Member Experience Associate — Service & Relationships

Broadview Federal Credit Union; City of Albany (NY); On-site; USD 38,000 - 46,000; Full time

Job summary

Broadview Federal Credit Union is seeking a Member Service Associate to warmly welcome members and visitors, delivering professional service to meet needs and deepen relationships.

You will process financial transactions, maintain a cash drawer, detect fraud, promote digital channels, and participate in cross-selling campaigns to support branch and corporate goals. This role offers coaching and training opportunities and requires flexibility to work at any location, as needed.

Qualifications

• Highschool Diploma (or GED) with customer service experience preferred.
• Proficient in Microsoft Word and Excel.
• Good oral, written and auditory communication skills.
• Good interpersonal skills.
• Must be flexible to work out of any location at any time, as business needs dictate.
• Ability to lift at least 10 pounds and stand for long periods of time.

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 experience

Oral communication

Written communication

Interpersonal skills

Flexibility to work at any location

Education

Highschool Diploma or GED

Equivalent education/experience

Tools

Microsoft Word

Microsoft Excel

Job description

Broadview Federal Credit Union is seeking a Member Service Associate to warmly welcome members and visitors, delivering professional service to meet needs and deepen relationships.

You will process financial transactions, maintain a cash drawer, detect fraud, promote digital channels, and participate in cross-selling campaigns to support branch and corporate goals. This role offers coaching and training opportunities and requires flexibility to work at any location, as needed.