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Service and Sales Representative- Cicero, NY

Visions Federal Credit Union

  • Cicero, New York
  • 6 days ago

    Highlights

    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. Position Overview: 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.

    Numbers & Facts

    LocationCicero, New York
    IndustryFinancial Services
    Company Size100 to 499 employees
    Year Founded1966
    Websitehttps://www.visionsfcu.org/

    Description

    WHO WE ARE

    We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community. 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, including:

    • 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
      ...and more!

    At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

    ABOUT THE POSITION

    Position Title: Service and Sales Representative - Cicero, NY Offering $750 Sign-On Bonus

    Position Overview: 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.

    Position Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:30AM - 12:30PM. 

    Compensation Range: $23.00/hr. - $25.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

    Location: Position is on-site at our Cicero Branch located at 5788 East Circle Drive, Cicero, NY

    What you’ll do in this role:

    • 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) 

    What success looks like:

    • Consistently delivers a positive member experience
    • Builds trust and long-term relationships with members
    • Meets or exceeds individual and team sales goals
    • Maintains accuracy and compliance in all transactions
    • Demonstrates accountability and strong teamwork
    • Collaborates effectively and supports team success

    WHAT WE'RE LOOKING FOR

    Minimum qualifications:

    • 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.

    Preferred qualifications:

    • Bachelor’s degree preferred.
    • 3-5 years’ experience in customer service, retail, banking or financial services industry.

      At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

      MISSION AND VALUES

      Our mission is to MAKE VISIONS MATTER.

      • To our members, we will provide value and relevance.
      • To our employees, we will be a premier organization and provide opportunities for career advancement.
      • To our community, we will be a leader and provide a positive impact.

      At Visions, we’re an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.

      We make Visions matter. You can, too. #ClaimYourSeat

      LEARN MORE

      Click a link to learn about:

      If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at

      TalentTeam@visionsfcu.org

      .

      About Company

      Visions Federal Credit Union, $3.4 billion in assets, Headquartered in Endwell, NY is a not-for-profit financial institution, completely owned by its members. Founded in 1966, our roots are rich with IBM history. Our footprint has expanded through the years to include offices in communities throughout New Jersey, New York, and Pennsylvania. Visions is a strong, stable credit union offering a wide variety of quality financial services. Think of us as more than your financial institution. We're your trusted partner and we want to help you succeed. It is our intent to offer the products and services which will make your life easier - today, tomorrow, and always. We provide you with a safe place for your money to grow; your first car loan; funds to start a new business; a mortgage for the house of your dreams - and more! Our staff, managers, directors, and supervisory committee are dedicated to providing you the best member service at every interaction. We believe in "people helping people" and your business is important to us and greatly appreciated.

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