Service and Sales Representative - Endicott, NY

About the role

As a Service & Sales Representative at the McKinley branch in Endicott, NY, you will work directly with members to address everyday banking needs, account solutions, loan application intake, and financial‑wellness conversations. The position is full‑time (40 hours/week) and offers a pathway to grow a career in financial services while making a local impact.

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.
• Conduct consultative conversations that help members understand products and services that may support their short‑term and long‑term financial goals.
• 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.
• 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.

Minimum Qualifications

• Associate degree required with 1‑3 years of related experience (3‑5 years may be considered in lieu of a degree).
• Experience in banking, financial services, retail sales, customer service, hospitality, call‑center support, or another member‑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 a notary license within 1 year of acceptance of the role.
• Proficient in Microsoft Office Suite programs and standard office equipment.
• Visions considers alternative education and experience as part of its commitment to diversity and inclusion.

Preferred Qualifications

• Bachelor’s degree preferred.
• 3‑5 years of 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.
• Bilingual communication skills are a plus and may help support the diverse needs of community members.
• Premium offered for bilingual proficiency (a passing verbal assessment will be required during onboarding).

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.
• Additional benefits.

Pay

Compensation range: $23.00 /hr – $27.00 /hr. Hiring rates may vary based on experience, education, location, or special skills.

Schedule

Full‑time, 40 hours per week. Regular shifts: Monday‑Friday 8:30 AM – 5:30 PM with rotating Saturday shifts 8:30 AM – 12:30 PM.

Location

On‑site at the McKinley Branch, 24 McKinley Ave., Endicott, NY 13760.