American Heritage Credit Union
  • Administration Building
  • Philadelphia, PA, USA
  • Starting rate of $16.00 - $18.00 per hour Plus $2.00 increase in hourly rate for time worked past 5:00p.m.
  • Hourly
  • Full Time

We offer an outstanding benefits package, including a 401(k) with a generous company match and a progressive & environmentally friendly work environment.


American Heritage Credit Union, a $3+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.

RESPONSIBILITIES:

  • Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction.
  • Conduct quality control audits for all business account applications for errors and notify applicable parties accordingly of items that require correction.
  • Process all mailed in and online membership application requests.
  • Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or online.
  • Review and complete all reports for account accuracy and proper documentation on a daily basis (change of address report, dormant account report, etc.)
  • Review and enter account owners CIP (Customer Identification Program) data into YellowHammer BSA.
  • Prepare, scan, and process negotiable items received through Interactive Teller.
  • Answer phone calls, emails and HelpDesk tickets from employees and/or members.

REQUIREMENTS:

  • At least one to two years of experience in a credit union or other financial institution.
  • Work requires knowledge of IRA's, BSA, fraud, loss prevention, decedent accounts and additional software for Xpress Accounts, Interactive Teller, etc.
  • Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
  • Must be available to work rotating evening and Saturday hours.

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.

To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All new hires are required to show proof of vaccination status against COVID-19 prior to employment with the Credit Union and/or its subsidiaries. Exemptions to this requirement will be considered on a case-by-case basis in accordance with applicable law. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.



American Heritage Credit Union
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