DirectJobHub
Jobs · Management · Pennsylvania

Senior Branch Member Account Specialist - Shillington, PA

Visions Federal Credit Union · Shillington, PA · 3 wk ago
On-siteManagement$21/hrFull-time

About Us

We're in the business of people helping people and you can help us change lives just by working here. 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.

About The Role

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 are seeking a bilingual Spanish-speaking professional to help us better serve the diverse communities of Reading, Shillington, West Lawn, Muhlenberg, and surrounding Berks County areas. Your language skills will help members feel understood, supported, and confident in their financial decisions. 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 in the Shillington 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)

What Success Looks Like

  • Enjoys helping people solve problems and reach financial goals
  • Communicating clearly, building trust and long-term relationships with members
  • Staying energized in a fast-paced, member-facing environment
  • Comfortable having consultative conversations—not just transactions

Requirements

  • Bilingual in Spanish is required. A passing verbal assessment of language proficiency will be required during the onboarding process.
  • 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 fax machines.

Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications

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

A passing verbal assessment of language proficiency will be required during the onboarding process for bilingual proficiency premium.

Schedule

Full-time, on-site. Typical shifts include Monday through Friday, 8:30 AM to 5:30 PM, with rotating Saturday shifts from 8:45 AM to 12:30 PM.

Pay

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.

Offering $750 Sign-On Bonus.

Benefits

  • 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

Location

This position is based at our Shillington branch at 600 East Lancaster Ave, Shillington, PA, and may also support nearby branches in Muhlenberg, West Lawn, Exeter, and Reading as needed.

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.

Similar jobs