Member Relations Specialist


: $150,470.00 - $150,470.00 /year *

Employment Type

: Full-Time


: Advertising/Marketing/Public Relations

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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.


Job Requirements:
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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