Senior Branch Member Account Specialist - Oneonta, NY

Visions Federal Credit UnionOneonta, NY, US

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Senior Branch Member Account Specialist - Oneonta, NY

We're in the business of people helping people and you can help us change lives just by working here. 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. After all, you make us awesome, so we take care of you with things like

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 and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position : Senior Branch Member Account Specialist

Position Type : Full-Time. Typical shifts include Monday through Friday 8 : 30AM to 5 : 30PM, with rotating Saturday shifts 8 : 30AM to 12 : 30PM.

Compensation Range : $21.00 / hr. - $25.50 / 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 Oneonta Branch located in the WellNow Plaza on NY-23.

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 (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply : Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position. If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

Responsibilities / Duties :

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.

Minimum Qualifications & Experience :

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 Qualifications & Experience :

Associate degree preferred.

Two to four years' experience in customer service, retail, banking or financial services industry.

We're more than banking. You can be, too. #ClaimYourSeat

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Account Specialist • Oneonta, NY, US