Senior Branch Member Account Specialist - Oneonta, NY jobs in United States
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Visions Federal Credit Union · 1 day ago

Senior Branch Member Account Specialist - Oneonta, NY

positionOneonta, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$21/hr - $25.50/hr
date1+ years exp

Visions Federal Credit Union is a company dedicated to helping people improve their financial wellness. The Senior Branch Member Account Specialist plays a crucial role in delivering exceptional service to members, assisting with account setups, and resolving account-related concerns.

Financial Services
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Growth OpportunitiesbadNo H1Bnote

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

Customer service experienceNotary licenseMicrosoft Office SuiteOffice equipment proficiencyBanking knowledgeFinancial services experienceRetail experience

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

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

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Visions Federal Credit Union strives to build relationships that accommodate every stage of life.
dateFounded in 1966
location
Endicott, New York, USA
people-size501-1000 employees
web-link
https://www.visionsfcu.org

Funding

Current Stage
Late Stage

Leadership Team

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Thomas Novak
SVP/Chief Deposit & Payments Officer
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Recent News

EIN Presswire
Syracuse Athletics, Whitman School of Management and Visions Federal Credit Union Launch Financial Empowerment Program
2025-10-20
Central New York Business Journal
Binghamton University breaks ground on $5.6 million track-and-field project
2025-08-22
Central New York Business Journal
Binghamton arena rebounds with support from credit union
2025-03-07
Company data provided by crunchbase