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Franklin Mint Federal Credit Union · 5 months ago

Member Relationship Advisor I

Paoli, PA, USA

Full-time

Onsite

Entry Level

$18.59/hr - $25.16/hr

2+ years exp

Franklin Mint Federal Credit Union is seeking a Member Relationship Advisor I to contribute to the generation of new accounts and provide ongoing relationship servicing with current members. The role involves cross-selling credit union products and services, processing member transactions, and ensuring positive member experiences.

BankingCreditFinancial Services

Responsibilities

Contributes to generation of new business to assist in reaching established production and profitability goals

Provides ongoing relationship servicing with current members to maintain goodwill and gain additional business

Processes member transactions accurately and efficiently

Responds to member inquiries and requests

Actively participates in the in-branch greeter program to ensure positive member experiences and support adoption of member facing technologies such as Interactive Teller Machines, scheduling and lobby tracking systems, and digital services

Cross-sells credit union products and services to members to assist in meeting their financial needs

Evaluates needs of potential members and offers appropriate financial products and services

Examines documents for endorsement and negotiability

Detects and assures resolution to discrepancies promptly

Balances daily transactions and verifies cash totals

Investigates and resolves out-of-balance conditions

Performs accurate and timely file maintenance on member accounts

Opens and closes basic savings and checking accounts for existing members

Maintains established member authentication, quality control, and audit standards

Under the direction of management, supports the daily branch settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch

Participates in and supports branch and community events

Travels to other branch locations on occasion

Is responsible for adhering to operational controls, including compliance with all required regulations and policies such as Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) to ensure the safety and soundness of the Franklin Mint Credit Union and its members

Qualification

Customer/Member ServiceSales/Negotiation SkillsInterpersonal SkillsOrganizational SkillsVerbal/Written SkillsPrioritize/Multi-taskMotivated/Works IndependentlyPresentation SkillsDetail Oriented

Required

High School Diploma or GED required

2 years demonstrated ability to succeed in retail environment required

Strong demonstrated abilities required: Customer/Member Service

Strong demonstrated abilities required: Interpersonal/Team Player

Strong demonstrated abilities required: Presentation Skills

Strong demonstrated abilities required: Motivated/Works Independently

Strong demonstrated abilities required: Sales/Negotiation Skills

Strong demonstrated abilities required: Organizational Skills

Strong demonstrated abilities required: Detail Oriented

Strong demonstrated abilities required: Verbal/Written Skills

Strong demonstrated abilities required: Prioritize/Multi-task

Ability to work a flexible schedule

Ability to travel occasionally

Must maintain confidentiality

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk, hear, and sit. This position requires standing, walking, bending, kneeling, stooping, crouching. The employee may occasionally lift and/or move items over 15 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus