Senior Branch Member Account Specialist - Shillington, PA

About Us

We're in the business of people helping people and you can help us change lives just by working here. 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. After all, you make us awesome, so we take care of you with things like...

• Pension Plan, 401k Plan with company match
• Excellent health benefits
• 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, or personal expenses such student loans 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, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Senior Branch Member Account Specialist

Position Overview: As a Senior Branch Member Account Specialist (Sr BMAS), 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 follow up on consumer loan applications excluding residential mortgage lending. Rotates to perform branch duties to include MSR activities. Act on notary requests. Expand member relationships through offering appropriate products and services.

Position Type: Full-Time. Typical shifts include Monday through Friday 8:30AM to 5:30PM, with rotating Saturday shifts 8:45AM to 12:30PM.

Compensation Range: $21.00/hr. - $25.50/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 Shillington, PA Branch located 600 East Lancaster Ave, Shillington, PA. Position may provide coverage to our other Branches, located in Muhlenberg, West Lawn, Exeter and Reading.

Responsibilities/Duties:

• 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 follow up on consumer loan applications excluding residential mortgage lending.
• Rotates to perform branch duties to include MSR activities.
• Act on notary requests.
• Expand member relationships through offering appropriate products and services.

Minimum Qualifications & Experience:

• High school diploma with 1-3 years of related experience.
• 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.
• Bilingual in Spanish Required *A passing verbal assessment of language proficiency will be required during onboarding process.*

Preferred Qualifications & Experience:

• Associate degree preferred.
• Two to four years' experience in customer service, retail, banking or financial services industry.

We Make Visions Matter. You can, too. #ClaimYourSeat