Member Relationship Advisor II

FRANKLIN MINT GROUP; West Goshen Township (PA); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Performance bonuses

Paid time off

Medical, Dental and Vision plans

Health Savings Account with employer

Job summary

Franklin Mint Credit Union in West Chester, PA is seeking a Member Service Representative to onboard new members and service existing accounts. You will cross-sell credit union products and assist members with personal and vehicle loans, while maintaining strong relationships and ensuring accuracy in transactions.

The role requires a high school diploma or GED, with 2 years of college preferred and at least 2 years in financial services. A flexible schedule and occasional travel may be needed.

Qualifications

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

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 and services to meet production and profitability goals.
• Opens and closes new memberships, including IRA, Trust, and Estate.
• Processes personal and vehicle loans with accuracy and efficiency.
• Supports branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and negotiable instruments.
• Maintains compliance with Bank Secrecy Act (BSA) and OFAC and other regulations.

Skills

Customer 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

Education

High School Diploma/GED

2 years of college

Tools

Microsoft Office

Job description

Job Details

Job Location: West Chester Branch - West Chester, PA 19382 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 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

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 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.