Full Time Member Experience Advisor (Langhorne) - American Heritage Credit Union : Job Details

\n\n. 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.).\n. 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.).\n. Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., Data. Va, 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).\n. Connect members to our Subject Matter Experts (SMEs) via Smart. Office\/ VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).\n\n. QUALIFICATIONS:\n\n. One year to three years of similar or related experience.\n. A high sch...Advisor, Experience, Banking, Business Services