Senior Branch Member Account Specialist- Johnson City, NY
About The Position
As a Senior Branch Member Account Specialist (Sr. BMAS), you'll serve as a trusted resource for members as they open and manage accounts, explore lending solutions, and navigate important financial decisions. More than a transactional role, you'll build meaningful relationships, provide personalized guidance, and help members identify solutions that support their financial goals. Working alongside an experienced and collaborative team, you'll have the opportunity to make a positive impact on members every day while developing broad knowledge across banking products and services. Whether your background is in banking, retail, hospitality, sales, or customer service, Visions provides paid training, ongoing development, and opportunities for growth to help you build a rewarding long-term career in financial services.
Requirements
- 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.
Nice To Haves
- Associate degree preferred.
- Two to four years’ experience in customer service, retail, banking or financial services industry.
Responsibilities
- Create positive member experiences through friendly, professional, and personalized service
- Process deposits, withdrawals, transfers, payments, and other banking transactions accurately and efficiently
- Build relationships with members by understanding their needs and connecting them with appropriate products, services, and resources
- Answer questions, resolve concerns, and ensure members feel confident in their financial decisions
- Collaborate with branch teammates to deliver exceptional service and support branch goals
- Maintain operational accuracy, compliance, and security standards in all transactions and interactions
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
Mid Level
Education Level
High school or GED
