Service and Sales Representative - Apalachin, NY

Visions Federal Credit Union • Town of Owego, NY

1d • $23 - $30 • Onsite

About The Position

As a Service and Sales Representative (SSR), you 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 process loan applications including residential mortgage lending. Rotates to perform branch duties to include Member Service Representative activities. Assist Sr Branch Member Account Specialist and Member Service Representative staff with member approvals, questions, or concerns. Act on notary and Signature Guarantee requests. This is a Full-Time position (40 hours/week) with regular shifts including Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:30AM - 12:30PM. The compensation range is $23.00/hr. - $30.00/hr. Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills. The position is on-site at our Apalachin Branch located at 8836 NY-434, Apalachin, NY.

Requirements

• High school diploma or equivalent
• Customer service experience (financial services preferred)
• Strong communication and interpersonal skills
• Basic computer and cash-handling skills
• Demonstrates reliability and accountability in daily work
• Shows initiative and steps into leadership when needed

Nice To Haves

• Associate degree required with 1-3 years of experience; 3-5 years of relevant experience will be considered in lieu of a degree.
• 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.

Responsibilities

• Prioritize member demands while providing impeccable member service. Greet members warmly, address inquiries. Resolve and follow up on member concerns promptly and courteously.
• Guide members to specialized team members for further assistance or final resolutions as needed.
• Uphold understanding of all offered products and services. Identify opportunities and recommend products and services to members, to align with their financial needs and aspirations.
• Engage in constructive conversations with members to expand member accounts and experiences with the credit union.
• Must be licensed with NMLS & Registry. Must be trained and assist with Medallion Signature Guarantee requests.
• Obtain notary within established timeframe to assist with requests.
• Conduct cash handling and transaction processing accurately, adhere to established procedures and regulatory guidelines.
• Verify member identification and authorization for transactions to safeguard against fraud and unauthorized access.
• Provides 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

• 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: Mid Level
• Education Level: High school or GED