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Part Time Member Experience Advisor (Perkasie)

@ American Heritage Credit Union
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Perkasie, Pennsylvania, United States
OnsitePart Time
Responsibilities:Process accounts, Process loans, Analyze engagement
Requirements Summary:One to three years experience; HS diploma or GED; part-time with rotating evenings and Saturdays; notary; FICEP preferred; 180-day eligibility.
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Job Description

Posting Date: 4/21/2026

Close Date: 4/28/2026

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Perkasie branch!

This position provides a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Proactively engage existing and prospective members with their financial needs using a consultative approach.

Responsibilities Include:

  • 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.).
  • 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.).
  • Utilize sales tracking systems, member data warehouse programs, and other tools (e.g., DataVa, 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).
  • Connect members to our Subject Matter Experts (SMEs) via SmartOffice/VANA technology who can assist them with their specialized financial needs (e.g., Lending, Mortgages, Account Services, IRC, etc.).

QUALIFICATIONS:

  • One year to three years of similar or related experience.
  • A high school education or GED.
  • Part-time position- Rotating evening and Saturday hours are required.
  • FICEP certification preferred.
  • Notary Public (within eighteen months of hire date).

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

ELIGIBILITY:

To be considered for an open position, you must:

  • Have worked for American Heritage Credit Union for at least 180-days (6 months) or have been in your current position if recently transferred or promoted for that same period.
  • Be meeting expectations in your current role.
  • Be in good standing with performance expectations with no documented performance issues within the most recent six-month period.
  • Meet the minimum requirements for the job and be able to perform the essential functions of the position, with or without reasonable accommodation.
  • Submit an application to HR by the closing date as stated in the posting.
  • Inform your Manager/Supervisor of your intent to apply prior to submitting your application.

EOE M/F/D/V