Member Growth & Onboarding Specialist

FRANKLIN MINT GROUP; Sharon Hill (Delaware County); On-site; USD 59,945,000 - 81,062,000; Full time

Benefits offered by this job

Competitive salary

Medical, Dental and Vision plans

401K with employer contribution and 
D

Paid Time Off

Employee Assistance Programs

Job summary

FRANKLIN MINT GROUP is seeking a full-time Branch Member Services Associate in Sharon Hill, PA to onboard new members and service existing accounts. You will learn and promote credit union products, including loans, while maintaining high service standards.

The role involves daily member interactions, cross-selling financial solutions, and adherence to BSA/OFAC regulations with confidentiality and integrity. Training and team support are provided.

Qualifications

• High School Diploma or GED required.
• 2 years of college preferred.
• Minimum 2 years of related financial services experience required.

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 and services to meet branch goals.
• Opens and closes new memberships, including IRA, Trust, and Estate.
• Processes personal and vehicle loans with accuracy and efficiency.
• Responds to member inquiries, balances daily transactions, and resolves discrepancies.

Skills

Customer/Member Service

Interpersonal/Team Player

Sales/Negotiation Skills

Analytical/Problem Solving

Organizational Skills

Detail Oriented

Verbal/Written Skills

Presentation Skills

Motivated/Works Independently

Prioritize/Multi-task

Education

High School Diploma/GED

2 years of college preferred

Tools

Microsoft Office

Job description

FRANKLIN MINT GROUP is seeking a full-time Branch Member Services Associate in Sharon Hill, PA to onboard new members and service existing accounts. You will learn and promote credit union products, including loans, while maintaining high service standards.

The role involves daily member interactions, cross-selling financial solutions, and adherence to BSA/OFAC regulations with confidentiality and integrity. Training and team support are provided.