Service and Sales Representative Endicott, NY

DescriptionWHO WE AREWe'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 POSITIONPosition Title: Service and Sales RepresentativePosition Overview: As a Service & Sales Representative, you'll play a key role at our McKinley branch in Endicott, NY, a full-service location rooted in the community where Visions first began. In this member-facing role, you'll help individuals and families with everyday banking needs, account solutions, loan application intake, and financial wellness conversations. This is a strong opportunity for candidates with experience in banking, retail sales, customer service, hospitality, call center support, or other relationship-focused roles who are ready to grow their financial services career while making a local impact.Position Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:30AM - 5:30PM with rotating Saturday shifts 8:30AM - 12:30PM. Compensation Range: $23.00/hr. - $27.00/hr. Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skillsLocation: Position is on-site at our McKinley Branch located at 24 McKinley Ave., Endicott, NY 13760.What you'll do in this role: * 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. * Have consultative conversations that help members understand products and services that may support their goals, from everyday banking to long-term financial needs. * 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, helping members access convenient support at the branch. * 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. * Contri