American Heritage Credit Union
  • Red Lion Road (Carriage House)
  • Philadelphia, PA, USA
  • Hourly
  • Full Time

American Heritage Credit Union, a $2.7+ billion credit union, has an immediate opening for a Member Relations Specialist at our Contact Center in Northeast Philadelphia! 

Responsibilities Include:

  • Contact members via phone and establish relationships through solving member problems (if applicable), answering member questions and creating financial options which lead to sales closures and cross-selling effectiveness.
  • Sell products and services to existing members via outbound phone calls and other applicable methods.
  • Effectively describe features and benefits of AMHCU products and services so members may realize how their financial goals can be met.
  • Interview loan applicants on the telephone, processes logs, and prepares loan applications using the automated loan approval system and distributes to loan officers for their approval.
  • Disburse loans and send loan documents to members via DocuSign and follow up with members if loan documents are not returned in a timely manner.
  • Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to member while enhancing relationships and providing ultimate member service.
  • Assist members with questions regarding all products and services within credit union, via the Inbound or Outbound Queues. Cross sell all credit union products and/or services.
  • Provide assistance and back up to Contact Center inbound queue.
  • Must have professional, well-developed interpersonal skills essential for serving members and staff while projecting a positive image as a representative of the Credit Union.

Requirements Include:

  • At least one year of experience in a call center of a credit union or financial institution required.
  • Work requires knowledge of lending products, deposit products, and interest rates, for both consumer and business accounts. Knowledge of interviewing skills and telemarketing techniques also required.
  • Work requires intermediate working knowledge of Symitar, Meridian Link, Word and Excel.
  • Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
  • Must be flexible and available to work Call Center hours of operation:
    • (Monday-Friday 7:00 a.m. to 8:00 p.m. and Saturday 9:00 a.m. to 3:00 p.m.) 

Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.


American Heritage Credit Union
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