Senior Branch Member Account Specialist - Shillington, PA

Visions Federal Credit Union • Cumru Township, PA

64d • $21 - $26 • Onsite

About The Position

We're in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be. Work with us – and be part of something bigger than banking. In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like… 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 ...and more! At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union. If you enjoy helping people, solving problems, and building relationships in your community, this could be a great fit. As a Senior Branch Member Account Specialist, you’ll be a trusted point of contact for members visiting our branch. You’ll help with new accounts, answer questions, resolve concerns, support consumer loan applications, and guide members to products and services that fit their needs. This is a hands-on, people-focused role for someone who is comfortable in a fast-paced branch environment and enjoys making a difference for members every day. This position is based at our Shillington branch at 600 East Lancaster Ave, Shillington, PA, and may also support nearby branches in Muhlenberg, West Lawn, Exeter, and Reading as needed. If you’re looking for a community-based role in the Reading area where you can get to know members and make a local impact, this is a great opportunity. At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

Requirements

• High school diploma or equivalent, plus 1-3 years of experience in customer service, retail, banking, or another people-focused environment.
• Comfortable using Microsoft Office and standard office technology.
• Willingness to obtain a notary license within 1 year of accepting the role.
• Strong communication skills, attention to detail, and a service-first mindset.
• We remain committed to diversity and inclusion and will consider an equivalent combination of education and experience.
• Bilingual in Spanish is required. A passing verbal assessment of language proficiency will be required during the onboarding process.

Nice To Haves

• Associate degree preferred.
• 2-4 years of experience in customer service, retail, banking, financial services, or another role focused on building relationships and solving problems.

Responsibilities

• Welcome members and serve as a go-to resource for account questions, updates, and escalations.
• Open new business, consumer, and IRA accounts while helping members understand their options.
• Resolve account concerns, share general credit union information, and support consumer loan applications (excluding mortgage lending).
• Step in to support branch operations, including member service representative activities, as needed.
• Provide notary support after obtaining your notary license.
• Build strong member relationships by identifying helpful products and services based on individual needs.

Benefits

• Pension Plan
• 401k Plan with company match
• Excellent health benefits
• Flexible Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED