Member Relationship Advisor II - Onboarding & Growth

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

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.