Service and Sales Representative FLOAT - Bethlehem, PA

Visions Federal Credit Union • Bethlehem, PA

4d • Hybrid

About The Position

As a Service and Sales Representative (SSR), you’ll combine relationship-building with hands-on branch operations to help members with their everyday banking and financial needs. You’ll open and manage accounts, support consumer and real estate lending needs, resolve concerns, process transactions, and connect members with solutions that support their financial goals. As part of this float role, you’ll build broad product and operational knowledge while working across multiple branch environments. This opportunity is ideal for someone who takes ownership, works confidently and independently, and can adapt to changing member and branch needs.

Requirements

• 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.

Nice To Haves

• Bachelor’s degree preferred.
• 3-5 years’ experience in customer service, retail, banking or financial services industry.
• Bilingual proficiency - A passing verbal assessment of language proficiency will be required during onboarding process.

Responsibilities

• Build relationships and serve as the first point of contact for members
• Open and manage consumer, business, and IRA accounts
• Support loan application intake (including mortgages)
• Resolve account questions and escalations
• Recommend products aligned to member needs
• Support branch operations (teller/MSR coverage, transactions, etc.)
• Provide notary and signature guarantee services (training provided)

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: Associate degree