Full-Time Member Experience Advisor (New Britain)

American Heritage Credit Union • New Britain, PA

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About The Position

American Heritage Credit Union is hiring a full-time Member Experience Advisor to provide a premier level of service to members, clients, and associates and enhance the overall member experience. The advisor proactively engages existing and prospective members about their financial needs using a consultative approach. The position includes rotating evening and Saturday hours.

Requirements

• One to three years of similar or related experience.
• High school education or GED.
• Ability to work rotating evening and Saturday hours.

Nice To Haves

• FICEP certification preferred.

Responsibilities

• Process account-related requests, including opening basic consumer accounts and performing file maintenance such as address and name changes, adding or removing signers or owners, and plastic card requests.
• Process basic consumer loan-related requests, including signature and credit card applications, booking and disbursing loans, and file maintenance such as agreement modifications and Skip-A-Pay.
• Use sales tracking systems, member data warehouse programs, and other tools, including DataVa and Better Lobby, to analyze member engagement and offer solutions suited to members’ current and future life stages.
• Connect members to Subject Matter Experts through SmartOffice/VANA technology for specialized financial needs, such as lending, mortgages, account services, and IRC.

Benefits

• Paid time off
• Health benefits
• 401(k) with a generous escalating company match
• Future growth opportunities within the company
• Competitive rate commensurate with experience

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED