Senior Branch Member Account Specialist Exeter, PA

WHO WE ARE

Were 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 youll 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) youll build meaningful relationships while helping members with accounts lending needs everyday banking and their financial goals. Whether youre bringing experience from customer service retail hospitality or financial services well 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 Youll Do and How Youll 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 Youll 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 WERE 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

LEARN MORE

Learn more about: Visions FCU Employee benefits Employee culture Community giveback

Questions Contact the Talent Team at View phone number on drjobpro.com or .

Required Experience:

Senior IC