Member Relationship Advisor II

FRANKLIN MINT GROUP; Eddystone (Delaware County); On-site; USD 29,466 - 39,853; Full time

Benefits offered by this job

Competitive salary

Team-based incentives

Referral incentives

Medical, Dental and Vision

401(k) with employer contribution

Job summary

FMFCU/SFN is seeking a Branch Associate to support onboarding of new members and maintain ongoing relationships with current members. You will cross-sell credit union products and services to meet financial needs, while gaining referrals and promoting a positive member experience.

Key responsibilities include evaluating member needs, assisting with branch goals, and ensuring accurate processing of member transactions in a fast-paced environment.

Qualifications

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

Responsibilities

• Evaluates needs of new and existing members and offers appropriate financial products.
• Expands member relationships through active selling of products to support branch goals.
• Provides ongoing relationship servicing to maintain goodwill and gain additional business.

Education

High School Diploma/GED

2 years of college preferred

Job description

Job Details

Job Location: Eddystone Branch - Eddystone, PA 19022

Position Type: Full Time

Education Level: High School

Salary Range: $21.39 - $28.93 Hourly

Summary

Contributes to the successful onboarding of new members 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 proficient understanding of all credit union products and services including personal and vehicle loans with the ability to identify and offer additional referral opportunities.

Key Responsibilities

• Evaluates needs of new and existing members and offers appropriate financial products and services.
• Assists in meeting Branch goals by expanding member relationships through active selling of credit union products and services in support of production and profitability goals.
• Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business.
• Adheres to the member onboarding program.
• Opens and closes new memberships, including IRA, Trust, and Estate.
• Processes personal and vehicle loans with accuracy and efficiency.
• Actively participates in the in‑branch greeter program to ensure positive member experiences and support adoption of member facing technologies.
• Responds to member inquiries and requests. Balances daily transactions and verifies cash totals. Investigates and resolves out‑of‑balance conditions. Processes member transactions accurately and efficiently.
• Performs accurate and timely file maintenance on member accounts. Examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
• Supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch.
• Demonstrates operational excellence, looks for ways to improve operational efficiency; branch settlement responsibilities; understanding loss prevention procedures. May be required to open and close a branch when necessary.
• Makes and validates member authentication, quality control, and audit standards.
• 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 Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).

Education / Experience

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

Other Qualifications

Strong demonstrated abilities required:

• Customer/Member Service
• Interpersonal/Team Player
• Presentation Skills
• Motivated/Works Independently
• Sales/Negotiation Skills
• Analytical/Problem Solving
• Organizational Skills
• Detail Oriented
• Verbal/Written Skills
• Microsoft Office
• 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.

• 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
• 401(k) 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.

Payment Statement

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.