Service and Sales Representative - West Lawn, PA

Visions Federal Credit Union; Reading (MA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Premium for bilingual proficiency – on

Job summary

Visions Federal Credit Union in West Lawn, PA, is seeking a Service and Sales Representative (SSR) to be the primary contact for members, open consumer, business, and IRA accounts, and assist with loan applications including mortgages.

This full-time, on-site role operates Monday–Friday 8:30AM–5:30PM with rotating Saturdays, at West Lawn inside the Giant Food Market, with coverage to Reading branches as needed.

Qualifications

• Associate degree required; 1–3 years in a similar role, 3–5 years considered in lieu of a degree.
• Notary license must be obtained within 1 year.
• Proficient with Microsoft Office Suite.
• Familiar with standard office equipment.
• Diversity and inclusion commitment.

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

Relationship building

Microsoft Office

Notary license

Communication

Education

Associate degree

Bachelor's degree preferred

Tools

MS Office

Job description

WHO WE ARE

We're in the business of people helping people, and you can help us make an impact on our members' lives and in your community. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits, including:

• Retirement benefits - pension plan, 401(k) with employer match
• Excellent health benefits - 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 (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

ABOUT THE POSITION

Position Title: Service and Sales Representative - West Lawn, PA

Position Overview: As a Service and Sales Representative (SSR), you deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation. Assist members in setting up new business, consumer, and IRA accounts. Resolve account related concerns, provide general credit union information, intake and process loan applications including residential mortgage lending. Rotates to perform branch duties to include Member Service Representative activities. Assist Sr Branch Member Account Specialist and Member Service Representative staff with member approvals, questions, or concerns. Act on notary and Signature Guarantee requests.

Position Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:30AM - 12:30PM.

Compensation Range: $23.00/hr. - $30.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Position is on-site at our West Lawn Branch which is located inside the Giant Food Market in the Spring Meadow Shopping Center in West Lawn, PA, and will provide coverage to our local Reading Branches as needed.

What you'll do in this role:

• 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)

What success looks like:

• Consistently delivers a positive member experience
• Builds trust and long-term relationships with members
• Meets or exceeds individual and team sales goals
• Maintains accuracy and compliance in all transactions
• Demonstrates accountability and strong teamwork
• Collaborates effectively and supports team success

WHAT WE'RE LOOKING FOR

Minimum qualifications:

• Associate degree required with 1-3 years of experience; 3-5 years of relevant experience will be considered in lieu of a degree.
• Obtain notary license within 1 year of acceptance of role.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred qualifications:

• Bachelor's degree preferred.
• 3-5 years' experience in customer service, retail, banking or financial services industry.

Premium offered for:

• Bilingual proficiency - *A passing verbal assessment of language proficiency will be required during onboarding process.*

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.

MISSION AND VALUES

Our mission is to MAKE VISIONS MATTER.

• To our members, we will provide value and relevance.
• To our employees, we will be a premier organization and provide opportunities for career advancement.
• To our community, we will be a leader and provide a positive impact.

At Visions, we're an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.

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

If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at [e-mail].

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.