Hybrid Banking Advisor — Build Trust & Grow Members' Finances

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

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