About this role
Account Services Representative III at American Heritage Credit Union. Location: Philadelphia, Pennsylvania, United States. Role: managing accounts, processing transactions, engaging members Requirements: 3+ years related experience; deep knowledge of deposit products, electronic services, and specialized account processes; intermediate Microsoft Word/Excel and advanced Better Lobby, Data Verity, Meridian Link (XA), and Symitar skills; strong interviewing and problem-solving. Category: Finance and Accounting Seniority: Mid Level Tools: Better Lobby, Data Verity, Meridian Link (XA), Symitar, Microsoft Word, Microsoft Excel, DocuSign, CRM Commitment: Full Time Workplace: Hybrid Languages: English