What are the responsibilities and job description for the Service and Sales Representative - Apalachin, NY position at Visions Federal Credit Union?
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
Position Overview: As a Service and Sales Representative (SSR), you deliver exceptional service to our members as the primary contact for members regarding the status of their account and any escalation. Assist members in setting up new business, consumer, and IRA accounts. Resolve account related concerns, provide general credit union information, intake and process loan applications including residential mortgage lending. Rotates to perform branch duties to include Member Service Representative activities. Assist Sr Branch Member Account Specialist and Member Service Representative staff with member approvals, questions, or concerns. Act on notary and Signature Guarantee requests.
Position Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:30AM - 12:30PM.
Compensation Range: $23.00/hr. - $30.00/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 Apalachin Branch located at 8836 NY-434, Apalachin, NY .
What You'll Do:
- Prioritize member demands while providing impeccable member service. Greet members warmly, address inquiries. Resolve and follow up on member concerns promptly and courteously.
- Guide members to specialized team members for further assistance or final resolutions as needed.
- Uphold understanding of all offered products and services. Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations.
- Engage in constructive conversations with members to expand member accounts and experiences with the credit union.
- Must be licensed with NMLS & Registry. Must be trained and assist with Medallion Signature Guarantee requests.
- Obtain notary within established timeframe to assist with requests.
- Conduct cash handling and transaction processing accurately, adhere to established procedures and regulatory guidelines.
- Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access.
- Provides departmental back-up coverage as needed.
- Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
- Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
- Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.
What success looks like:
- Consistently delivers a positive member experience
- Builds trust and long-term relationships with members
- Meets or exceeds individual and team sales goals
- Maintains accuracy and compliance in all transactions
- Demonstrates accountability and strong teamwork
- Collaborates effectively and supports team success
Minimum Qualifications:
- High school diploma or equivalent
- Customer service experience (financial services preferred)
- Strong communication and interpersonal skills
- Basic computer and cash-handling skills
- Demonstrates reliability and accountability in daily work
- Shows initiative and steps into leadership when needed
Preferred Qualifications:
- Associate degree required with 1-3 years of experience; 3-5 years of relevant experience will be considered in lieu of a degree.
- 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.
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 : $23 - $30