Member Experience Advisor

Broadview Federal Credit Union

City of Albany (NY)

On-site

USD 28,000 - 29,000

Full time

14 days+
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Benefits offered by this job

Competitive benefits package

Job summary

Broadview Federal Credit Union is seeking a motivated Member Service Associate at the Patroon Branch, supporting the Capital East #2 Region. You will welcome members and visitors, provide friendly service, and process transactions to meet members' needs.

You will engage in conversations, identify solutions, deepen relationships, promote digital channels, and participate in cross-selling while adhering to policies and regulatory guidelines.

Qualifications

  • IF YOU Have a High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience.
  • Have excellent interpersonal skills.
  • Are flexible to work out of any location at any time, as business needs dictate.
  • Have the ability to lift at least 10 pounds and stand for long periods of time.
  • Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

Responsibilities

  • Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs.
  • Accurately process financial service transactions while maintaining a cash drawer.
  • Act as a first line of defense in detecting and reporting fraud or irregular activities.
  • Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship.
  • Respond to general member inquiries related to general information, products/services, lending, etc.
  • Problem-solve and resolve member issues in a timely manner.
  • Promote awareness and education of self-service resources, including all digital channel offerings.
  • Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals.
  • Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities.
  • Achievement of goals and objectives provided by management.
  • Ensure compliance with all applicable policies, procedures, and regulatory guidelines.

Skills

Customer service
Microsoft Office
Communication skills
Interpersonal skills
Flexibility
Cash handling

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Broadview Federal Credit Union is seeking a motivated Member Service Associate at the Patroon Branch, supporting the Capital East #2 Region. You will welcome members and visitors, provide friendly service, and process transactions to meet members' needs.

You will engage in conversations, identify solutions, deepen relationships, promote digital channels, and participate in cross-selling while adhering to policies and regulatory guidelines.

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