Service and Sales Representative - Endicott, NY

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

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.

What you’ll do in this role:

• 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.

What success looks like:

• 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.

WHAT WE’RE LOOKING FOR

Minimum qualifications:

• 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.

Preferred qualifications:

• 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.

Premium offered for:

• 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.

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:

• Visions FCU
• Employee benefits
• Employee culture
• Community giveback

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