Concierge Specialist - Membership Account Specialist

About the role

American Heritage Credit Union, a $5 billion credit union has immediate openings 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.

Responsibilities

• Engage new members through needs‑based consultative selling in a contact center environment.
• Contact new members via outbound calling on Xpress Accounts and Relationship Management lists to establish and maintain relationships through the RM Program.
• Educate and engage members on credit union products and services.
• Determine and recommend products and services that best fit member needs through needs‑based questioning, driving cross‑selling effectiveness.
• Aid in the technical and functional setup and initial member usage of products.

Qualifications

• At least one year of experience in a call center of a credit union or financial institution (preferred).
• Flexible availability to work Monday‑Friday 8:00 a.m.–7:00 p.m. with rotating Saturdays 9:00 a.m.–3:00 p.m.

Skills

• Knowledge of lending products, deposit products, and interest rates.
• Interviewing skills and telemarketing techniques.
• Intermediate working knowledge of Symitar, Microsoft Word, and Excel.
• Ability to understand iOS and Android platforms for mobile‑application setup.
• Intermediate mathematical skills (calculations involving decimals, percentages, fractions, etc.).

Benefits

• Competitive salary commensurate with experience.
• Paid time off.
• Health benefits.
• 401(k) with generous company match.
• Future growth opportunities within the company.
• Professional and environmentally friendly work atmosphere.

Schedule

Monday‑Friday: 8:00 a.m. to 7:00 p.m.; rotating Saturdays: 9:00 a.m. to 3:00 p.m.