Member Service Representative - Cortland, NY

Visions Federal Credit Union • Cortland, NY

11d • Onsite

About The Position

As a Member Service Representative (MSR), you'll be at the heart of the member experience. As one of the first people our members interact with, you'll build relationships, process transactions accurately, answer questions, and help members find financial solutions that support their goals. Whether you're helping a member complete a transaction, resolving a concern, or connecting them with additional products and services, you'll play an important role in creating positive experiences and strengthening member relationships. This role is ideal for someone who enjoys working with people, providing exceptional service, and making a difference in members' financial lives every day.

Requirements

• High school diploma or equivalent with 1-3 years of related experience
• Proficiency with Microsoft Office applications
• Strong verbal and written communication skills
• Excellent interpersonal, customer service, and relationship-building abilities
• Attention to detail and the ability to manage multiple priorities effectively

Nice To Haves

• Associate degree preferred
• Previous experience in customer service, retail, banking or financial services industry

Responsibilities

• Deliver exceptional service by welcoming members, addressing inquiries, and resolving concerns with professionalism and care
• Process member transactions accurately and efficiently while maintaining compliance with policies and regulatory requirements
• Build relationships with members by identifying needs and recommending products and services that align with their financial goals
• Provide guidance and connect members with specialized team members when additional expertise or services are needed
• Maintain knowledge of Visions products, services, and procedures through ongoing training and development
• Support branch operations through teamwork, flexibility, and a commitment to operational excellence
• Verify member identity and transaction authorization to help protect members and the organization from fraud

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED