Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this Service and Sales Representative - Endicott, NY role.

Rezi rewrites your resume against Visions Federal Credit Union's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Service and Sales Representative - Endicott, NY posting at Visions Federal Credit Union — free, in seconds.

About the Role

As a Service & Sales Representative at the McKinley branch in Endicott, NY, you will assist individuals and families with daily banking needs, account solutions, loan application intake, and financial wellness discussions. This role is ideal for candidates with experience in banking, retail sales, customer service, hospitality, or call center support seeking to advance their financial services career and make a local impact.

Responsibilities

Build trusted relationships with members by listening, asking thoughtful questions, and identifying financial solutions that fit their needs.
Open and maintain consumer, business, and IRA accounts while ensuring accuracy, confidentiality, and compliance with credit union policies.
Support loan application intake, including consumer lending and mortgage-related needs, by gathering information and connecting members with the right resources.
Process and support branch transactions, account servicing, and member requests with strong attention to detail and follow-through.
Have consultative conversations that help members understand products and services that may support their goals, from everyday banking to long-term financial needs.
Support daily branch operations, including teller/MSR coverage, member traffic flow, and operational tasks that help the team deliver consistent service.
Provide notary and signature guarantee services once trained and licensed, helping members access convenient support at the branch.
Collaborate with branch partners, insurance, investment, and mortgage resources to connect members with broader financial support when appropriate.

Requirements

Associate degree required with 1-3 years of related experience; 3-5 years of relevant experience may be considered in lieu of a degree.
Experience in banking, financial services, retail sales, customer service, hospitality, call center support, or another member/customer-facing environment.
Strong communication skills with the ability to build rapport, ask questions, explain information clearly, and identify member needs.
Comfortable balancing service and sales conversations in a professional, needs-based manner.
Strong attention to detail and ability to handle account information, transactions, and documentation accurately.
Ability to learn financial products, systems, and procedures in a fast-paced branch environment.
Obtain notary license within 1 year of acceptance of role.
Proficient in Microsoft Office Suite programs and standard office equipment.
Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.
Bachelor’s degree preferred.
3-5 years’ experience in customer service, retail, banking, lending, financial services, or consultative sales.
Prior experience opening accounts, handling cash or financial transactions, resolving customer concerns, or working toward sales/service goals is helpful.
Bilingual communication skills are a plus and may help support the diverse needs of members in the community.
Bilingual proficiency - A passing verbal assessment of language proficiency will be required during onboarding process.
Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

Skills

Communication skills
Microsoft Office Suite proficiency
Bilingual communication skills

Location

Endicott, NY

Work Type

Full-Time
On-site

Experience Level

1-3 years of related experience
3-5 years of relevant experience

Education Level

Associate degree
Bachelor's degree

Salary/Compensations

$23.00/hr. - $27.00/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.
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.
Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.