Member Growth & Financial Solutions Advisor II

Franklin-Mint-Federal-Credit-Union-1; Havertown (Delaware County); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Paid time off

Health benefits

401K with match

Tuition reimbursement

Job summary

Franklin Mint Credit Union is seeking a Branch Associate to welcome members, open accounts, and process loans with accuracy. You will contribute to branch goals by expanding member relationships through active selling and quality service.

You will respond to member inquiries, balance cash, and ensure compliance with BSA/OFAC. Strong communication, multitasking, and flexibility are required, with occasional travel to other branches.

Qualifications

• Customer service experience preferred.
• Sales/negotiation skills.
• Strong communication and interpersonal skills.
• Analytical/problem solving mindset.
• Organizational and detail orientation.
• Team player with collaborative approach.
• Multitasking and time management abilities.
• Proficiency with Microsoft Office.
• Excellent verbal and written communication.

Responsibilities

• Onboard new members and provide ongoing relationship servicing.
• Cross-sell credit union products and services to meet financial needs.
• Assist in meeting branch goals by expanding member relationships.
• Respond to member inquiries and process transactions accurately.
• Balance daily transactions and verify cash totals; resolve discrepancies.
• Open/close memberships (IRA, Trust, Estate) and process loans with accuracy.
• Support branch settlement of cash boxes, vaults, ATMs, ITMs and negotiables.
• Participate in greeter program and promote member-facing technology.
• Travel to other branches as needed and comply with BSA/OFAC regulations.

Job description

Franklin Mint Credit Union is seeking a Branch Associate to welcome members, open accounts, and process loans with accuracy. You will contribute to branch goals by expanding member relationships through active selling and quality service.

You will respond to member inquiries, balance cash, and ensure compliance with BSA/OFAC. Strong communication, multitasking, and flexibility are required, with occasional travel to other branches.