Service and Sales Representative - Endicott, NY at Visions Federal Credit Union in Endicott, NY

Job description

• Description
• Position Title: Service and Sales Representative
• Position Overview: As a Service & Sales Representative, you’ll play a key role at our McKinley branch in Endicott, NY, a full-service location rooted in the community where Visions first began. In this member-facing role, you’ll help individuals and families with everyday banking needs, account solutions, loan application intake, and financial wellness conversations. This is a strong opportunity for candidates with experience in banking, retail sales, customer service, hospitality, call center support, or other relationship-focused roles who are ready to grow their financial services career while making a local impact.
• 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. - $27.00/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 McKinley Branch located at 24 McKinley Ave., Endicott, NY 13760.
• Delivers a welcoming, member-first experience that reflects Visions’ community-focused service approach.
• Builds trust through meaningful conversations, clear communication, and reliable follow-through.
• Identifies member needs and confidently recommends relevant products, services, and next steps.
• Maintains accuracy, confidentiality, and compliance in all account, transaction, and lending-related activities.
• Contributes to a positive branch environment by supporting teammates, adapting to member traffic, and taking ownership of daily priorities.

Responsibilities

• Build trusted relationships with members by listening, asking thoughtful questions, and identifying financial solutions that fit their needs.
• Open and maintain consumer, business, and IRA accounts while ensuring accuracy, confidentiality, and compliance with credit union policies.
• Support loan application intake, including consumer lending and mortgage-related needs, by gathering information and connecting members with the right resources.
• Process and support branch transactions, account servicing, and member requests with strong attention to detail and follow-through.
• Have consultative conversations that help members understand products and services that may support their goals, from everyday banking to long-term financial needs.
• Support daily branch operations, including teller/MSR coverage, member traffic flow, and operational tasks that help the team deliver consistent service.
• Provide notary and signature guarantee services once trained and licensed, helping members access convenient support at the branch.
• Collaborate with branch partners, insurance, investment, and mortgage resources to connect members with broader financial support when appropriate.

Requirements

• Associate degree required with 1-3 years of related experience; 3-5 years of relevant experience may be considered in lieu of a degree.
• Experience in banking, financial services, retail sales, customer service, hospitality, call center support, or another member/customer-facing environment.
• Strong communication skills with the ability to build rapport, ask questions, explain information clearly, and identify member needs.
• Comfortable balancing service and sales conversations in a professional, needs-based manner.
• Strong attention to detail and ability to handle account information, transactions, and documentation accurately.
• Ability to learn financial products, systems, and procedures in a fast-paced branch environment.
• Obtain notary license within 1 year of acceptance of role.
• Proficient in Microsoft Office Suite programs and standard office equipment.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.
• Bachelor’s degree preferred.
• 3-5 years’ experience in customer service, retail, banking, lending, financial services, or consultative sales.
• Prior experience opening accounts, handling cash or financial transactions, resolving customer concerns, or working toward sales/service goals is helpful.
• Bilingual communication skills are a plus and may help support the diverse needs of members in the community.

Skills

Required

• Strong communication skills
• Ability to build rapport
• Attention to detail
• Professional, needs-based manner
• Microsoft Office Suite
• Standard office equipment

Benefits

• Bilingual proficiency - *A passing verbal assessment of language proficiency will be required during onboarding process.*
• 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.