Senior Branch Member Account Specialist - Westwood, NJ

Visions Federal Credit Union • Westwood, NJ

5d • Onsite

About The Position

As a Senior Branch Member Account Specialist (Sr. BMAS), you'll be a key relationship-builder and trusted resource for our members. You'll provide exceptional service, help members navigate their financial needs, open and maintain consumer, business, and IRA accounts, and resolve account-related concerns. You'll also support lending activities, perform member service functions, and identify opportunities to connect members with products and services that help them achieve their financial goals. This role is ideal for someone who enjoys building relationships, solving problems, and delivering a member experience that reflects Visions' commitment to service.

Requirements

• High school diploma or equivalent with 1–3 years of related experience
• Ability to obtain a Notary Public license within one year of accepting the role
• Proficiency with Microsoft Office applications
• Strong communication, interpersonal, and member service skills
• Ability to manage multiple priorities while maintaining attention to detail

Nice To Haves

• Associate degree
• Two to four years of experience in customer service, retail banking, financial services, or a related industry
• Experience opening and servicing consumer deposit accounts
• Experience with consumer lending products and applications
• Cash handling and transaction processing experience
• Bilingual in Spanish preferred

Responsibilities

• Serve as the primary point of contact for member account inquiries, escalations, and financial service needs
• Open and maintain consumer, business, and IRA accounts while ensuring accuracy and compliance
• Assist members with consumer loan applications and follow-up activities throughout the lending process
• Build deeper member relationships by recommending products and services aligned with members' financial goals
• Resolve member concerns promptly and professionally while delivering exceptional member experience
• Perform branch operations, including cash handling, transaction processing, and Member Service Representative activities as needed
• Support fraud prevention and regulatory compliance by accurately verifying member identity and transaction authorization
• Perform notary services and collaborate with branch teammates to support overall branch success

Benefits

• Retirement benefits – pension plan, 401(k) with employer match
• Excellent health benefits – medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program

What This Job Offers

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