Member Relationship Advisor II

FRANKLIN MINT GROUP; Springfield Township (Delaware County); On-site; USD 44,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental and Vision plans

401K with employer contribution and*

Paid Time Off

Tuition Reimbursement

Job summary

FMFCU/SFN, Springfield Branch in Springfield, PA, is hiring for a Full Time Member Service Specialist. You will onboard new members, service existing accounts, and actively cross-sell credit union products to meet branch goals.

Responsibilities include processing loans, opening memberships, and supporting daily cash handling while maintaining confidentiality and compliance with BSA/OFAC and internal controls.

Qualifications

• Requires high school diploma or GED; two years of college preferred.
• Two+ years related financial services experience required.
• Hands-on with member onboarding and relationship servicing.

Responsibilities

• Evaluates needs of new and existing members and offers appropriate financial products and services.
• Expands member relationships through active selling of credit union products to meet goals.
• Opens and closes new memberships, including IRA, Trust, and Estate.
• Processes loans with accuracy and efficiency.
• Supports branch settlement of cash and negotiable instruments.
• Ensures compliance with BSA/OFAC and audit standards.

Skills

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

Travel Flexibility

Education

High School Diploma/GED

Two years of college preferred

2+ years financial services experience

Tools

Microsoft Office

Job description

Job DetailsJob Location: Springfield Branch - Springfield, PA 19064Position Type: Full TimeEducation Level: High SchoolSalary Range: $21.39 - $28.93 HourlySummary

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 such as Interactive Teller Machines, scheduling and lobby tracking systems, and digital services.
• 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.
• 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.
• 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.
• Maintains established member authentication, quality control, and audit standards.
• 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.

QualificationsEducation/Experience

• High School Diploma/GED required
• 2 years of college preferred.
• Plus a 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

• Ability to sit or stand for extended periods
• Frequent use of hands/fingers for typing, operating standard office equipment, and cash handling
• Ability to hear and speak clearly
• Visual acuity to read computer screens and written documents
• Occasional lifting of objects up to 15 pounds
• 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 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.