Concierge Specialist

  • American Heritage Credit Union
  • Philadelphia, Pennsylvania
  • Jan 13, 2021
Full time Concierge, Bell boy and Porters

Job Description

American Heritage Credit Union, a $3 billion+ financial institution, has an immediate opening for a Concierge Specialist in our Contact Center.

This position provides information for the credit union and its services to the memberships via phone and other forms of correspondence.


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.


  • At least one year of experience in a call center of a credit union or financial institution preferred.
  • Work requires knowledge of lending products, deposit products, and interest rates. Knowledge of interviewing skills and telemarketing techniques also required.
  • Work requires intermediate working knowledge of Symitar, Word, Excel. Ability to understand IOS, Android Platforms for set up of mobile applications.
  • Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)


Associate's Degree in Business Administration or a related field or the equivalent experience preferred.


  • Full time position
  • Must be flexible and available to work Monday through Friday from 9:00 a.m. to 6:00 p.m. or 10:00 a.m. to 7:00 p.m.