Member Relationship Advisor II

FRANKLIN MINT GROUP•Kennett Square, PA

3d•$21 - $29•Onsite

About The Position

The Member Relationship Advisor II contributes to the successful onboarding of new members and provides ongoing relationship servicing to current members. The role cross-sells credit union products and services to help members meet their financial needs and maintains a proficient understanding of offerings, including personal and vehicle loans, to identify additional referral opportunities. The position supports branch production and profitability goals through member relationship expansion, accurate transaction and loan processing, account maintenance, and branch settlement activities. It also helps provide positive member experiences by participating in the in-branch greeter program and supporting the use of member-facing technologies and digital services. The role requires compliance with operational controls, applicable regulations, and credit union policies, including BSA and OFAC requirements. The position is based at the Kennett Square Branch in Kennett Square, Pennsylvania. Occasional travel to other branch locations is required, and the employee may be required to open or close a branch when necessary.

Requirements

High school diploma or GED required.
At least 2 years of related financial services industry experience required.
Demonstrated customer/member service abilities.
Demonstrated interpersonal and team-player abilities.
Demonstrated presentation skills.
Motivated and able to work independently.
Demonstrated sales and negotiation skills.
Demonstrated analytical and problem-solving skills.
Demonstrated organizational skills and attention to detail.
Demonstrated verbal and written communication skills.
Microsoft Office skills.
Ability to prioritize and multitask.
Ability to work a flexible schedule.
Ability to travel occasionally.
Must maintain confidentiality.

Nice To Haves

Two years of college preferred.

Responsibilities

Evaluate the needs of new and existing members and offer appropriate financial products and services.
Help meet branch goals by actively selling credit union products and services in support of production and profitability goals.
Provide ongoing relationship servicing to current members to maintain goodwill and gain additional business.
Adhere to the member onboarding program.
Open and close new memberships, including IRA, Trust, and Estate accounts.
Process personal and vehicle loans accurately and efficiently.
Participate in the in-branch greeter program to promote positive member experiences and adoption of Interactive Teller Machines, scheduling and lobby tracking systems, and digital services.
Respond to member inquiries and requests.
Balance daily transactions and verify cash totals; investigate and resolve out-of-balance conditions.
Process member transactions accurately and efficiently.
Perform accurate and timely file maintenance on member accounts.
Examine documents for endorsement and negotiability and promptly detect and resolve discrepancies.
Support daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and negotiable instruments under management direction.
Demonstrate operational excellence, seek ways to improve operational efficiency, support branch settlement responsibilities, and understand loss prevention procedures.
Open and close a branch when necessary.
Maintain established member authentication, quality control, and audit standards.
Participate in and support branch and community events.
Travel to other branch locations on occasion.
Adhere to operational controls and comply with required regulations and policies, including BSA and OFAC, to support the safety and soundness of the credit union and its members.