Member Account Specialist (Relationship Banker)

Good Neighbors Credit Union; New York (NY); In loco; USD 30.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid Training

Health Insurance (Vision & Dental)

Short & Long Term Disability Insurance

Free Life Insurance

401(k) with Company Match

4 weeks paid time off

12 holidays + Birthday Holiday

Employee loan discount

Descrizione del lavoro

Good Neighbors Credit Union invites applications for a Member Account Specialist. This on-site role focuses on onboarding new members, opening accounts, and assisting with account setups and questions. Expect daily, high-volume member interactions in person and over the phone, with emphasis on service excellence.

We offer paid training, generous PTO, holidays, and a range of benefits. A strong community focus and collaboration are central to the role and its growth opportunities.

Competenze

• High School Diploma or GED required; some college coursework preferred.
• 3+ years of customer service experience, a mix of phone and in-person preferred.
• 1+ years of hands-on cash handling experience.
• Ability to travel between both branch locations.

Mansioni

• Open an average of 8 -10 new accounts per day.
• Onboard new members, explaining the credit union ownership difference.
• Identify member needs and refer products or services that match those needs.
• Assist members with basic account questions, troubleshooting, and issue resolution.
• Take an average of 10-15 calls per day, return voicemails, and respond to member inquiries in a timely manner.
• Support digital and electronic transactions, including online banking inquiries.
• Deliver high-quality, friendly, and professional service while representing the Good Neighbor Experience.
• Maintain a balanced cash drawer and follow all cash-handling and audit procedures.

Conoscenze

Customer service

Cash handling

Communication

Phone & in-person service

Formazione

High School Diploma or GED

Descrizione del lavoro

At Good Neighbors, we’re more than just a financial institution—we’re a community rooted in cooperation, care, and the pursuit of meaningful impact.

As you begin your journey with us, we encourage you to embrace a mindset of possibility. We believe in the power of putting forth effort to become the best version of yourself, both personally and professionally. Your dedication not only contributes to your success but also strengthens the community we’re building together. Here, every idea matters, every effort counts, and every person makes a difference.

Good Neighbors Credit Union provides personalized service and support without judgment or assumption. As a not-for-profit, member-owned cooperative we serve through the following values:

• Self-Responsibility
• Care for Others

Who You Are

Member Account Specialists are team players who take pride in wearing the Good Neighbors Credit Union logo and representing our cooperative every day. Team members get to know and greet our members by name, engage with the community, and often participate in events such as PRIDE celebrations, Juneteenth, financial education classes, and internal committees focused on community.

We believe in learning and development whenever possible. There is no rigid career ladder or timeline — allowing team members to develop professional growth in different ways and directions.

The ideal candidate is driven to strengthen individual skills to better serve others and our team. Good Neighbors understand that personal growth can be challenging, uncomfortable, and ultimately rewarding.

A successful hire will come into the credit union with the skills and experience required to perform at a high level as well as openness and curiosity to learn.

Qualifications

• Ability to synthesize information and identify opportunities
• Creative problem-solving skills
• Confident engaging with members in person and over the phone
• Strong attention to detail and follow through
• High School Diploma or GED required; some college coursework preferred
• 3+ years of customer service experience, a mix of phone and in-person preferred
• 1+ years of hands-on cash handling experience
• Ability to travel between both branch locations

What the Job Is

The Member Account Specialist is a front-line, member-facing role responsible for onboarding new members, opening new accounts and helping serve existing members with account setups and questions. Daily work will involve meeting with members in person, as well as answering phone calls and email/online inquiries.

Ideal team members will provide the best possible experience by creating connections and creatively filling the needs of each member based on their needs. There will be a high volume of daily interactions. The ability to follow up and follow through will be essential in role mastery. This role requires the ability and desire to listen, connect, and be of service to others.

Account specialists will become experts in our products/services and our unique problem-solving framework. They will have the ability to “read a member profile” in our system and use their conversation with the member and the account data to identify unmet needs and opportunities for deeper relationship with the cooperative.

This is a fullyin-person, on-site position.

Key Responsibilities

• Open an average of 8 -10 new accounts per day
• Onboard new members, explaining the credit union ownership difference
• Identify member needs and refer products or services that match those needs
• Assist members with basic account questions, troubleshooting, and issue resolution
• Take an average of 10-15 calls per day, return voicemails, and respond to member inquiries in a timely manner
• Support digital and electronic transactions, including online banking inquiries
• Deliver high-quality, friendly, and professional service while representing the Good Neighbor Experience
• Manage a high volume of member interactions, often assisting40–50 members per day
• Perform accurate and efficient teller transactions, including deposits, withdrawals, transfers, loan payments, and check cashing
• Maintain a balanced cash drawer and follow all cash-handling and audit procedures
• Follow all credit union policies, procedures, and compliance standards
• Support daily branch operations and assist team members as needed
• Maintain confidentiality of all member information
• Contribute to a positive, collaborative, and team-oriented work environment

Reports to:
Member Service Manager (Branch Manager)

Job Type(s):
Full-time

Pay:
$21.75 to $23.50 per hour

Benefits and Perks

Paid Training

We invest in your growth with paid training, events, and conferences to help you advance your skills and career.

Enjoy your paid time off. Four weeks per year to rest, recharge, and maintain work-life balance. Prorated in your first year.

12 Paid Holidays and Birthday Holiday

Your hard work deserves time off: 12 paid holidays plus a birthday holiday to celebrate you.

Health Insurance

Free Vision and Dental at every tier — plus a no-cost health insurance option — to make your well-being the priority.

Free Short and Long Term Disability Insurance

Focus on recovery, not finances, with free short- and long-term disability benefits.

Free Life Insurance

Gain peace of mind with complimentary life insurance for you and your loved ones.

Employee Loan Discount

Enjoy exclusive employee loan discounts to help make borrowing easier and more affordable.

401(k) with Company Match

Build your future with a 401(k) plan that includes a 6% company match.

Because caring for community matters. Each year, you can use them with us, or on a cause of your choice!

• Selected candidates will be contacted for interviews on a rolling basis.