- At least one year of experience in a call center of a credit union or financial institution preferred.
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- Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
- Full time position
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Concierge Specialist - Philadelphia, United States - American Heritage Credit Union
Description
American Heritage Credit Union, a $4.8+ 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.
This position provides information for the credit union and its services to the memberships via phone and other forms of correspondence.
DUTIES
Concierge Specialist will engage new American Heritage members through needs based consultative selling in a contact center environment. This position will contact new members through outbound calling on Xpress Accounts and Relationship Management lists which will also lead to establishing and maintaining relationship through the RM Program. Educate and engage members on AMHCUs products and services. Through needs based questions, the Concierge Representatives will determine and recommend products and services that best fit the member's needs, resulting in cross selling effectiveness. This position will aid in the technical and functional setup and initial member usage of the product. The results will be deeper penetration, wallet share of online teller, mobile, e-deposit, bill pay and loan products. Qualify the member for an expanded relationship with the credit union and, if appropriate, set up an appointment for a follow up call.
QUALIFICATIONS
EDUCATION
Associate's Degree in Business Administration or a related field or the equivalent experience preferred.
WORK HOURS
