Member Growth & Financial Solutions Advisor II

FRANKLIN MINT GROUP

Springfield Township (Delaware County)

On-site

USD 44,000 - 60,000

Full time

12 days ago
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Benefits offered by this job

Medical, Dental and Vision plans
401K with employer contribution and*
Paid Time Off
Tuition Reimbursement

Job summary

FMFCU/SFN, Springfield Branch in Springfield, PA, is hiring for a Full Time Member Service Specialist. You will onboard new members, service existing accounts, and actively cross-sell credit union products to meet branch goals.

Responsibilities include processing loans, opening memberships, and supporting daily cash handling while maintaining confidentiality and compliance with BSA/OFAC and internal controls.

Qualifications

  • Requires high school diploma or GED; two years of college preferred.
  • Two+ years related financial services experience required.
  • Hands-on with member onboarding and relationship servicing.

Responsibilities

  • Evaluates needs of new and existing members and offers appropriate financial products and services.
  • Expands member relationships through active selling of credit union products to meet goals.
  • Opens and closes new memberships, including IRA, Trust, and Estate.
  • Processes loans with accuracy and efficiency.
  • Supports branch settlement of cash and negotiable instruments.
  • Ensures compliance with BSA/OFAC and audit standards.

Skills

Customer/Member Service
Interpersonal/Team Player
Presentation Skills
Motivated/Works Independently
Sales/Negotiation Skills
Analytical/Problem Solving
Organizational Skills
Detail Oriented
Verbal/Written Skills
Microsoft Office
Prioritize/Multi-task
Travel Flexibility

Education

High School Diploma/GED
Two years of college preferred
2+ years financial services experience

Tools

Microsoft Office

Job description

FMFCU/SFN, Springfield Branch in Springfield, PA, is hiring for a Full Time Member Service Specialist. You will onboard new members, service existing accounts, and actively cross-sell credit union products to meet branch goals.

Responsibilities include processing loans, opening memberships, and supporting daily cash handling while maintaining confidentiality and compliance with BSA/OFAC and internal controls.

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