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Senior Branch Member Account Specialist - Muhlenberg, PA

Visions Federal Credit Union

Temple, Pennsylvania

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JOB DETAILS
SKILLS
Banking Services, Consumer Loans, Copying Machines, Credit Union, Customer Escalations, Customer Experience, Customer Support/Service, Diversity, Establish Priorities, Fax Machines, Financial Services, High School Diploma, Microsoft Office, Mortgage Lending, Multilingual, Office Equipment, Onboarding, Photocopy, Problem Solving Skills, Residential Mortgages, Retail Banking, Sales Support, Service Delivery, Spanish Language, Student Loans, Team Player, Training/Teaching, Tuition Reimbursement
LOCATION
Temple, Pennsylvania
POSTED
8 days ago

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 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. We provide full comprehensive training for the operational aspects of the role.

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:$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:

  • On‑site at our Muhlenberg Branch - located at 4245 N. 5th St. Hwy in Temple, PA.

What You'll Do:

  • 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.

What success looks like:

  • Members leave every interaction feeling confident, supported, and valued—knowing their needs were fully understood and resolved accurately the first time
  • Builds strong, ongoing relationships with members and actively identifies opportunities to deepen those relationships through relevant products and services
  • Contributes to branch growth by supporting sales and service goals, bringing energy and ownership to helping the team achieve strong, consistent results
  • Serves as a reliable, positive presence on the team—fostering collaboration, supporting peers, and helping create a culture that is solution-oriented and encouraging
  • Demonstrates initiative and accountability by proactively following up, resolving complex issues, and stepping in where needed to ensure a seamless branch and member experience

Minimum Qualifications:

  • 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 as well as with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
  • Prioritizes teamwork and accountability, consistently supporting peers and contributing to a high-performing, unified team
  • Demonstrates a strong sense of ownership and drive—takes initiative to support branch goals and actively contributes to overall performance
  • Brings a positive, solutions-oriented mindset that helps foster a collaborative and encouraging team environment
  • Builds strong relationships quickly and naturally, with a genuine passion for engaging members and the community
  • 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:

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

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

Learn More!

Click a link to learn about:

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

TalentTeam@visionsfcu.org

.

About the Company

V

Visions Federal Credit Union

Visions Federal Credit Union, $3.4 billion in assets, Headquartered in Endwell, NY is a not-for-profit financial institution, completely owned by its members. Founded in 1966, our roots are rich with IBM history. Our footprint has expanded through the years to include offices in communities throughout New Jersey, New York, and Pennsylvania. Visions is a strong, stable credit union offering a wide variety of quality financial services. Think of us as more than your financial institution. We're your trusted partner and we want to help you succeed. It is our intent to offer the products and services which will make your life easier - today, tomorrow, and always. We provide you with a safe place for your money to grow; your first car loan; funds to start a new business; a mortgage for the house of your dreams - and more! Our staff, managers, directors, and supervisory committee are dedicated to providing you the best member service at every interaction. We believe in "people helping people" and your business is important to us and greatly appreciated.

COMPANY SIZE
100 to 499 employees
INDUSTRY
Financial Services
FOUNDED
1966
WEBSITE
https://www.visionsfcu.org/