Member Service Representative - Vestal, NY
About The Position
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 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 ...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. As a Member Service Representative, your focus is delivering exceptional service to our members while facilitating various transactions with precision and efficiency. Serving as a frontline representative of the organization, you uphold the highest standards of professionalism, focusing on creating a positive member centric experience. This role requires strong communication skills and attention to detail.
Requirements
- High school diploma with 1-3 years of related experience.
- 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.
Nice To Haves
- An associate degree preferred.
- Previous customer service or sales experience.
Responsibilities
- Prioritize member demands while providing impeccable member service by greeting members warmly, addressing inquiries and resolving concerns promptly and courteously.
- Guide members to specialized team members for further assistance or services as needed.
- Complete all assigned educational courses and tests, within required timeframes and passing scores to include product knowledge.
- Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations.
- Conduct cash handling and transaction processing accurately, adhering to established procedures and regulatory guidelines.
- Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access.
- Provide 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
