Member Relationship Advisor I

FRANKLIN MINT GROUP; Phoenixville (Chester County); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental and Vision plans

401K with employer contribution and 2x

Paid Time Off

Tuition Reimbursement

Training and Development Programs

Job summary

Franklin Mint Credit Union in Phoenixville, PA is seeking a Customer Service Representative to support branch operations, assist members with transactions, and promote credit union products and services. The role involves cross-selling, handling inquiries, and contributing to community engagement.

Candidates should have a High School Diploma or GED and at least 2 years of retail experience, with strong interpersonal and communication skills for excellent member service.

Qualifications

• High School Diploma or GED required.
• 2 years demonstrated ability to succeed in 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.
• Acts in-branch greeter program to ensure positive member experiences and supports adoption of member-facing technologies such as ITMs and digital services.
• Cross-sells credit union products to meet members' financial needs and offers appropriate services.
• Balances daily transactions and verifies cash totals; investigates and resolves discrepancies.

Skills

Customer service

Interpersonal skills

Sales negotiation

Communication

Multitasking

Detail oriented

Problem solving

Team player

Education

High School Diploma or GED

Job description

Job Details

Job Location: Phoenixville Branch - Phoenixville, PA 19460
Position Type: Full Time
Education Level: High School
Salary Range: $19.01 - $25.73 Hourly

Summary

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. 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, scheduling and lobby tracking systems, 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.
• Under the direction of management, 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.
• Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Credit Union and its members.

Qualifications

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

Other Qualifications

Strong demonstrated abilities required:

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

Also required:

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

Physical Requirements

• Ability to sit for extended periods; occasional standing
• Frequent use of hands/fingers for typing and operating standard office equipment
• Ability to hear and speak clearly
• Visual acuity to read computer screens and written documents
• Minimal physical exertion; occasional walking

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.

What we offer to our team members:

• A 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.

Offered pay rate

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.