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About the Role

As a Senior Branch Member Account Specialist, you will play a key role in delivering an exceptional member experience by building meaningful relationships and providing personalized financial support. You will be a trusted partner helping members navigate important financial decisions, from opening accounts to accessing lending solutions and improving their overall financial wellness. Comprehensive training is provided for success in operational processes and member service excellence. 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 Endicott 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

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, PCs, etc.
Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience
Associate degree preferred
Two to four years’ experience in customer service, retail, banking or financial services industry
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.

Skills

Microsoft Office Suite
Standard office equipment operation
Clear communication
Building trust
Long-term relationship building
Consultative conversations

Location

Horseheads, NY

Work Type

Full-Time
On-site

Experience Level

1-3 years of related experience
Two to four years’ experience in customer service, retail, banking or financial services industry

Education Level

High school diploma
Associate degree preferred

Salary/Compensations

$21.00/hr. - $23.00/hr.

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

About the Company

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.
Work with us – and be part of something bigger than banking.
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

Equal Opportunity

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