Financial Account Specialist - VMXA - Call Center
$47,091,200–$51,251,200 year
On-sitePhiladelphia, Pennsylvania, United States
Job Summary
Conduct needs-based consultative interactions via remote and video channels to serve as a subject matter expert on deposit, loan, and electronic/mobile offerings. Open new accounts, process loan applications, and manage account changes while fulfilling lead generation requests through the CRM. Assist members with self-service technology usage and analyze engagement data to drive product penetration and sales goals. Provide backup support to Contact Center advisor positions across all membership segments. Work Monday through Friday from 7:00 a.m. to 7:00 p.m. with rotating Saturdays, holding FICEP certification required after hire. Join the Virtual Member Experience Advisor Division at American Heritage Credit Union to enhance the overall member experience.
Required Qualifications
- Three to five years of similar or related experience
- At least one year of experience in a call center of a credit union or financial institution
- Associate's Degree in Business Administration or a related field
- FICEP certification (to be completed after hire date)
- Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.