Contact Center Advisor - Endwell, NY

Visions Federal Credit Union; Endwell (NY); Hybrid; USD 31,684 - 41,328; Full time

Benefits offered by this job

Retirement benefits

Excellent health benefits

Flexible PTO/VTO/WTO

10+ paid holidays

LSA stipend

Employee recognition program

Job summary

Visions Federal Credit Union is seeking a Contact Center Advisor in Endwell, NY to deliver exceptional service via inbound and outbound calls, assist with accounts, lending, digital banking, and financial inquiries. You will build relationships and identify opportunities to enhance members' financial well‑being.

This full-time role offers a hybrid/remote option for eligible candidates from Endwell, NY or surrounding areas, with shifts Monday–Friday 8:30 AM–6:15 PM and rotating Saturdays. c

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.

Responsibilities

• 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

Skills

Customer service

Banking knowledge

Microsoft Office

NMLS licensing

Education

Associate degree

Bachelor's degree preferred

Tools

CRM systems

Job description

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 8:30 AM to 6:15 PM with rotating Saturday shifts 8:15 AM – 12:15 PM.

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.

Responsibilities

• 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

Benefits

• 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!

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.

Equal Opportunity Employer

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.