American Heritage Credit Union logo
American Heritage Credit UnionPosted 3 weeks ago

Full-Time Member Experience Advisor (Carriage House)

$39,520,000–$43,680,000 year

On-sitePhiladelphia, Pennsylvania, United States

Full TimeAssociates DegreeMedium

Job Summary

Process account and loan requests including opening consumer accounts, performing file maintenance, and disbursing loans. Utilize sales tracking systems and member data warehouse programs to analyze engagement and offer tailored solutions. Connect members to Subject Matter Experts via SmartOffice/VANA technology for specialized financial needs. Engage existing and prospective members with a consultative approach to enhance the overall member experience. Full-time position with rotating evening and Saturday hours required. FICEP certification preferred.

Required 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

Desired Qualifications

  • FICEP certification preferred

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce