Full-Time Member Experience Advisor (Cherry Hill)

American Heritage Federal Credit Union•Cherry Hill, NJ

33d•Onsite

About The Position

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.

Requirements

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.

Responsibilities

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.).