Senior Branch Member Account Specialist - Exeter, PA
About The Position
As a Senior Branch Member Account Specialist, you’ll build meaningful relationships while helping members with accounts, lending needs, everyday banking, and their financial goals. Visions provides training and support to help you grow your banking knowledge and build a career. This is a full-time, 40-hour-per-week role based at the Exeter Branch in Reading, Pennsylvania, with support for nearby branches as needed. The schedule is Monday through Friday with rotating Saturdays. Compensation is $21.00–$25.50 per hour; hiring rates may depend on directly related experience, education, geographic location, or special skills.
Requirements
- High school diploma and 1–3 years of related experience; alternative combinations of education and experience will be considered.
- Ability to obtain a notary license within one year of accepting the role.
- Proficiency with Microsoft Office and standard office technology.
Nice To Haves
- Associate degree preferred.
- Two to four years’ experience in customer service, retail, banking, or the financial services industry.
- Bilingual Spanish proficiency; a bilingual premium is offered to qualified employees who successfully complete the required language proficiency assessment.
Responsibilities
- Build trusted member relationships through thoughtful, personalized service and meaningful financial conversations.
- Open and manage consumer, business, and IRA accounts, and support consumer loan applications, excluding mortgages.
- Listen to members, resolve concerns, and recommend relevant solutions that support their financial goals.
- Support branch operations, including teller and Member Service Representative coverage, while maintaining accuracy and attention to detail.
- Use Spanish-language skills to help members feel understood, supported, and confident in their financial decisions.
- Obtain a notary license within one year; training is provided.
Benefits
- Retirement benefits, including a pension plan and 401(k) with employer match.
- 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 stipend for wellness, caregiving, student loan repayment, tuition reimbursement, and other eligible expenses.
- Employee recognition and career advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
