Service and Sales Representative - Westwood, NJ

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 Title: Sales & Service Representative

Position Overview: The Service and Sales Representative (SSR) delivers high-quality service to members while supporting a broad range of branch operations, including account servicing, transaction processing, and issue resolution. This role requires strong technical aptitude, the ability to learn quickly, and sound judgment when managing member needs and operational priorities. The SSR also serves as a trusted resource within the branch and may support day-to-day operations in the absence of leadership.

You will support members with everyday banking needs while identifying opportunities to enhance their financial well-being. With comprehensive training provided, this position is designed as a foundational entry point into the banking industry, offering the opportunity to develop essential skills and grow into advanced roles within the organization.

Position Type:  Regular shifts include Monday to Friday 8:30AM - 5:30PM, with alternating Saturday shifts 8:30AM - 12:30PM (2-3 per month).

Compensation Range: $26.68 - $42.92/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 Westwood, NJ Branch located at 78 Washington Avenue Westwood, NJ 07675.  

What you’ll do in this role:

• Deliver exceptional, personalized service to members, ensuring accuracy, efficiency, and professionalism in every interaction
• Support a full range of branch transactions, account maintenance, and member service needs
• Navigate and operate across multiple systems to complete transactions, research issues, and resolve member inquiries
• Balance competing priorities in a fast-paced environment while maintaining attention to detail
• Act as a knowledgeable resource for teammates and step in to support branch operations in the absence of leadership
• Identify member needs and connect them to appropriate products, services, or internal partners
• Maintain compliance with all policies, procedures, and regulatory requirements

What success looks like:

• Members feel confident, understood, and well-served—especially in complex or high-value interactions
• Transactions and inquiries are handled accurately with minimal escalation
• You move seamlessly between systems and responsibilities without losing momentum
• You are viewed as a reliable, solutions-oriented presence by both members and teammates
• You proactively take ownership of challenges and follow through to resolution

WHAT WE'RE LOOKING FOR

Minimum qualifications:

• Associates Degree with 1-3 years of experience, 3-5 years of experience in lieu of a degree
• Obtain notary license within 1 year of acceptance of role.
• Tech-savvy with the ability to quickly learn and navigate multiple systems simultaneously.
• Eagerness to learn and grow in a role with a steep learning curve and high volume of information.
• Sound judgment and confidence in making day-to-day decisions.
• Professional presence with the ability to effectively serve members.
• Positive, team-oriented mindset with a willingness to support branch needs as they arise.
• High level of ownership and accountability for work and member outcomes.
• Proficient in the Microsoft Office Suite programs and 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.

Preferred qualifications:

• Bachelors degree preferred.
• Spanish Speaking 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 : $27 - $43