Senior Branch Member Account Specialist - Syracuse, NY

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

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. - $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*

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.

What You'll Do:

• 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
  
  

WHAT WE'RE LOOKING FOR

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

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.