Senior Branch Member Account Specialist - Muhlenberg, PA
About the role
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 Title: Senior Branch Member Account Specialist
Position Overview: As a Senior Branch Member Account Specialist (Sr BMAS), you’ll play a key role in delivering an exceptional member experience by building meaningful relationships and providing personalized financial support. In this role, you are more than a transactional resource—you are a trusted partner helping members navigate important financial decisions, from opening accounts to accessing lending solutions and improving their overall financial wellness. We provide comprehensive training to ensure your success, including operational processes and member service excellence. Whether your background is in retail, hospitality, or financial services, this role offers the opportunity to grow a long-term career in banking while making a tangible impact on the lives of members throughout the greater Reading, Pennsylvania community.
Responsibilities
- Open and manage consumer, business, and IRA accounts
- Support consumer loan applications (excluding mortgages)
- Resolve complex member concerns and escalations
- Identify opportunities to recommend relevant products and services
- Support branch operations including teller/MSR coverage
- Provide notary services (training provided)
Requirements
- Bilingual Spanish proficiency is required. A bilingual premium is offered to qualified employees who successfully complete the required language proficiency assessment.
- 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