Visions Federal Credit Union · 2 months ago
Service and Sales Representative FLOAT - Syracuse, NY
Syracuse, NY
Full-time
Onsite
Entry Level
$23/hr - $30/hr
1+ years expVisions Federal Credit Union is a member-focused organization dedicated to improving financial wellness. The Service and Sales Representative role involves providing exceptional member service, guiding members to appropriate resources, and promoting products and services that meet their financial needs.
Financial Services
No H1B
Responsibilities
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
Qualification
Required
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
Must be licensed with NMLS & Registry
Must be trained and assist with Medallion Signature Guarantee requests
Preferred
Bachelor's degree preferred
3-5 years' experience in customer service, retail, banking or financial services industry
Bilingual in Spanish preferred
Benefits
Pension Plan, 401k Plan with company match
Excellent health benefits
Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
10+ paid holidays per year
Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
Employee recognition program
Company
Visions Federal Credit Union
Visions Federal Credit Union strives to build relationships that accommodate every stage of life.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Thomas Novak
SVP/Chief Deposit & Payments Officer
Recent News
Central New York Business Journal
2025-08-22
Central New York Business Journal
2025-03-07
Company data provided by crunchbase