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Visions Federal Credit Union Service & Sales Representative / Loan Interviewer - NY in Cicero, New York


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: The Sales and Service Representative (SSR) provides exceptional member service by performing transactions and adherence to exceptional service expectations. This role may serve as an informal leader for the BMAS and MSR staff and needs to have positive leadership attributes (collaborative, team oriented, positive and supportive). Must enjoy working with the public. Possess an engaging outgoing, positive personality that will provide a warm and consistently friendly member experience. Should be interested in problem-solving to help members resolve issues or concerns. Be an advocate for, be able to explain and sell/enroll members, in Credit Union products, offerings, and services. Must be able to interview members and perform needs assessment for a variety of consumer loans and understand underwriting requirements. Comfortable with interfacing with different technologies to obtain status, input information, open new accounts, and process activities for members. Will be required to work with members on variety of accounts such as IRA, CDs, and able to compassionately process death claims. Strong desire to serve the members and local community.

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. Must have knowledge of / experience with lending. Supervisory or some leadership experience preferred.

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):

  • Working knowledge of Credit Union product and service offerings preferred.

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

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

  • 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 scores.

  • 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 manner.

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

  • Perform other job-related duties as assigned.

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,




  • High School or better

Licenses & Certifications


  • Notary License Info

  • NMLS number



  • Must have knowledge of / experience with lending.

  • 1-2 years' successful experience in customer service, retail, banking, or financial services industry.


  • Supervisory or some leadership 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)