Contact Center Advisor - Endwell, NY
About The Position
As a Contact Center Advisor, you will serve as a trusted resource for our members by delivering exceptional service through inbound and outbound phone interactions. You will assist members with accounts, lending solutions, digital banking services, and financial inquiries while building strong relationships and identifying opportunities to enhance their financial well-being. This role is ideal for individuals who enjoy helping others, solving problems, and creating positive member experiences. In addition to developing expertise in financial services, you'll gain valuable exposure to consumer lending, member relationship management, and credit union operations, providing a foundation for future growth and advancement opportunities throughout Visions.
Requirements
- Associate degree OR equivalent combination of education and relevant experience.
- At least 1 year of customer-facing experience in banking, financial services, retail, hospitality, sales, healthcare, insurance, or a call center environment.
- Proficiency with computers and Microsoft Office applications.
- Ability to obtain and maintain NMLS licensing.
Nice To Haves
- Bachelor’s degree preferred.
- Minimum of four years customer service, retail, banking, or financial services industry experience.
- Bilingual proficiency - A passing verbal assessment of language proficiency will be required during onboarding process.
Responsibilities
- Answer inbound member calls and provide exceptional service across a variety of banking and financial topics
- Help members navigate accounts, loans, digital banking tools, and financial products
- Build trusted relationships by identifying needs and providing personalized solutions
- Educate members about products and services that can improve their financial wellness
- Support consumer loan application intake and referrals
- Resolve member concerns through problem-solving, ownership, and follow-through
- Meet individual and team performance goals related to service quality, member growth, and lending opportunities
- Work collaboratively with teammates and internal partners to create a seamless member experience
Benefits
- Retirement benefits – pension plan, 401(k) with employer match
- Excellent health benefits – medical, dental, vision, and supplemental coverage
- Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
- Employee recognition program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
