Member Relationship Advisor - NY, NJ, Or PA presso Visions Federal Credit Union

About Us

We're in the business of people helping people and you can help us change lives just by working here. 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. After all, you make us awesome, so we take care of you with things like…

• Pension Plan, 401k Plan, and 401k matching contributions
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• More than ten paid holidays per year
• Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such as student loans and tuition reimbursement.
• Employee recognition program
• Educational incentives
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Member Relationship Advisor – NY, NJ, Or PA

Position Type: Full-Time. Typical shifts include Monday through Friday 8:00AM to 5:00PM.

Compensation Range: $65,000 - $90,000/annually. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: Position is On-site in Endwell, NY, Syracuse, NY, Saddle Brook, NJ , Muhlenberg, PA OR Reading PA. Hybrid work opportunity may be available.

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 (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). If you need sponsorship now or in the future, look for this statement in the job description before you apply: Visions Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position.
If this is not listed in the job description, Visions Federal Credit Union will not provide sponsorship for the candidate to work in the United States.

 Responsibilities/Duties::

• Establish and maintain a portfolio of business relationships to drive loan growth and new business opportunities.
• Act as a liaison between Visions Member Business Loan (MBL) unit, branches, and key internal/external partners to improve the member experience.
• Engage in consultative discussions to more effectively evaluate members' financial needs, while maintaining an emphasis on expanding share of wallet and increasing products per relationship.
• Serve as the primary point of contact for business members.
• Provide consultative advice on products such as business loans, lines of credit, merchant services, and deposit accounts.
• Ability to communicate, develop and manage relationships with centers of influence, community partners, and small business decision makers.
• Serve as the primary point of contact for business members’ day-to-day banking needs.
• Provide consultative advice on products such as business loans, lines of credit, merchant services, and deposit accounts.
• Develop and maintain knowledge necessary to remain a highly skilled subject matter expert in the products and services offered by Visions Business Department.
• Meet or exceed sales and service goals related to business products. • Use referrals to optimize the business members participation in the Credit Union.
• Represent the credit union at business events.
• Utilize Synapsis and other assessments and reporting to coordinate efforts to develop a deep understanding of the needs of current and prospective members.
• Provide exceptional service and client-facing support to drive, develop, and acquire business.
• Collaborate with other internal departments, and act as a resource to help ensure the financial success of our business members.
• Assist with loan applications, account opening, documentation, processing and obtaining yearly financials.
• Ensure compliance with internal policies and regulatory requirements.
• Collaborate with internal departments to resolve member issues and streamline service delivery.

Minimum Qualifications & Experience:

• Bachelor’s degree with 1-3 years of member business lending related experience; an associates degree with 4-6 years of experience may be considered.
• Strong understanding of business financial products and services.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• Preference for bi-lingual Spanish fluency preferred due to members and community served.

We're more than banking. You can be, too. #ClaimYourSeat