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, and 401k matching contributions
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• More than ten paid holidays per year
• Wellness program
• Tuition reimbursement
• Student loan repayment
• Employee recognition program
• Educational incentives
  ...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 Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:45AM - 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 Branch which is located inside the Giant Food Market at 600 East Lancaster Avenue in Shillington, and will provide coverage to our local Reading Branches as needed.

Responsibilities/Duties:

• Prioritize member demands while providing impeccable member service. Greet members warmly, address inquiries. Resolve and follow up on member concerns promptly and courteously.
• Guide members to specialized team members for further assistance or final resolutions as needed.
• Uphold understanding of all offered products and services. Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations.
• Engage in constructive conversations with members to expand member accounts and experiences with the credit union.
• Conduct cash handling and transaction processing accurately, adhere to established procedures and regulatory guidelines.
• Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access.
• Obtain notary license within timeframe established to assist with requests.
• Provides departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization's values.

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.

Preferred Qualifications & Experience:

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

We're more than banking. You can be, too. #ClaimYourSeat