Member Success & Banking Solutions Specialist

Visions Federal Credit Union; Bethlehem (Northampton County); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Pension plan

401(k) with employer match

Excellent health benefits

Flexible PTO

10+ paid holidays

LSA stipend

Job summary

Visions Federal Credit Union is seeking a Service and Sales Representative to build meaningful relationships with members while handling day-to-day branch operations. You will open and manage various accounts, support loan applications including mortgages, and resolve inquiries in a fast-paced float role across Bethlehem and nearby branches.

The position is full-time with standard hours and occasional Saturdays.

Qualifications

• Associate degree required with 1-3 years of experience; 3-5 years will be considered in lieu of a degree.
• Notary license obtained within 1 year of accepting role.
• Proficient in Microsoft Office Suite programs.

Responsibilities

• Build relationships and serve as the first point of contact for members.
• Open and manage consumer, business, and IRA accounts.
• Support loan application intake (including mortgages).
• Resolve account questions and escalations.
• Recommend products aligned to member needs.
• Support branch operations (teller/MSR coverage, transactions, etc.).
• Provide notary and signature guarantee services (training provided).

Skills

Customer service

Communication

Education

Associate degree

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Visions Federal Credit Union is seeking a Service and Sales Representative to build meaningful relationships with members while handling day-to-day branch operations. You will open and manage various accounts, support loan applications including mortgages, and resolve inquiries in a fast-paced float role across Bethlehem and nearby branches.

The position is full-time with standard hours and occasional Saturdays.