Member Relationship Specialist

3 days ago


Chadds Ford, Pennsylvania, United States Franklin Mint Federal Credit Union Full time
Key Responsibilities

Contributes to the growth of new business opportunities to support the achievement of established production and profitability goals. Provides ongoing relationship management with current members to maintain goodwill and gain additional business.

Key Activities
  • Processes member transactions accurately and efficiently.
  • Responds to member inquiries and requests.
  • Acts as an in-branch greeter to ensure positive member experiences and support the adoption of member-facing technologies.
  • Cross-sells credit union products and services to members to assist in meeting their financial needs.
  • Evaluates the needs of potential members and offers appropriate financial products and services.
  • Examines documents for endorsement and negotiability, and detects and resolves discrepancies promptly.
  • Balances daily transactions and verifies cash totals, and 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, responsible for the accurate daily settlement of cash boxes, vaults, cash recyclers, ATMs, ITMs, and all negotiable instruments within the branch.
  • Participates in and supports branch and community events.
  • Responsible for adhering to operational controls, including compliance with all required regulations and policies, such as the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC), to ensure the safety and soundness of the Franklin Mint Federal Credit Union and its members.


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