Member Relationship Advisor I

FRANKLIN MINT GROUP; Willistown Township (PA); On-site; USD 25,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Team-based incentives

Paid time off

Job summary

FRANKLIN MINT GROUP in Paoli, PA is seeking a friendly, detail-oriented Member Service/Retail Teller to support daily branch operations. You will handle member transactions, open accounts, cross-sell products, and deliver excellent service in a fast-paced retail credit union environment.

Requirements include a high school diploma or GED and at least 2 years of retail experience. Flexible schedule and occasional travel to other branches may be required.

Qualifications

• High School Diploma or GED required.
• 2 years demonstrated ability to succeed in retail environment.
• Strong customer/member service and communication skills.
• Ability to cross-sell credit union products and services.

Responsibilities

• Contributes to generation of new business to assist in reaching production and profitability goals.
• Processes member transactions accurately and efficiently and responds to inquiries.
• Supports branch greeter program and promotes member-facing digital services.
• Cross-sells products to meet member financial needs and offers referrals.
• Balances daily transactions and maintains accurate file maintenance.

Skills

Customer/Member Service

Sales/Negotiation Skills

Interpersonal/Team Player

Verbal/Written Skills

Organization Skills

Education

High School Diploma or GED

Job description

Job Details

Job DetailsJob Location: Paoli Branch - Paoli, PA 19301Position Type: Full TimeEducation Level: High SchoolSalary Range: $18.59 - $25.16 HourlySummary

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 support 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.

QualificationsEducation/Experience

• 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

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job 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.

What we offer 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 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