Visions Federal Credit Union · 2 months ago
Senior Branch Member Account Specialist- Newark Valley, NY
Visions Federal Credit Union is dedicated to helping people improve their financial wellness. The Senior Branch Member Account Specialist will deliver exceptional service to members, assist in account setups, resolve concerns, and expand member relationships through appropriate product offerings.
Financial Services
Responsibilities
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 follow up on consumer loan applications excluding residential mortgage lending
Rotates to perform branch duties to include MSR activities
Act on notary requests
Expand member relationships through offering appropriate products and services
Qualification
Required
High school diploma with 1-3 years of related experience
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
Preferred
Associate degree preferred
Two to four years' experience in customer service, retail, banking or financial services industry
Benefits
Pension Plan, 401k Plan, and 401k matching contributions
Excellent health benefits
Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
More than ten paid holidays per year
Wellness program
Tuition reimbursement
Student loan repayment
Employee recognition program
Educational incentives
Company
Visions Federal Credit Union
Visions Federal Credit Union strives to build relationships that accommodate every stage of life.
Funding
Current Stage
Late StageRecent News
Central New York Business Journal
2025-08-22
Central New York Business Journal
2025-03-07
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