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Jobs · Manufacturing · New York

Senior Branch Member Account Specialist - Syracuse, NY

Visions Federal Credit Union · Syracuse, NY · 1 mo ago
Manufacturing$21/hrFull-time

About the role

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.

Responsibilities

  • Serve as the primary point of contact for member account inquiries, escalations, and financial service needs
  • Open and maintain consumer, business, and IRA accounts while ensuring accuracy and compliance
  • Assist members with consumer loan applications and follow-up activities throughout the lending process
  • Build deeper member relationships by recommending products and services aligned with members' financial goals
  • Resolve member concerns promptly and professionally while delivering exceptional member experience
  • Perform branch operations, including cash handling, transaction processing, and Member Service Representative activities as needed
  • Support fraud prevention and regulatory compliance by accurately verifying member identity and transaction authorization
  • Perform notary services and collaborate with branch teammates to support overall branch success
  • Positively represent Visions FCU at local community events

What success looks like

  • Delivering exceptional service that strengthens member satisfaction and loyalty
  • Becoming a trusted resource for members by providing accurate information and effective solutions
  • Creating meaningful member conversations that uncover needs and expand relationships
  • Maintaining accuracy and compliance in account servicing, transactions, and lending activities
  • Resolving member concerns efficiently while creating positive service experiences
  • Contributing to branch goals through teamwork, adaptability, and a commitment to operational excellence

Minimum qualifications

  • High school diploma or equivalent with 1–3 years of related experience
  • Ability to obtain a Notary Public license within one year of accepting the role
  • Proficiency with Microsoft Office applications
  • Strong communication, interpersonal, and member service skills
  • Ability to manage multiple priorities while maintaining attention to detail

Preferred qualifications

  • Associate degree
  • Two to four years of experience in customer service, retail banking, financial services, or a related industry
  • Experience opening and servicing consumer deposit accounts
  • Experience with consumer lending products and applications
  • Cash handling and transaction processing experience
  • Bilingual a plus

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

Pay

$21.00/hr. – $23.00/hr. Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills.

Schedule

Full-Time. Typical shifts include Monday through Friday 8:30 AM to 5:30 PM, with rotating Saturday shifts 8:30 AM to 12:30 PM.

Location

Position is primarily on-site at our Syracuse branch, which is located at 500 Erie Blvd W, Syracuse, NY 13204. This position will also provide coverage to the local Cicero and Marshall St. branches as needed.

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