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Financial Services Sales Agent
Endwell, NY
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Endwell, NY Visions Federal Credit Union paid time off, paid holidays, tuition reimbursement, 401(k) United States, York, Endwell 3301 Country Club Road (Show on map) Aug 08, 2026
Description
WHO WE ARE
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
Title of Position:
Contact Center Advisor Position Overview:
As a Contact Center Advisor, you will serve as a trusted resource for our members by delivering exceptional service through inbound and outbound phone interactions. You will assist members with accounts, lending solutions, digital banking services, and financial inquiries while building strong relationships and identifying opportunities to enhance their financial well-being. This role is ideal for individuals who enjoy helping others, solving problems, and creating positive member experiences. In addition to developing expertise in financial services, you'll gain valuable exposure to consumer lending, member relationship management, and credit union operations, providing a foundation for future growth and advancement opportunities throughout Visions.
Position Type:
Full-Time. Typical shifts include Monday through Friday 8:30AM to 6:15PM with rotating Saturday shifts 8:15AM
12:15PM.
Compensation Range:
$23.00/hr.
$30.00/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:
On-site Endwell, NY. Hybrid/Remote opportunity available ONLY to candidates from the Endwell, NY or surrounding areas. What you'll do in this role: Answer inbound member calls and provide exceptional service across a variety of banking and financial topics
Help members navigate accounts, loans, digital banking tools, and financial products
Build trusted relationships by identifying needs and providing personalized solutions
Educate members about products and services that can improve their financial wellness
Support consumer loan application intake and referrals
Resolve member concerns through problem-solving, ownership, and follow-through
Meet individual and team performance goals related to service quality, member growth, and lending opportunities
Work collaboratively with teammates and internal partners to create a seamless member experience What success looks like: Enjoy helping people solve problems
Thrive in a fast-paced environment
Communicate clearly and confidently
Build rapport and trust quickly
Balance service excellence with sales conversations
Are comfortable learning technology and financial products
WHAT WE'RE LOOKING FOR
Minimum qualifications: Associate degree OR equivalent combination of education and relevant experience.
At least 1 year of customer-facing experience in banking, financial services, retail, hospitality, sales, healthcare, insurance, or a call center environment.
Proficiency with computers and Microsoft Office applications.
Ability to obtain and maintain NMLS licensing.
Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.
Preferred qualifications:
Bachelor's degree preferred.
Minimum of four years customer service, retail, banking, or financial services industry experience.
Premium offered for:
Bilingual proficiency
A passing verbal assessment of language proficiency will be required during onboarding process.
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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.