Member Relationship Advisor I

FRANKLIN MINT GROUP; Glen Mills (Delaware County); On-site; USD 26,188 - 35,445; Full time

Benefits offered by this job

Competitive salary

Team-based incentives and performance bonuses

Generous paid time off

Medical, dental, and vision plans

401K with employer contribution and match

Paid family leave

Tuition reimbursement

Employee assistance programs

Pet insurance

Job summary

FRANKLIN MINT GROUP seeks a full-time position at their Glen Mills Branch. You will contribute to generating new accounts and maintaining relationships with existing members, ensuring their financial needs are met.

Qualified candidates will hold a High School Diploma and have at least two years of retail experience. This role involves processing transactions, community engagement, and cross-selling products.

Various benefits, including competitive salary and paid time off, are offered.

Qualifications

• High School Diploma or GED required.
• 2 years demonstrated ability to succeed in a retail environment required.

Responsibilities

• Contributes to generation of new business to assist in reaching established production and profitability goals.
• Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Processes member transactions accurately and efficiently.
• Responds to member inquiries and requests.
• Cross-sells credit union products and services to members.
• Examines documents for endorsement and negotiability.
• Balances daily transactions and verifies cash totals.
• Opens and closes basic savings and checking accounts.
• Participates in and supports branch and community events.

Skills

Customer / Member Service

Interpersonal / Team Player

Presentation Skills

Motivated / Works Independently

Sales / Negotiation Skills

Organizational Skills

Detail Oriented

Verbal / Written Skills

Prioritizes / Multi-task

Education

High School Diploma or GED

Job description

Job Location: Glen Mills Branch - Glen Mills, PA 19342. Position Type: Full Time. Education Level: High School. Salary Range: $19.01 - $25.73 Hourly.

Contributes to the generation of new accounts and provides ongoing relationship servicing with current members. Cross sells credit union products and services to assist members in meeting their financial needs and maintains a basic understanding of all credit union products and services with the ability to identify and offer additional referral opportunities.

Key Responsibilities

• Contributes to generation of new business to assist in reaching established production and profitability goals.
• Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Processes member transactions accurately and efficiently.
• Responds to member inquiries and requests.
• Actively participates in the in‑branch greeter program to ensure positive member experiences and support adoption of member‑facing technologies such as Interactive Teller Machines and digital services.
• Cross‑sells credit union products and services to members to assist in meeting their financial needs; evaluates needs of potential members and offers appropriate financial products and services.
• Examines documents for endorsement and negotiability, detects and assures resolution to discrepancies promptly.
• Balances daily transactions and verifies cash totals; investigates and resolves out‑of‑balance conditions; performs accurate and timely file maintenance on member accounts.
• Opens and closes basic savings and checking accounts for existing members.
• Maintains established member authentication, quality control, and audit standards.
• Supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch.
• Participates in and supports branch and community events.
• Travels to other branch locations on occasion.
• Adheres to operational controls, including compliance with all required regulations and policies such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).

Education / Experience

High School Diploma or GED required. 2 years demonstrated ability to succeed in a retail environment required.

Job Skills

• Customer / Member Service
• Interpersonal / Team Player
• Presentation Skills
• Motivated / Works Independently
• Sales / Negotiation Skills
• Organizational Skills
• Detail Oriented
• Verbal / Written Skills
• Prioritizes / Multi‑task

Additional Requirements

• Ability to work a flexible schedule.
• Ability to travel occasionally.
• Must maintain confidentiality.

Physical Requirements

The employee is regularly required to talk, hear, sit, stand, walk, bend, kneel, stoop, crouch, and may occasionally lift and/or move items over 15 pounds. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Other Duties

This job description is not intended to be an all‑inclusive list of responsibilities required for this job. Responsibilities may be assigned or changed at any time.

Benefits

• Competitive salary
• Team‑based incentives and performance bonus opportunities
• Referral incentive opportunities
• Generous paid time off
• Medical, dental and vision plans
• Health savings account with employer contribution
• Flexible spending accounts
• 401K with employer contribution and match
• Employer‑paid life insurance/AD&D
• Supplemental insurance plan options
• Employer‑paid short and long term disability programs
• Paid family leave
• Tuition reimbursement
• Training and development programs
• Paid holidays
• Paid volunteer time off
• Employee assistance programs
• Pet insurance

Equal Employment Opportunity

FMFCU/SFN is an equal opportunity employer and prohibits discrimination against any applicant or employee based on any legally‑recognized basis, including, but not limited to: race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age (40 and over), national origin or ancestry, physical or mental disability, genetic information, veteran status, uniformed service member status or any other status protected by federal, state or local law.

Pay

The offered pay rate for this position typically aligns with the minimum to midpoint of the salary range and varies based on factors such as qualifications and experience, budget, and internal alignment.