Member Service Representative - Cortland, NY

WHO WE ARE
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. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

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

In exchange for your time and talents, we offer generous benefits, including:

• 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
  ...and more!

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.

ABOUT THE POSITION

Title of Position: Member Service Representative

Position Overview:

As a Member Service Representative (MSR), you'll be at the heart of the member experience. As one of the first people our members interact with, you'll build relationships, process transactions accurately, answer questions, and help members find financial solutions that support their goals.

Whether you're helping a member complete a transaction, resolving a concern, or connecting them with additional products and services, you'll play an important role in creating positive experiences and strengthening member relationships.

This role is ideal for someone who enjoys working with people, providing exceptional service, and making a difference in members' financial lives every day.

Position Type: Full-Time. Regular shifts include Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:30AM - 12:30PM. 

Compensation Range: $18.00/hr. - $ 20.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills* 

Location: Position is on-site at our Cortland, NY branch at 141 Clinton Ave. Cortland, NY 13045 

What you’ll do in this role:

• 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

What success looks like:

• 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

WHAT WE'RE LOOKING FOR

Minimum Qualifications:

• 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

Preferred Qualifications:

• Associate degree preferred
• Previous 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.

MISSION AND VALUES

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

LEARN MORE 

Click a link to learn about: 

• Visions FCU
• Employee benefits
• Employee culture
• Community giveback

If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at TalentTeam@visionsfcu.org. 

Salary : $18 - $20