Senior Branch Member Account Specialist - Exeter, PA

Visions Federal Credit Union; Reading (Berks County); Sur place; USD 29 000 - 35 000; Plein temps

Avantages offerts par ce poste

Retirement benefits

Medical coverage

PTO / VTO / WTO

Holidays

Lifestyle stipend

Career growth

Résumé du poste

Visions Federal Credit Union in Reading, PA, seeks a Senior Branch Member Account Specialist to open and manage consumer, business, and IRA accounts, and support loan applications. You will provide personalized financial guidance and engage with members, including Spanish-speaking clients, in a full-time role at the Exeter/Reading area branches.

You will receive training and growth opportunities in a relationship-focused environment, with notary licensing support within a year and a path toward

Qualifications

• High school diploma and 1-3 years of related experience.
• Proficiency with Microsoft Office and standard office technology.

Responsabilités

• Build trusted member relationships through personalized service and meaningful financial conversations.
• Open and manage consumer, business, and IRA accounts, and support consumer loan applications.
• Listen to members, resolve concerns, and recommend relevant solutions.
• Support branch operations, including teller and MSP coverage, with accuracy and detail.
• Learn and grow in a supportive branch environment with hands-on training and more member interactions.
• Utilize Spanish-language skills to help members feel understood and confident in their decisions.
• Obtain a notary license within one year; training is provided.

Connaissances

Bilingual Spanish

Formation

High school diploma or equivalent

Associate degree preferred

Outils

Microsoft Office

Description du poste

WHO WE ARE

We're in the business of people helping people. At Visions, our mission is to MAKE VISIONS MATTER by providing value to our members, opportunities to our employees, and a positive impact in our communities. Guided by Integrity, Community, Service, and Trust, you'll help members move toward their financial goals while being part of something bigger than banking.

Why join Visions:

• Retirement benefits, including a pension plan and 401(k) with employer match
• Medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account stipend for wellness, caregiving, student loan repayment, tuition reimbursement, and other eligible expenses
• Employee recognition and career advancement opportunities

ABOUT THE POSITION

Position Title: Senior Branch Member Account Specialist

Position Overview: As a Senior Branch Member Account Specialist (Sr BMAS), you'll build meaningful relationships while helping members with accounts, lending needs, everyday banking, and their financial goals. Whether you're bringing experience from customer service, retail, hospitality, or financial services, we'll provide the training and support you need to grow your banking knowledge and build a rewarding career with Visions.

Position Type: Full-Time. 40 hours per week, Monday through Friday, with rotating Saturdays.

Compensation Range: $21.00/hr. - $25.50/hr. *Hiring rates may depend on directly related experience, education, geographic location, or special skills.*

Location: Exeter Branch, 4655 Perkiomen Ave, Reading, PA. This role may also support nearby branches in Muhlenberg, Shillington, West Lawn, and Reading as needed.

What You'll Do and How You'll Succeed:

• Build trusted member relationships through thoughtful, personalized service and meaningful financial conversations.
• Open and manage consumer, business, and IRA accounts, and support consumer loan applications, excluding mortgages.
• Listen to members, resolve concerns, and recommend relevant solutions that support their financial goals.
• Support branch operations, including teller and Member Service Representative coverage, while maintaining accuracy and attention to detail.
• Learn and grow in a supportive branch environment that allows for hands-on training and more one-on-one member interactions.
• Use your Spanish-language skills to help members feel understood, supported, and confident in their financial decisions.
• Obtain a notary license within one year; training is provided.

Why You'll Love Working at Exeter:

• Relationship-focused branch environment with opportunities for personalized member interactions.
• Supportive setting to build confidence and develop banking expertise.
• Convenient in-store and shopping plaza location with nearby meal and break options.
• Opportunity to connect with members and the greater Reading community.

WHAT WE'RE LOOKING FOR

Minimum Qualifications:

• High school diploma and 1-3 years of related experience; alternative combinations of education and experience will be considered.
• Ability to obtain a notary license within one year of accepting the role.
• Proficiency with Microsoft Office and standard office technology.

Preferred Qualifications:

• Associate degree preferred.
• Two to four years' experience in customer service, retail, banking or financial services industry.
• Bilingual Spanish proficiency - *A bilingual premium is offered to qualified employees who successfully complete the required language proficiency assessment.*

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

We make Visions matter. You can, too. #ClaimYourSeat

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.