Member Experience Banking Specialist

Broadview Federal Credit Union; Town of Clifton Park (NY); On-site; USD 32,000 - 34,000; Full time

Benefits offered by this job

Competitive benefits package

Bilingual applicants encouraged

Job summary

Broadview FCU in Clifton Park, NY is seeking a Relationship Banker to deliver outstanding service and grow a profitable book of business. You will engage members, review their financial profiles, and recommend suitable solutions while supporting branches in the Capital Northwest Region.

The role requires 1–2 years of branch banking, Associate degree preferred or equivalent experience, Notary Public license, and strong MS Word/Excel skills.

Qualifications

• Associate degree preferred, or combination of equivalent education and experience.
• One to two years of branch banking experience.
• Notary Public License and Signature Guarantee permissions.
• Proficient in Microsoft Word and Excel.
• Ability to multi-task and meet performance standards.
• Strong verbal, written and listening communication skills.
• Strong interpersonal skills and flexibility to work at any location.
• Ability to lift at least 10 pounds and stand for long periods.

Responsibilities

• Advocate for members to enhance their experience and financial goals.
• Attract new members and deepen relationships with existing members.
• Deliver exceptional member service with accuracy and operational excellence.
• Support branch profitability and team goals within the region.
• Develop relationships via Community involvement and referrals.
• Promote service channels through education and demonstrations.
• Participate in coaching, mentoring, and training to improve performance.
• Detect and report fraud or irregular activities and ensure policy compliance.
• Achieve goals and objectives set by management.

Skills

Communication skills

Interpersonal skills

Multitasking

Microsoft Word

Microsoft Excel

Education

Associate degree

Notary Public License

Tools

Microsoft Word

Microsoft Excel

PowerPoint

SharePoint

Job description

Broadview FCU in Clifton Park, NY is seeking a Relationship Banker to deliver outstanding service and grow a profitable book of business. You will engage members, review their financial profiles, and recommend suitable solutions while supporting branches in the Capital Northwest Region.

The role requires 1–2 years of branch banking, Associate degree preferred or equivalent experience, Notary Public license, and strong MS Word/Excel skills.