Visions Federal Credit Union · 3 weeks ago
Senior Branch Member Account Specialist - Binghamton University, NY
Binghamton, New York, United States
Full-time
Onsite
Mid, Senior Level
$21/hr - $25.50/hr
1+ years expVisions Federal Credit Union is dedicated to helping people improve their financial wellness. As a Senior Branch Member Account Specialist, you will provide exceptional service to members, assist in account setup, resolve concerns, and promote credit union products and services.
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
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
Obtain notary license within timeframe established to assist with requests
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
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 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
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