Service and Sales Representative - West Lawn, PA

Visions Federal Credit Union • West Lawn, PA

69d • Onsite

About The Position

As a Service and Sales Representative (SSR), 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 process loan applications including residential mortgage lending. Rotates to perform branch duties to include Member Service Representative activities. Assist Sr Branch Member Account Specialist and Member Service Representative staff with member approvals, questions, or concerns. Act on notary and Signature Guarantee requests. This is a Full-Time position (40 hours/week) with regular shifts including Monday to Friday 8:30 AM - 5:30 PM and rotating Saturday shifts from 8:30 AM - 12:30 PM. The compensation range is $23.00/hr. - $30.00/hr. Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills. The position is on-site at our West Lawn Branch, located inside the Giant Food Market in the Spring Meadow Shopping Center in West Lawn, PA, and will provide coverage to our local Reading Branches as needed.

Requirements

• Associate degree required with 1-3 years of experience; 3-5 years of relevant experience will be considered in lieu of a degree.
• 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.

Nice To Haves

• Bachelor’s degree preferred.
• 3-5 years’ experience in customer service, retail, banking or financial services industry.
• Bilingual proficiency - A passing verbal assessment of language proficiency will be required during onboarding process.

Responsibilities

• Build relationships and serve as the first point of contact for members
• Open and manage consumer, business, and IRA accounts
• Support loan application intake (including mortgages)
• Resolve account questions and escalations
• Recommend products aligned to member needs
• Support branch operations (teller/MSR coverage, transactions, etc.)
• Provide notary and signature guarantee services (training provided)

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: Associate degree