Hybrid (Quarterly in-person meetings in Pennsylvania with remote options) Type: Part-time Board Position Company Overview: Helping Hand Nurse is a leading home health care company. Our mission is to improve the quality of life for individuals in their homes through reliable care. We are seeking an experienced and dynamic board member to provide...