Branch Review Specialist jobs in Allentown, PA

Why work for Visions?

Flexibility, security, competitive wages, and benefits ranging from medical to retirement – we've got it all. We offer 40-hour (full-time), 30-hour (part-time plus), and part-time positions, along with opportunities for advancement, development, and tuition reimbursement. We're a company that's growing more and more every day – and you can, too.

About Us

We're a community-minded organization with more than 50 years of experience. We serve members across three states, and our culture is one built on giving back. We're more than just money – we're people helping people.

If you want to be part of something greater, something different, and something growing – then come work at Visions.

We're more than banking. You can be, too.  #ClaimYourSeat

Job Position Purpose/Summary: The Senior Branch Member Account Specialist (BMAS) provides exceptional member service by performing transactions and adherence to exceptional service expectations from Trusted Advisor training.  Assist, review, and correct member statements, overdrawn accounts, and related member accounting problems.  Using appropriate equipment and software, obtain member's status, input information, and obtain withdrawal checks.  Assist members in setting up new accounts, balancing of checkbooks, IRA’s, shares, and CD’s.  Process death claims and provide general credit union information; cross-sell products and services. Interview members for consumer loans (not to include any residential mortgage lending), review loan applications, refer applications to Loan Officer pursuant to credit union policies.  Maintain equipment and files necessary to keep accurate records.

Education & Experience: We pride ourselves in our advocacy for education, growth, and opportunity for experience. This position would minimally require a high school education or GED, with preference for a certificate or degree in financial areas or customer service, along with one to two years’ successful experience in customer service, retail, banking, or financial services industry. 

Essential Knowledge, Skills, & Abilities: Due to the nature of this role in dealing with our members on an on-going basis, the position requires (and is not limited to):

• Excellent interpersonal and communication skills (both verbal and written); Efficient time management and organizational skills; Flexibility (able to adapt to changing environment).
• Positively communicate with diverse membership and staff population while providing excellent customer
• Strong computer skills, adherence to confidentiality, detail oriented.
• Must be able to complete all assigned educational courses and Product Certification tests, within required timeframes with passing scores
• Must be adaptable to changes in the work environment, comfortable with multiple competing demands and able to deal with frequent change, delays, or unexpected events in a calm and logical
• All employees must embrace and foster an environment that supports our mission and core
• Perform other job-related duties as needed

Bilingual in Spanish Preferred

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*

Essential Physical Functions: 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Daily requirements may include (but are not limited to):  stand/walk up to 2 hours, sitting for up to 6 hours; lift/carry up to 20 pounds; manual dexterity for working with papers, files, keyboarding, etc.