Top 6152 Member services representative Jobs in Pennsylvania

Financial Wellness Administrator
American Heritage Credit Union —Philadelphia, PA
- $56,000 - $70,000 a year
- Urgently hiring
- High school
- Bachelor of Science
- Research
- Health insurance
- Paid time off
Licensed Practical Nurse - Hospice
Advanced Hospice —Monroeville, PA
- $55,000 - $75,000 a year
- Overtime
- Nursing
- RN License
- Mid-level
- Fuel card
- Health insurance
Quick Apply
Material Handler-2nd shift
The Greenbrier Companies —Lewistown, PA
- Full-time
- Forklift
- Driving
- Warehouse experience
Kitchen Attendant - Miller's Smorgasbord Restaurant
Thomas E. Strauss Inc. —Ronks, PA
- Weekends as needed
- 18 years or older
- High school diploma or GED
- Ability to lift 50 pounds
- Referral program
Cook - Miller's Smorgasbord Restaurant
Thomas E. Strauss Inc. —Ronks, PA
- Weekends as needed
- 18 years or older
- High school diploma or GED
- Restaurant
- Referral program
Loan Representative - Full Time
Hidden River Credit Union —Pottsville, PA
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
13d
Registered Nurse - In Center
Dialysis Care Center —Hershey, PA
- Full-time
- CPR Certification
- Nursing
- Microsoft Excel
- Health savings account
- AD&D insurance
Quick Apply
School Occupational Therapist
Archdiocese of Philadelphia - Office of Catholic Education —Philadelphia, PA
- From $60,000 a year
- Online Application
- Background check
- Doctoral degree
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
10d
Loan Sales Representative, Virginia Manor
Dollar Bank —Pittsburgh, PA
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Referral program
Senior Accountant
UA Local Union 420 Steamfitters —Philadelphia, PA
- $35 - $40 an hour
- Full-time
- Background check
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
13d
Licensed Practical Nurse (LPN)
Kinship Health PACE —Chambersburg, PA
- Full-time
- Nursing
- Customer service
- Analysis skills
- Dental insurance
- 401(k)
Quick Apply
Senior Loan Sales Representative, Gibsonia
Dollar Bank —Gibsonia, PA
- Microsoft Excel
- Microsoft Outlook
- Office
- Referral program
11d
Senior Director of Major Gifts & Planned Giving
Gettysburg Foundation —Gettysburg, PA
- $100,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- 5 years
- 403(b) matching
- Health insurance
Quick Apply
9d
Infant/Toddler Teacher
Celebree School of Warrington —Warrington, PA
- $16 - $23 an hour
- Full-time
- Classroom
- CPR Certification
- Management
- Paid time off
- Employee discount
Quick Apply
Physical Therapist, Home Health Visits
BAYADA Home Health Care —Oxford, PA
- $65 - $75 per point
- Part-time
- Physical & Rehabilitation Medicine
- Mid-level
- Home Health
- Mileage reimbursement
- Paid holidays
Quick Apply
CNA Transport Aide
The Communities at Indian Haven —Indiana, PA
- From $17.50 an hour
- Weekends as needed
- Clean driving record
- Skilled nursing facility
- Pass drug screening
- Paid training
- Paid holidays
Quick Apply
Full-Time Instructor Automotive Welding (Philadelphia, PA)
Inter-Industry Conference on Auto Collision Repair —Philadelphia, PA
- $90,000 - $115,000 a year
- Full-time
- ASE Certification
- 5 years
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Part Time Behavioral Health RN-WES Care
WES Health System —Philadelphia, PA
- $46 - $49 an hour
- Part-time
- Spanish
- CPR Certification
- Nursing
Quick Apply
Estimator
RokPower Utilities —Chester Springs, PA
- $90,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Maintenance Technician - Property Management
The Apartment Store —State College, PA
- From $20 an hour
- Weekends as needed
- Office
- Driver's License
- Driving
- Health insurance
- Dental insurance
Quick Apply

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Financial Wellness Administrator

American Heritage Credit Union -
Philadelphia, PA

Apply Now

Job Details

Full-time
$56,000 - $70,000 a year

Benefits

Health insurance
Paid time off
401(k) matching

Qualifications

Vendor relationship building
Serving clients
Financial client presentations
Research
Financial concepts

Full Job Description

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Financial Wellness Administrator.

This role will oversee all financial education programs in the credit union, both internally and externally, including developing educational materials, leading workshops, and providing coaching to members of the community. Build and maintain American Heritage Credit Union's Financial Wellness Program to offer financial literacy services to members, our community, and workplace partners. Work with various departments and areas within the credit union to ensure consistent messaging and programming across all areas. Develop and advise other departments on financial education programs to help them achieve business goals and improve our members' financial health.

RESPONSIBILITIES INCLUDE:

Build, maintain, and administer American Heritage's Financial Wellness Program to offer financial literacy services to members, our community, and workplace partners, as well as work with various departments and areas within the credit union to ensure financial wellness initiatives are meeting our standards across all areas.
Develop and update educational materials including presentations, handouts, and digital content on various financial topics such as budgeting, saving, investing, and debt management.
Lead monthly educational workshops with America's Credit Unions, TruStage, or other subject matter experts. Conduct educational workshops, meetings, classes, and training relating to various financial literacy topics including but not limited to budgeting, debt consolidation, retirement planning, and other financial topics.
Design, develop, and implement comprehensive financial literacy programs tailored to the needs of the organization, workplace partners, and community.
Supervise engaging financial literacy programs for high school students based on State Government's legislations through various programs including but not limited to required school curriculum and Interactive Reality Fairs.
Provide leadership and guidance to staff, volunteers, and board members in alignment with the organization's financial wellness initiatives' values and goals; Supervise staff volunteers during financial wellness event days and have oversite of planning process/training meetings.
Serve as liaison with Workplace Partnership team in the curation or facilitation of financial wellness or product awareness content amplification strategies.
Build and maintain relationships with community organizations, educational institutions, and workplace partners to expand financial outreach and resources.
Collaborate with Marketing on the development of a robust digital financial wellness center aimed at enhancing the financial knowledge and well-being of our organization, workplace partners, and community.
Track performance of financial education initiatives by submitting metric decks and project updates. Provide management with appropriate tracking and reporting of financial wellness efforts.
Ensure all financial education programs and materials comply with relevant regulations and industry standards.
Collaborate with senior management to identify program goals and objectives. Endorse and embrace American Heritage's commitment to our financial wellness initiatives which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement.
Cultivate and manage vendor relationships related to financial education solutions.
Research new partnerships with vendors and software to improve our financial wellness outreach for new technologies and underrepresented demographics.
Promote financial literacy programs through various channels, including newsletters, social media, and internal communications.
Stay current on financial literacy trends, best practices, and regulatory changes to incorporate into program offerings.
Implement feedback and adapt programs to meet evolving needs and challenges.

QUALIFICATIONS:

Three to five years of experience in financial education, program management, or a related field.
Financial services and non-profit experience a plus.
Equivalent to a college degree (BS or BA in a relevant field) in Finance, Education, Business Administration, or a related field.
Must have CCUFC Designation (Financial Counseling Certification Program), or obtain within first year of employment.
Experience in designing and delivering educational programs preferred.
Experience with Eventbrite or other event tracking program preferred.
Professional, well-developed interpersonal skills - written, verbal, presentation - necessary for communicating with and servicing Credit Union members, staff, clients, and vendors while projecting a positive image as a representative for the Credit Union.
Proven ability to explain complex financial concepts in a clear and engaging manner.
Proven ability to conduct small and large group presentations.
Proven ability to develop and manage educational programs and materials.
Passion for improving financial literacy and helping individuals achieve their financial goals.

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

Apply Now

Refine Your Search

member services representative jobs in pennsylvania

Financial Wellness Administrator

Licensed Practical Nurse - Hospice

Material Handler-2nd shift

Kitchen Attendant - Miller's Smorgasbord Restaurant

Cook - Miller's Smorgasbord Restaurant

Loan Representative - Full Time

Registered Nurse - In Center

School Occupational Therapist

Loan Sales Representative, Virginia Manor

Senior Accountant

Licensed Practical Nurse (LPN)

Senior Loan Sales Representative, Gibsonia

Senior Director of Major Gifts & Planned Giving

Infant/Toddler Teacher

Physical Therapist, Home Health Visits

CNA Transport Aide

Full-Time Instructor Automotive Welding (Philadelphia, PA)

Part Time Behavioral Health RN-WES Care

Estimator

Maintenance Technician - Property Management

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