Visions Wealth Management Coordinator - Endicott, NY

About Us

We're in the business of people helping people and you can help us change lives just by working here. 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. After all, you make us awesome, so we take care of you with things like...

• Pension Plan, 401k Plan, and 401k matching contributions
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• More than ten paid holidays per year
• Wellness program
• Tuition reimbursement
• Student loan repayment
• Employee recognition program
• Educational incentives ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Visions Wealth Management Coordinator

Position Type: Full-Time. Regular shifts include Monday - Friday 8:00am-5:00pm.

Compensation Range: $28.00/hr. - $36.50/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: 24 McKinley Ave., Endicott, NY 13760

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 (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the job description before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position.
If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

Responsibilities/Duties:

• Research, implement and administer diversified financial and special administrative services to members, strategic partners, and other organizations.

Minimum Qualifications & Experience:

• An associate degree with 1-3 years of relevant experience; 3-5 years of relevant experience may be considered in lieu of a degree.
• Specialized knowledge in the insurance industry.
• Life, Accident & Health license.
• 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 & Experience:

• Bachelor's degree preferred.
• Specialized knowledge in the securities industry.
• Series 6 and 63 securities licenses (7/65/66 preferred).

We're more than banking. You can be, too. #ClaimYourSeat