Senior Branch Member Account Specialist - Washington Twp, NJ
About The Position
As a Senior Branch Member Account Specialist (Sr BMAS), you deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation. Assist members in setting up new business, consumer, and IRA accounts. Resolve account related concerns, provide general credit union information, intake and follow up on consumer loan applications excluding residential mortgage lending. Rotates to perform branch duties to include MSR activities. Act on notary requests. Expand member relationships through offering appropriate products and services.
Requirements
- High school diploma with 1-3 years of related experience.
- Obtain notary license within 1 year of acceptance of role.
- Proficient in the Microsoft Office Suite programs.
- Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
- Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.
Nice To Haves
- Associate degree preferred.
- Two to four years’ experience in customer service, retail, banking or financial services industry.
Responsibilities
- Deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation.
- Assist members in setting up new business, consumer, and IRA accounts.
- Resolve account related concerns, provide general credit union information, intake and follow up on consumer loan applications excluding residential mortgage lending.
- Rotates to perform branch duties to include MSR activities.
- Act on notary requests.
- Expand member relationships through offering appropriate products and services.
Benefits
- Pension Plan
- 401k Plan with company match
- Excellent health benefits
- Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
- Employee recognition program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
