Concierge Specialist - Membership Account Specialist

American Heritage Credit Union • Philadelphia, PA

4d

About The Position

American Heritage Credit Union, a $5 billion credit union has immediate openings available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence. DUTIES The Concierge Specialist will engage new American Heritage members through needs based consultative selling in a contact center environment. This position will contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program. Educate and engage members on AMHCUs products and services. Through needs based questions, the Concierge Representatives will determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness. This position will aid in the technical and functional setup and initial member usage of the product.

Requirements

• At least one year of experience in a call center of a credit union or financial institution preferred.
• Must be flexible and available to work Monday through Friday from 8:00 a.m. to 7:00 p.m. with Rotating Saturdays 9:00 a.m. - 3:00 p.m.
• Work requires knowledge of lending products, deposit products, and interest rates.
• Knowledge of interviewing skills and telemarketing techniques also required.
• Work requires intermediate working knowledge of Symitar, Word, Excel.
• Ability to understand IOS, Android Platforms for set up of mobile applications.
• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)

Responsibilities

• Engage new American Heritage members through needs based consultative selling in a contact center environment.
• Contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program.
• Educate and engage members on AMHCUs products and services.
• Determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness.
• Aid in the technical and functional setup and initial member usage of the product.

Benefits

• paid time off
• health benefits
• 401(k) with a generous company match
• future growth opportunities within the company

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees