American Heritage jobs - 80 jobs

Job Description American 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.

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION SUMMARY: This position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visibility in the marketplace. KEY RESPONSIBILITIES: * Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness. * Oversees the preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness. * Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment. * Establishes and promotes customer and community relationships; cross sell other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques. * Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control. * Facilitates closing of the loan transactions with strict compliance with approved terms and conditions. * Mentor the junior Relationship Managers on the team MINIMUM QUALIFICATIONS: * Bachelor's degree in Accounting, Finance or Business Administration * Minimum 10 years' experience commensurate with job function * Comprehensive loan analysis experience. * Comprehensive financial analysis experience. * Comprehensive knowledge of underwriting techniques. * Proven new business track record. * Strong oral, written and communication and management skills. * Proficient with software programs (Microsoft Word and Excel). WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations. * Prolonged sitting * Lifting from 5 to 10 lbs. (printer paper, storage boxes) * Occasional bending or overhead lifting (storing files or boxes) * The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $133,800 - $219,800 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Fraud Data Analyst. This position will assist the Enterprise Risk and Compliance team in preventing fraud and managing losses to mitigate their effects on the credit union and its members. Provide analytic and project support to the ERM department for the advancement of controls and mitigation of risk by organizing, analyzing, and drawing conclusions from volumes of data to identify fraud trends by leveraging multiple technologies and working across verticals to help design mitigation strategies. Responsibilities Include: Delve into production data to produce, maintain, and curate metrics and reports for the Fraud team to implement strategies to combat fraud. Review system-generated triggers for potentially fraudulent activity on members' accounts as well as credit and debit cards. Perform detailed research and investigation on alerts that are generated for potential fraud schemes. Work closely with variety of cross-functional teams to analyze suspicious activity and provide mitigation recommendations. Build and maintain tools and/or processes to collect and track data and troubleshoot errors. Develop and maintain processes and documentation to ensure best practices for fraud identification, escalation, and mitigation are effectively adhered to and communicated. Develop, maintain, and publish periodic Key Performance Indicators (critical metrics) for the Fraud Program. Leverage data to understand fraudulent behavior, identify trends that indicate elevated risk, and report to appropriate team and management. Use relational database queries and spreadsheets to quickly analyze, manipulate, and visualize small to large datasets to guide fraud and risk policy discussions. Conduct research, work independently, and make complex investigation decisions. Develop strategies for the prevention and/or detection of internal and external fraud. Support development of new fraud tools, processes, and third-party provided services. Work closely with third-party providers to promptly implement, update, and make changes to fraud preventive rules. Interpret data, analyze results using analytics, research methodologies, and statistical techniques. Prepare, analyze, and summarize various weekly, monthly, and periodic operational results for use by various key stakeholders by creating reports, specifications, instructions, and flowcharts. Conduct full lifecycle of analytics projects, including pulling, manipulating, and exporting data from project requirement documentation to design and execution. Respond to fraud alerts by notifying members, restricting cards or other account privileges, and closing accounts. Investigate claims of fraud against the member and credit union by following governing regulations, policies, and procedures when gathering evidence and information. Assist with subpoenas and legal requests and provide timely and accurate evidence to law enforcement agencies. Assist with the processing of fraudulent items by gathering information and presenting documentary evidence in an accurate and timely manner; Work with members to define and eliminate future fraudulent transactions. Assist the ERM team with the timely preparation of Fraudulent Check Crime Reports, Bad Check Reports, and Fraudulent Credit Card Reports. Assist with performing collection activities as needed on suspected or potentially fraudulent accounts; Track losses resulting from fraudulent transactions within the case management system. Assist the ERM team with any investigations requested at the direction of the AVP of Fraud Investigations. At the direction of the AVP of Fraud Investigations, assist branch staff and other departments throughout the credit union with resolving questionable activity on member accounts. Assist with implementing corrective action procedures as necessary to ensure compliance with policies and procedures and to avoid future compliance issues. Participate in establishing and maintaining professional business relationships with regulatory agencies, auditors, appraisers, and business associates including legal and law enforcement. Assist with prompt resolution of complaints, questions, and problems. Maintain awareness of new fraud techniques and security developments for counteracting fraud. Remain informed of trends and developments in loss and fraud issues and loan reviews. QUALIFICATIONS: One to three years of similar or related experience using advanced data mining tools and large datasets, performing statistical analysis, and conducting predictive modeling. Financial institution experience and industry knowledge required. Equivalent to a college degree (BS or BA) preferably in a quantitative field (Finance, Risk, Mathematics or Statistics) or the equivalent combination of education and experience in Fraud Prevention. Experience with analyzing Payment Data, ACH/Wire data, Fraud data, Financial Crime data. Experience in performing trend and detect analysis and building reports. Significant experience with relational databases, scripting languages, and database concepts. Knowledge of risk management and control principles. Working knowledge or the ability to learn and understand credit union products and services. Advanced analytical skills with experience collecting, organizing, analyzing, and disseminating abundant information with accuracy. Problem-solver with a strong analytic mindset, competent in research and problem resolution. Reliable and thorough with a deep commitment to quality and accuracy; Keen eye for details and exceptional analytical, planning, organizational and problem-solving skills. Considerable judgment is required. Must be able to analyze complicated factual situations, apply functional principles and develop solutions. Ability to understand broader business issues, objectively analyze data and information to form a big-picture view of risk. Creativity and ability to be data-driven and aggressive in delivering results required. Self-motivated with proven ability to work independently under minimal supervision, prioritize issues, work within ambiguity, and manage tight deadlines. Must be available for rotating weekend hours Must be available to work in office at the Neshaminy Interplex office. 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

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our Feasterville 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","

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs and to provide a positive customer experience while conducting transactions during every branch interaction. The Personal Banker position is a dynamic position that performs both transaction and sales and service duties. The responsibilities may vary day to day based on the needs of the branch office. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of business, servicing accounts, check cashing, withdrawals, deposits, loan payments, greeting customers, and performing customer needs-based assessments. The Personal Banker may also research and resolve account issues and/or inquiries and promote organizational products and services by referring current or prospective customers to other departments within the organization. This position is responsible for meeting sales expectations, which include deposit, loan and revenue expectations, generating sales and referrals as well as managing and balancing cash drawers. Responsibilities also include assisting the Assistant Branch Manager with daily branch responsibilities and processes, end of day functions, and reporting according to branch tasks, policies and procedures. This position may be eligible to obtain Life and Health Licensing. All Provident Bank employees are expected to adhere to the Bank's Code of Ethics, Core Values, and Mission Statement. Works under general supervision. KEY RESPONSIBILITIES: Sales * Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers * Promotes bank products, refer or resolve customer inquiries concerning accounts or other banking services * Actively refers customers for commercial products or services to branch manager, market manager, or appropriate business partner * Exceed customer expectations through active engagement, commitment and dedication to servicing and building customer relationships * Advance the Bank's Corporate Sales Program through the consultative need's assessments of customers, developing new relationships, expanding existing ones and is responsible for managing and growing a book-of-business. Service * Identify opportunities with customers and prospective customers through lobby management. * Assist customers and prospective customers with digital technologies and provide referrals to other lines of business. * Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards * Responsible for sales and service * Execute expectations for a positive customer service experience Operations * Ensures operational and financial safety and soundness in accordance with Bank's policies, compliance, and applicable laws and regulations * Leverages lobby management as a tool for controlling and mitigating risk * Establishes customer identity according to guidelines and adheres to all other compliance procedures * Assists branch management with branch operations as needed * Performs transactions including but not limited to check cashing, withdrawals, deposits and loan payments * Prepares and/or completes Currency Transaction Reports and Suspicious Activity Forms (CTR/SAF) for appropriate transactions * Assists in training other branch employees * Provides support to the contact center when there are high call volumes * Handles customer inquiries by telephone * Provides access to safe deposit boxes MINIMUM QUALIFICATIONS: * High school diploma or GED * Minimum of 6 months of sales and service experience in a customer facing retail environment * Strong interpersonal skills, including listening, written and verbal communication * Ability to work a flexible schedule based upon the needs of the business * Demonstrations positive and professional demeanor with all customers and co-workers * Strong math and analytical skills * Understand and adhere to safety and security practices * Demonstrate and apply good relationship building skills * Proficient at establishing strong connections with customers and prospective customers through consultative conversations affording presentations of sales opportunities * Strong customer service/advocacy skills * Strong organizational and time management skills * Strong PC skills. Ability to quickly learn various computer programs, including Microsoft office * Required to register as a mortgage loan originator with the NMLS prior to being allowed to take mortgage loan applications, negotiate or extend terms of a mortgage or other loan secured by a residence. PREFERRED QUALIFICATIONS: * Prior Retail banking experience * Life and Health Licenses to support investment program WORKING CONDITIONS: Retail Banking Branch Areas Work is mainly performed under general office conditions in a retail-banking establishment. Willing and able to work required overtime. Willing and able to travel to other locations/branches. Must be flexible and demonstrate the ability to adapt to new job locations and reassignments as directed. * Lifting from 5 to 25 lbs. (Coins) * Prolonged sitting/standing * Occasional bending or stooping (To retrieve coins from individual vault) Work is performed in a normal office environment. Noise levels are usually moderate. May also involve travel to customers and property locations. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $17.90 - $22.36 Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

Job Description American Heritage Credit Union, a $5+ billion credit union is looking for a candidate for our Branch Management Program. This program is designed to prepare individuals for management level positions by giving the candidate the opportunity to learn and grow in the following areas: Exposure to decision-making and leadership styles of managers Exposure to organizational knowledge Development of new skills such as leadership, employee relations, sales & service growth & development, communication skills, conflict management, team building, strategic management, etc. In addition to developing a candidate for this program, the credit union is making a visible commitment to retaining future leaders and maintaining a motivated and effective workplace. DUTIES Thorough knowledge of all credit union products, policies, procedures, and branch services. Professional, well-developed interpersonal skills necessary for supervising staff and servicing credit union members, staff, and clients. Responsible for adhering to and coaching to policies/procedures including, but not limited to, cash management, security, lending, federal regulations, and Human Resources. Ability to coach staff to be highly motivated, well trained, skilled in sales, and proficient in the delivery of Whale done service while maintaining a Cross-Selling environment within the branch. Assist in training employees and providing input for evaluating employee job performance. Develop, maintain, and expand relationships with all levels of the organization and within our existing Workplace Partners (WPP) if applicable. Ability to analyze, identify and interpret member's problems, questions and needs. Provide information on a product/service that will meet or exceed member expectations. QUALIFICATIONS Must have a college degree or be currently enrolled in an accredited university with a minimum of 50 completed credits (*Copies of your current transcripts are required if currently enrolled.) Must have an advanced working knowledge of Microsoft Office applications (Word, Excel, Outlook). Working knowledge of ADP Workforce Now, Symitar and Meridian Link preferred. Must obtain FICEP certification. Must demonstrate exceptional leadership abilities, initiative, engaging personality & an eagerness to motivate self and others. Must be willing to work late nights and Saturdays and be flexible to travel to any branch and/or department within the Credit Union (Center City and Suburbs included.) 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.

American 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 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. 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

American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia! These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience. RESPONSIBILITIES INCLUDE: Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services. Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc. Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs. Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc. Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals. Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary. Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc. Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.). Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement. Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc. Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly. QUALIFICATIONS: Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution. Associate's Degree in Business Administration or a related field or the equivalent experience required. Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.) FICEP certification (to be completed after hire date). 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.

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visibility in the marketplace. The position is considered the more experienced job in the job family. KEY RESPONSIBILITIES: * Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness * Oversees the preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness. * Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment. * Establishes and promotes customer and community relationships; cross sells other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques. * Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control. * Facilitates closing of the loan transactions with strict compliance with approved terms and conditions. MINIMUM QUALIFICATIONS: * 5-10 years related within financial industry * Bachelor's degree in Accounting, Finance or Business Administration Comprehensive loan analysis experience. * Comprehensive loan analysis experience. * Comprehensive financial analysis experience. * Comprehensive knowledge of underwriting techniques. * Proven new business track record. * Strong oral, written and communication and management skills. * Proficient with software programs (Microsoft Word, Excel and Argus). WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations. * Prolonged sitting * Lifting from 5 to 10 lbs. (printer paper, storage boxes) * Occasional bending or overhead lifting (storing files or boxes) * The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $114,100 - $187,500 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Part-Time Member Experience Advisor at our Langhorne 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. EOE M/F/D/V

Job Description American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Fraud Data Analyst. This position will assist the Enterprise Risk and Compliance team in preventing fraud and managing losses to mitigate their effects on the credit union and its members. Provide analytic and project support to the ERM department for the advancement of controls and mitigation of risk by organizing, analyzing, and drawing conclusions from volumes of data to identify fraud trends by leveraging multiple technologies and working across verticals to help design mitigation strategies. Responsibilities Include: Delve into production data to produce, maintain, and curate metrics and reports for the Fraud team to implement strategies to combat fraud. Review system-generated triggers for potentially fraudulent activity on members' accounts as well as credit and debit cards. Perform detailed research and investigation on alerts that are generated for potential fraud schemes. Work closely with variety of cross-functional teams to analyze suspicious activity and provide mitigation recommendations. Build and maintain tools and/or processes to collect and track data and troubleshoot errors. Develop and maintain processes and documentation to ensure best practices for fraud identification, escalation, and mitigation are effectively adhered to and communicated. Develop, maintain, and publish periodic Key Performance Indicators (critical metrics) for the Fraud Program. Leverage data to understand fraudulent behavior, identify trends that indicate elevated risk, and report to appropriate team and management. Use relational database queries and spreadsheets to quickly analyze, manipulate, and visualize small to large datasets to guide fraud and risk policy discussions. Conduct research, work independently, and make complex investigation decisions. Develop strategies for the prevention and/or detection of internal and external fraud. Support development of new fraud tools, processes, and third-party provided services. Work closely with third-party providers to promptly implement, update, and make changes to fraud preventive rules. Interpret data, analyze results using analytics, research methodologies, and statistical techniques. Prepare, analyze, and summarize various weekly, monthly, and periodic operational results for use by various key stakeholders by creating reports, specifications, instructions, and flowcharts. Conduct full lifecycle of analytics projects, including pulling, manipulating, and exporting data from project requirement documentation to design and execution. Respond to fraud alerts by notifying members, restricting cards or other account privileges, and closing accounts. Investigate claims of fraud against the member and credit union by following governing regulations, policies, and procedures when gathering evidence and information. Assist with subpoenas and legal requests and provide timely and accurate evidence to law enforcement agencies. Assist with the processing of fraudulent items by gathering information and presenting documentary evidence in an accurate and timely manner; Work with members to define and eliminate future fraudulent transactions. Assist the ERM team with the timely preparation of Fraudulent Check Crime Reports, Bad Check Reports, and Fraudulent Credit Card Reports. Assist with performing collection activities as needed on suspected or potentially fraudulent accounts; Track losses resulting from fraudulent transactions within the case management system. Assist the ERM team with any investigations requested at the direction of the AVP of Fraud Investigations. At the direction of the AVP of Fraud Investigations, assist branch staff and other departments throughout the credit union with resolving questionable activity on member accounts. Assist with implementing corrective action procedures as necessary to ensure compliance with policies and procedures and to avoid future compliance issues. Participate in establishing and maintaining professional business relationships with regulatory agencies, auditors, appraisers, and business associates including legal and law enforcement. Assist with prompt resolution of complaints, questions, and problems. Maintain awareness of new fraud techniques and security developments for counteracting fraud. Remain informed of trends and developments in loss and fraud issues and loan reviews. QUALIFICATIONS: One to three years of similar or related experience using advanced data mining tools and large datasets, performing statistical analysis, and conducting predictive modeling. Financial institution experience and industry knowledge required. Equivalent to a college degree (BS or BA) preferably in a quantitative field (Finance, Risk, Mathematics or Statistics) or the equivalent combination of education and experience in Fraud Prevention. Experience with analyzing Payment Data, ACH/Wire data, Fraud data, Financial Crime data. Experience in performing trend and detect analysis and building reports. Significant experience with relational databases, scripting languages, and database concepts. Knowledge of risk management and control principles. Working knowledge or the ability to learn and understand credit union products and services. Advanced analytical skills with experience collecting, organizing, analyzing, and disseminating abundant information with accuracy. Problem-solver with a strong analytic mindset, competent in research and problem resolution. Reliable and thorough with a deep commitment to quality and accuracy; Keen eye for details and exceptional analytical, planning, organizational and problem-solving skills. Considerable judgment is required. Must be able to analyze complicated factual situations, apply functional principles and develop solutions. Ability to understand broader business issues, objectively analyze data and information to form a big-picture view of risk. Creativity and ability to be data-driven and aggressive in delivering results required. Self-motivated with proven ability to work independently under minimal supervision, prioritize issues, work within ambiguity, and manage tight deadlines. Must be available for rotating weekend hours Must be available to work in office at the Neshaminy Interplex office. 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

Job Description American 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 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. 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

Job Description American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia! These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience. RESPONSIBILITIES INCLUDE: Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services. Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc. Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs. Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc. Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals. Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary. Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc. Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.). Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement. Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc. Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly. QUALIFICATIONS: Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution. Associate's Degree in Business Administration or a related field or the equivalent experience required. Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.) FICEP certification (to be completed after hire date). 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.

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-Time Member Experience Advisor at our East Norriton 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

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Fraud Data Analyst. This position will assist the Enterprise Risk and Compliance team in preventing fraud and managing losses to mitigate their effects on the credit union and its members. Provide analytic and project support to the ERM department for the advancement of controls and mitigation of risk by organizing, analyzing, and drawing conclusions from volumes of data to identify fraud trends by leveraging multiple technologies and working across verticals to help design mitigation strategies. Responsibilities Include: * Delve into production data to produce, maintain, and curate metrics and reports for the Fraud team to implement strategies to combat fraud. * Review system-generated triggers for potentially fraudulent activity on members' accounts as well as credit and debit cards. * Perform detailed research and investigation on alerts that are generated for potential fraud schemes. * Work closely with variety of cross-functional teams to analyze suspicious activity and provide mitigation recommendations. * Build and maintain tools and\/or processes to collect and track data and troubleshoot errors. * Develop and maintain processes and documentation to ensure best practices for fraud identification, escalation, and mitigation are effectively adhered to and communicated. * Develop, maintain, and publish periodic Key Performance Indicators (critical metrics) for the Fraud Program. * Leverage data to understand fraudulent behavior, identify trends that indicate elevated risk, and report to appropriate team and management. * Use relational database queries and spreadsheets to quickly analyze, manipulate, and visualize small to large datasets to guide fraud and risk policy discussions. * Conduct research, work independently, and make complex investigation decisions. * Develop strategies for the prevention and\/or detection of internal and external fraud. * Support development of new fraud tools, processes, and third-party provided services. * Work closely with third-party providers to promptly implement, update, and make changes to fraud preventive rules. * Interpret data, analyze results using analytics, research methodologies, and statistical techniques. * Prepare, analyze, and summarize various weekly, monthly, and periodic operational results for use by various key stakeholders by creating reports, specifications, instructions, and flowcharts. * Conduct full lifecycle of analytics projects, including pulling, manipulating, and exporting data from project requirement documentation to design and execution. * Respond to fraud alerts by notifying members, restricting cards or other account privileges, and closing accounts. * Investigate claims of fraud against the member and credit union by following governing regulations, policies, and procedures when gathering evidence and information. * Assist with subpoenas and legal requests and provide timely and accurate evidence to law enforcement agencies. * Assist with the processing of fraudulent items by gathering information and presenting documentary evidence in an accurate and timely manner; Work with members to define and eliminate future fraudulent transactions. * Assist the ERM team with the timely preparation of Fraudulent Check Crime Reports, Bad Check Reports, and Fraudulent Credit Card Reports. * Assist with performing collection activities as needed on suspected or potentially fraudulent accounts; Track losses resulting from fraudulent transactions within the case management system. * Assist the ERM team with any investigations requested at the direction of the AVP of Fraud Investigations. * At the direction of the AVP of Fraud Investigations, assist branch staff and other departments throughout the credit union with resolving questionable activity on member accounts. * Assist with implementing corrective action procedures as necessary to ensure compliance with policies and procedures and to avoid future compliance issues. * Participate in establishing and maintaining professional business relationships with regulatory agencies, auditors, appraisers, and business associates including legal and law enforcement. * Assist with prompt resolution of complaints, questions, and problems. * Maintain awareness of new fraud techniques and security developments for counteracting fraud. * Remain informed of trends and developments in loss and fraud issues and loan reviews. QUALIFICATIONS: * One to three years of similar or related experience using advanced data mining tools and large datasets, performing statistical analysis, and conducting predictive modeling. * Financial institution experience and industry knowledge required. * Equivalent to a college degree (BS or BA) preferably in a quantitative field (Finance, Risk, Mathematics or Statistics) or the equivalent combination of education and experience in Fraud Prevention. * Experience with analyzing Payment Data, ACH\/Wire data, Fraud data, Financial Crime data. * Experience in performing trend and detect analysis and building reports. * Significant experience with relational databases, scripting languages, and database concepts. * Knowledge of risk management and control principles. * Working knowledge or the ability to learn and understand credit union products and services. * Advanced analytical skills with experience collecting, organizing, analyzing, and disseminating abundant information with accuracy. * Problem-solver with a strong analytic mindset, competent in research and problem resolution. * Reliable and thorough with a deep commitment to quality and accuracy; Keen eye for details and exceptional analytical, planning, organizational and problem-solving skills. * Considerable judgment is required. Must be able to analyze complicated factual situations, apply functional principles and develop solutions. * Ability to understand broader business issues, objectively analyze data and information to form a big-picture view of risk. * Creativity and ability to be data-driven and aggressive in delivering results required. * Self-motivated with proven ability to work independently under minimal supervision, prioritize issues, work within ambiguity, and manage tight deadlines. * Must be available for rotating weekend hours * Must be available to work in office at the Neshaminy Interplex office. 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","

American 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.

American Heritage Credit Union, a $5 billion financial institution has an immediate opening for a Full-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. 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

American 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.

American 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. Must be flexible and available to work Contact Center hours of operation: 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.