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About the Role
As a Member Service Representative (MSR), you'll be at the heart of the member experience. You will build relationships, process transactions accurately, answer questions, and help members find financial solutions that support their goals. This role is ideal for someone who enjoys working with people, providing exceptional service, and making a difference in members' financial lives every day.
Responsibilities
- Deliver exceptional service by welcoming members, addressing inquiries, and resolving concerns with professionalism and care
- Process member transactions accurately and efficiently while maintaining compliance with policies and regulatory requirements
- Build relationships with members by identifying needs and recommending products and services that align with their financial goals
- Provide guidance and connect members with specialized team members when additional expertise or services are needed
- Maintain knowledge of Visions products, services, and procedures through ongoing training and development
- Support branch operations through teamwork, flexibility, and a commitment to operational excellence
- Verify member identity and transaction authorization to help protect members and the organization from fraud
Requirements
- High school diploma or equivalent with 1-3 years of related experience
- Proficiency with Microsoft Office applications
- Strong verbal and written communication skills
- Excellent interpersonal, customer service, and relationship-building abilities
- Attention to detail and the ability to manage multiple priorities effectively
- Associate degree preferred
- Previous experience in customer service, retail, banking or financial services industry
- 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 applications
- Verbal communication
- Written communication
- Interpersonal skills
- Customer service
- Relationship-building
- Attention to detail
- Managing multiple priorities
Location
- Cortland, NY
Work Type
- Full-Time
- On-site
Experience Level
- 1-3 years of related experience
Education Level
- High school diploma or equivalent
- Associate degree preferred
Salary/Compensations
- $18.00/hr. - $20.00/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.
- 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.
- 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.