Member Relationship Advisor I

Franklin-Mint-Federal-Credit-Union-1; Ridley Township (PA); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Team Based Incentives and Performance

Paid Time Off

Medical, Dental and Vision plans

401K with employer contribution and 1:

Job summary

Franklin Mint Federal Credit Union is seeking an engaged Member Services role to grow new accounts and service current members. You will cross-sell products, respond to inquiries, and ensure accurate cash handling and transaction processing.

The role emphasizes customer focus, reliability, and the ability to work a flexible schedule while supporting branch initiatives and community events.

Qualifications

• High School Diploma or GED required.
• 2 years demonstrated ability to succeed in retail environment.
• Strong customer/member service, interpersonal, and presentation skills.
• Sales/Negotiation, organizational, detail oriented, verbal/written skills.
• Ability to work a flexible schedule and travel occasionally.

Responsibilities

• Contributes to generation of new business to reach goals.
• Provides ongoing relationship servicing with current members.
• Processes member transactions accurately and responds to inquiries.
• Cross-sells credit union products and services.
• Maintains branch operations including cash handling and ITMs; supports events.

Skills

Customer Service

Sales Skills

Interpersonal Skills

Communication

Detail Oriented

Multi-tasking

Verbal/Written Skills

Education

High School Diploma or GED

Job description

SummaryContributes 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 ResponsibilitiesContributes 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.Education/ExperienceHigh School Diploma or GED required.2 years demonstrated ability to succeed in retail environment required.Other QualificationsStrong demonstrated abilities required:Customer/Member ServiceInterpersonal/Team PlayerPresentation SkillsMotivated/Works IndependentlySales/Negotiation SkillsOrganizational SkillsDetail OrientedVerbal/Written SkillsPrioritize/Multi-taskAlso required:Ability to work a flexible scheduleAbility to travel occasionallyMust maintain confidentialityPhysical RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Ability to sit for extended periods; occasional standingFrequent use of hands/fingers for typing and operating standard office equipmentAbility to hear and speak clearlyVisual acuity to read computer screens and written documentsMinimal physical exertion; occasional walkingOther DutiesThis 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 salaryTeam Based Incentives and Performance Bonus OpportunitiesReferral Incentive OpportunitiesGenerous Paid Time OffMedical, Dental and Vision plansHealth Savings Account with employer contributionFlexible Spending Accounts401K with employer contribution and matchEmployer paid life insurance/AD&DSupplemental insurance plan optionsEmployer paid Short and Long term disability programsPaid Family LeaveTuition ReimbursementTraining and Development ProgramsPaid HolidaysPaid Volunteer Time OffEmployee Assistance ProgramsPet InsuranceEqual Employment OpportunityFMFCU/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 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.