Senior Branch Member Account Specialist - Westwood, NJ

Senior Branch Member Account Specialist

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.

Position Overview: As a Senior Branch Member Account Specialist (Sr. BMAS), you'll be a key relationship-builder and trusted resource for our members. You'll provide exceptional service, help members navigate their financial needs, open and maintain consumer, business, and IRA accounts, and resolve account-related concerns. You'll also support lending activities, perform member service functions, and identify opportunities to connect members with products and services that help them achieve their financial goals. This role is ideal for someone who enjoys building relationships, solving problems, and delivering a member experience that reflects Visions' commitment to service.

Compensation Range: $24.36/hr. - $29.58/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 Westwood, NJ location at 78 Washington Ave. Westwood, NJ

What you'll do in this role:

• Serve as the primary point of contact for member account inquiries, escalations, and financial service needs
• Open and maintain consumer, business, and IRA accounts while ensuring accuracy and compliance
• Assist members with consumer loan applications and follow-up activities throughout the lending process
• Build deeper member relationships by recommending products and services aligned with members' financial goals
• Resolve member concerns promptly and professionally while delivering exceptional member experience
• Perform branch operations, including cash handling, transaction processing, and Member Service Representative activities as needed
• Support fraud prevention and regulatory compliance by accurately verifying member identity and transaction authorization
• Perform notary services and collaborate with branch teammates to support overall branch success

What Success Looks Like:

• Delivering exceptional service that strengthens member satisfaction and loyalty
• Becoming a trusted resource for members by providing accurate information and effective solutions
• Creating meaningful member conversations that uncover needs and expand relationships
• Maintaining accuracy and compliance in account servicing, transactions, and lending activities
• Resolving member concerns efficiently while creating positive service experiences
• Contributing to branch goals through teamwork, adaptability, and a commitment to operational excellence

What We're Looking For:

Minimum qualifications:

• High school diploma or equivalent with 13 years of related experience
• Ability to obtain a Notary Public license within one year of accepting the role
• Proficiency with Microsoft Office applications
• Strong communication, interpersonal, and member service skills
• Ability to manage multiple priorities while maintaining attention to detail

Preferred qualifications:

• Associate degree
• Two to four years of experience in customer service, retail banking, financial services, or a related industry
• Experience opening and servicing consumer deposit accounts
• Experience with consumer lending products and applications
• Cash handling and transaction processing experience
• Bilingual in Spanish preferred

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.

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