Senior Branch Member Account Specialist- Spencer, NY at Visions Federal Credit Union

Town of Spencer, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

25.5

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Management, Consumer Lending, Member Relations, Financial Wellness Consulting, Notary Services, Microsoft Office Suite, Customer Service, Branch Operations, Conflict Resolution, Consultative Selling

Industry

Financial Services

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: Senior Branch Member Account Specialist - Offering $750 Sign-On Bonus Position Overview: As a Senior Branch Member Account Specialist (Sr BMAS), you’ll play a key role in delivering an exceptional member experience by building meaningful relationships and providing personalized financial support. In this role, you are more than a transactional resource—you are a trusted partner helping members navigate important financial decisions, from opening accounts to accessing lending solutions and improving their overall financial wellness. We provide comprehensive training to ensure your success, including operational processes and member service excellence. Whether your background is in retail, hospitality, or financial services, this role offers the opportunity to grow a long-term career in banking while making a tangible impact on the lives of members in the Endicott community. Position Type: Full-Time. Typical shifts include Monday through Friday 8:30AM to 5:30PM, with rotating Saturday shifts 8:30AM to 12:30PM. Compensation Range: $21.00/hr. - $25.50/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 Spencer Branch located at 95 Orchard Street, Spencer, NY . What you’ll do in this role: * Open and manage consumer, business, and IRA accounts * Support consumer loan applications (excluding mortgages) * Resolve complex member concerns and escalations * Identify opportunities to recommend relevant products and services * Support branch operations including teller/MSR coverage * Provide notary services (training provided) What success looks like: * Enjoys helping people solve problems and reach financial goals * Communicating clearly, building trust and long-term relationships with members * Staying energized in a fast-paced, member-facing environment * Comfortable having consultative conversations—not just transactions WHAT WE'RE LOOKING FOR Minimum qualifications: * 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. * Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience. Preferred qualifications: * Associate degree preferred. * Two to four 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. [https://visionsfcu.org/sites/default/files/2026-05/Visions%20Values%20Banner.png]https://visionsfcu.org/sites/default/files/2026-05/Visions%20Values%20Banner.png 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: * Visions FCU [https://www.visionsfcu.org/aboutus] * Employee benefits [https://www.visionsfcu.org/benefits] * Employee culture [https://visionsfcu.org/culture] * Community giveback [https://visionsfcu.org/cares] 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 [TalentTeam@visionsfcu.org].

Responsibilities

Manage consumer, business, and IRA accounts while supporting loan applications and resolving complex member concerns. Provide personalized financial support and branch operational coverage to enhance the overall member experience.