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61520385 Senior Branch Member Account Specialist - Morris Plains, NJ

Job Information

ID :
# of Positions :
Minimum Education Level :
High School Diploma/GED
Experience Required :
1 year
Duration :
Full Time Regular
Shift :
Hours per week:

Job Description



Why work for Visions?

Flexibility, security, competitive wages, and benefits ranging from medical to retirement - we've got it all. We offer 40-hour (full-time), 30-hour (part-time plus), and part-time positions, along with opportunities for advancement, development, and tuition reimbursement. We're a company that's growing more and more every day - and you can, too.

About Us

We're a community-minded organization with more than 50 years of experience. We serve members across three states, and our culture is one built on giving back. We're more than just money - we're people helping people.

If you want to be part of something greater, something different, and something growing - then come work at Visions.

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

Job Position Purpose/Summary: Provides exceptional member service by performing transactions and adherence to exceptional service expectations from Trusted Advisor training. Assist, review, and correct member statements, overdrawn accounts, and related member accounting problems. Using appropriate equipment and software, obtain member's status, input information, and obtain withdrawal checks. Assist members in setting up new accounts, balancing of checkbooks, IRA's, shares and CD's. Process death claims and provide general credit union information; cross-sell products and services. Interview members for consumer loans (not to include any residential mortgage lending), review loan applications, refer applications to Loan Officer pursuant to credit union policies. Maintain equipment and files necessary to keep accurate records. Bi-Lingual in English/Spanish preferred

Education & Experience: We pride ourselves in our advocacy for education, growth, and opportunity for experience. This position would minimally require a high school education or GED, with preference for a certificate or degree in financial areas or customer service, along with one to two years' successful experience in customer service, retail, banking, or financial services industry.

Essential Knowledge, Skills, & Abilities: Due to the nature of this role in dealing with our members on an on-going basis, the position requires (and is not limited to):

Excellent interpersonal and communication skills (both verbal and written); Efficient time management and organizational skills; Flexibility (able to adapt to changing environment).

Positively communicate with diverse membership and staff population while providing excellent customer

Strong computer skills, adherence to confidentiality, detail oriented.

Must able to complete all assigned educational courses and Product Certification tests, within required timeframes with passing

Must be adaptable to changes in the work environment, comfortable with multiple competing demands and able to deal with frequent change, delays, or unexpected events in a calm and logical

All employees must embrace and foster an environment that supports our mission and core

Perform other job-related duties as

Essential Physical Functions: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Daily requirements may include (but are not limited to): stand/walk up to 2 hours, sitting for up to 6 hours; lift/carry up to 20 pounds; manual dexterity for working with papers, files, keyboarding, etc


2 - 4 years: Successful experience in customer service, retail, banking or financial services industry. (preferred)
Consumer Lending experience. (preferred)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Company Information

Name :
Description :
Member-owned and committed to the communities we serve for more than 50 years, Visions Federal Credit Union strives to build relationships that accommodate every stage of life. At Visions, it's not just the money that's there when you need it. We are.

We're more than banking.
Most people hear the words "credit union" and think it's just another name for a bank. And yeah, we do offer banking services but we're so much more than that.
We're friends, neighbors, and community builders. We're IT professionals, we're marketers, we're your Human Resources department. We're full of opportunities, from basic banking to management, security, infrastructure, and more.
If you want to be part of something greater, something different, and something growing then you've come to the right place.
Type :
Direct Employer
Address :
24 McKinley Avenue
Endicott, NY 13760

Application Information

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Job Posting Entered On :
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