American Heritage Credit Union ยท 5 months ago
Full-Time -PAT Member Service Representative I - NE Philadelphia
American Heritage Credit Union is a $5 billion Credit Union seeking Full-Time PAT Member Service Representatives for their Contact Center. The role involves performing routine member transactions and providing efficient service while identifying cross-sell opportunities to meet members' financial needs.
Financial Services
Responsibilities
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
Qualification
Required
Must have prior Cash Handling, Customer Service experience required
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
Preferred
Previous Credit Union/Banking experience a plus
Benefits
401(k) with a generous company match
Company
American Heritage Credit Union
American Heritage Credit Union is a member-owned financial cooperative with more than $5 billion in assets serving more than 800 Workplace Partners and more than 325,000 members, with more than 35 locations across Philadelphia, Bucks, Chester, Montgomery, Delaware, and Camden Counties.