Senior Branch Member Account Specialist - Westwood, NJ

Experience Required

1 - 3 years

Minimum Education Required

High School Diploma or Equivalent

Compensation

$15.92 / Hourly

Hours Per Week

40

Number Of Positions

1

Shift

First Shift (Day)

Job Description

Description

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 Role

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 1-3 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.

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:

Visions FCU

Employee benefits

Employee culture

Community giveback

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Place of Work

On-site

Requisition ID

SENIO003623

Job Type

Full Time