American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Information Systems Support Specialist I. This position performs processing using Symitar functions and troubleshoots software and hardware problems for users.
REQUIREMENTS/DUTIES:
Professional, well-developed interpersonal skills essential for servicing members and staff while projecting a positive image as a representative of the Credit Union.Maintain BytePro, PCFS, and Closer's Choice system databases, printers, and software.Perform daily Symitar functions including ACH processing, share draft processing, MasterCard processing, STAR processing. Set up all overnight processing.Maintain Symitar system databases, printers and software.Answer, evaluate, and prioritize incoming telephone, voice mail, e-mail, and in-person requests for assistance from users experiencing problems with hardware, software, networking, and other computer-related technologies.Interview user to collect information about problem and lead user through diagnostic procedures to determine source of problem.Handle problem recognition, research, isolation, resolution and follow-up for routine user problems, referring more complex problems to technical staff.Setup and perform the month-end process.Maintain constant communication with STAR/InterPro system.Set up and run computer-generated reports.Maintain constant communication with third-party vendors (e.g. FIS, Interpro, Symitar).Maintain current hardware/servers (e.g. Online Teller, Vysym, Symitar).Create and maintain documentation.Ability to work offsite or remotely without direct support.QUALIFICATIONS:
At least two years of experience of troubleshooting PC issues involving hardware and software problems. Experience with Microsoft products also required.Requires education equivalent to two years of college or an Associate's degree in a computer related field, or equivalent work experience. Work requires advanced working knowledge of Symitar, MS Office, MS Project & Windows.Work requires extensive knowledge of computer hardware and software, particularly Microsoft and Symitar products. Requires judgment to apply broader aspects of established practices to situations, which go beyond clear, concise guidelines.WORK HOURS
Full time position - Must be available 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.
EOE M/F/D/V
Read LessAmerican Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Member Relations Supervisor in our Contact Center.
This role will serve as a primary point of contact for the staff that is responsible for building member relationships (new & existing) and providing a premier member experience. Manage daily tasks/activities, handle member accounts, answer member/employee questions, cross-train and directly supervise staff, handle escalated interactions, and ensure metrics set forth are adhered to and achieved. .
Responsibilities Include:
Serve as a subject matter expert as it relates to all product & service offerings of American Heritage Credit Union. Assist the membership and associates via multiple channels which includes but is not limited to phone, video, chat, email, etc. Perform quality assurance monitoring (live and/or recorded) for the Virtual Member Experience Advisors & Concierge Specialists to ensure service levels are meeting and/or exceeding member and credit union expectations.Assist the Assistant Branch Manager with supervision of the Virtual Member Experience Advisors & Concierge Specialists.Maintain a highly motivated, well-trained staff and evaluate job performance within designated time frames to ensure quality of work and service to members and staff. Train staff and perform coaching leveraging various techniques (i.e.: closed door, side-by-side, etc.). Sessions should be completed on a monthly basis (at a minimum) and must be accompanied by signed, corresponding meeting minutes.Work collaboratively with staff in reviewing loan underwriting requests and counteroffers. Assist with the development of department goals and objectives for designated staff/area.Assist with the development and updates of departmental procedures.Responsible for continued development of the training program(s) as it relates to the designated staff.Provide various types of information (i.e.: procedural, company policies, etc.) to team members.Prepare pertinent month-end reports as required.Assist with the development of department goals and objectives for the Virtual Member Experience Advisors & Concierge Specialists.Requirements Include:
At least two years of customer service or cash handling experience.Must have at least 1-2+ years of Supervisory experience in a financial institution.Professional well-developed interpersonal skills essential for servicing credit union members and staff while projecting a positive image as representative for the credit union. Requires judgment to solve day-to-day problems but usually within established guidelines.WORK HOURS
Full-Time positionMust be flexible and available to work Contact Center hours of operation (rotating shifts):Monday- Friday - 7:00 a.m. to 7:00 p.m. & 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.
EOE M/F/D/V
Read LessAmerican Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Member Advisor Supervisor (Call Center Supervisor). This position is responsible for managing daily tasks/activities, handling member accounts, answering member/employee questions, cross training, and direct supervision of staff, managing escalated interactions and ensuring metrics set forth are adhered to and achieved.
Responsibilities Include:
Serve as a subject matter expert as it relates to all product & service offerings of American Heritage Credit Union. Assist members and associates via multiple channels which includes but is not limited to phone, video, chat, email, etc.Perform quality assurance monitoring (live and/or recorded) for the Member Advisors to ensure services levels are meeting and/or exceeding member and credit union expectations. Assist Assistant Branch Manager with supervision of Member Advisor staff, act as Team Leader for a group of ten to twelve Member Advisors.Maintain a highly motivated, well-trained staff and evaluate job performance within designated time frames to ensure quality of work and service to members and staff. Train staff and perform coaching leveraging various techniques (i.e.: closed door, side-by-side, etc.). Sessions should be completed on a monthly basis (at a minimum) and must be accompanied by signed, corresponding meeting minutes. Assist with the development of department goals and objectives for designated staff/area. Assist with the development and updates of departmental procedures.Responsible for continued development of the training program(s) as it relates to the designated staff. Consistently monitor various member service contact points, which includes but is not limited to: Chat, Message Board, Text and Queue(s) to ensure prescribed service levels are achieved.Attend and contribute effectively when selected to participate in Process Improvement Teams (PIT Crew)Provide various types of information (i.e.: procedural, company policies, etc.) to team members.Lead daily meetings with team to disseminate information, perform skill-practice and provide recognition.Assist in the recruiting process by attending interviews and recommending candidates for employment.Requirements Include:
At least two years of customer service or cash handling experience.Must have at least 1-2+ years of Supervisory experience in a financial institutionProfessional well-developed interpersonal skills essential for servicing credit union members and staff while projecting a positive image as representative for the credit union. Must be flexible and available to work Call Center hours of operation: Monday- Friday 7:00 a.m. to 7:00 p.m. & 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.
EOE M/F/D/V
Read LessAmerican Heritage Credit Union, a $5+ billion credit union has immediate openings available in our Contact Center as a Full-Time Member Advisor II. This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.
Starting compensation from $20.50 - $22.50 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays!
Responsibilities Include:
Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction.Provide education to new Member Advisors I to answer incoming calls, to use all necessary programs to assist the membership, advanced knowledge of Credit Union Products and Services.Act as a resource for the Member Advisors for questions and program support.Provides supervision in the absence of the Member Advisor Supervisor and/or Manager. Inform Supervisor/Manager of the coaching and assistance that was provided to the MA I upon their return.Provide feedback to Member Advisor Supervisor for coaching purposes.Answer escalated calls from Member Advisor I satisfy the member needs by offering alternative solutions, contact the appropriate department for assistance and follow up with the member in the agreed upon time frame.Requirements Include:
Must have 1-3 years of prior Contact Center experience or relevant phone/sales experience.Must be flexible and available to work Contact Center hours of operation:Monday- Friday - 7:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m.Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.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 resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Read LessAmerican Heritage Credit Union, a $5+ billion Credit Union has immediate openings available in our Contact Center for Full-Time PAT Member Service Representatives! This is a virtual representative position at our main campus in Northeast Philadelphia.
This position performs routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing via the Personal-interactive teller unit.
Responsibilities Include:
Serve membership by providing service and information in a pleasant, efficient manner via the PTM/ITM (Personal Teller Machine Interactive Teller Machine)Identifies cross-sell opportunities and cross-sells services to members.Perform routine member transactions, including but not limited to cash/check deposits, withdrawals, and transfers. Perform account review. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service using the ACS system in order to meet the expectations/ financial needs of the member.Qualifications:
Must have prior Cash Handling, Customer Service experience required.Previous Credit Union/Banking experience a plus.Must be flexible and available to work Contact Center hours of operation:Monday- Friday - 7:55 a.m. to 7:05 p.m. & Saturday 8:55 a.m. to 3:05 p.m.Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.
Read LessAmerican Heritage Credit Union, a $5+ billion credit union has immediate opening available in our Contact Center! This position provides information concerning the credit union and its services to the membership via phone and other forms of correspondence.
The schedule would be 10:00A.M. - 7:00P.M. for Monday - Friday shifts with Rotating Saturdays from 9:00A.M. - 3:00P.M.
Starting compensation from $19.00 - $21.00 per hour based on experience and education with potential for incentives! There is also a $2.00 increase per hour for all time after 5:00PM in the Contact Center along with time worked on Saturdays!
Responsibilities Include:
Provide an ultimate level of service to the members and employees of American Heritage Federal Credit Union in a pleasant, efficient manner via telephone, electronic communications and/ or mail.Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service through the use of the ACS system in order to meet the expectations/ financial needs of the member.Perform various transactions on accounts and research member inquiries including follow up to ensure member satisfaction.Requirements Include:
Must have prior Contact Center experience or relevant phone/sales experience.Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union.We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.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 resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Read LessAmerican Heritage Credit Union, a $5.3+ billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Horsham 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.Full-time position- Rotating evening and Saturday hours are required.FICEP certification preferred.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.
EOE M/F/D/V
Read LessAmerican Heritage Credit Union, a $5+ 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.Assist with cross-training Account Services staff and branch staff during departmental training.Process all Business Development membership application requests.Process all Fulfillment requests received through fax or email.Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.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 on‑line.Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.Review and enter account owners CIP (Customer Identification Program) data into Verafin.Prepare, scan, and process negotiable items received through Image Center.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. 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.
Read LessAmerican Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Hunting Park 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.Full-time position- Rotating evening and Saturday hours are required.FICEP certification preferred.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.
EOE M/F/D/V
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