Member Experience & Growth Banker

Broadview Federal Credit Union; City of Albany (NY); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

Competitive benefits package

Bilingual applicants encouraged

Job summary

Broadview Federal Credit Union in Cohoes/Albany region is seeking a Relationship Banker with strong member-service skills to review financial profiles, offer solutions, and grow a profitable book of business. You will advocate for members and promote service channels while maintaining regulatory compliance.

We expect 1–2 years of branch banking experience, MS Word/Excel proficiency, and a notary license within 6 months of training.

Qualifications

• Associate degree preferred, or combination of equivalent education and experience.
• One to two years of branch banking experience.
• Notary Public License required within 6 months of training, with Signature Guarantee permissions.
• Proficiency in Microsoft Word and Excel.
• Ability to multitask to meet performance standards.
• Effective verbal, written and listening communication skills.
• Strong interpersonal skills; flexible to work at any location as needed.
• Ability to lift at least 10 pounds and stand for long periods.

Responsibilities

• Advocate for members, enhancing their experience and providing solutions to meet financial goals.
• Attract new retail and business members while strengthening relationships with existing members.
• Deliver exceptional member service with accuracy and operational excellence, including issue resolution.
• Support branches in growing a profitable book of business to meet goals.
• Build relationships through community involvement and referrals.
• Promote all service channels via education and demonstrations to members.
• 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

Customer service

Microsoft Word

Microsoft Excel

Notary Public License

Communication skills

Education

Associate degree

Tools

Microsoft Office Suite

SharePoint

PowerPoint

Job description

Broadview Federal Credit Union in Cohoes/Albany region is seeking a Relationship Banker with strong member-service skills to review financial profiles, offer solutions, and grow a profitable book of business. You will advocate for members and promote service channels while maintaining regulatory compliance.

We expect 1–2 years of branch banking experience, MS Word/Excel proficiency, and a notary license within 6 months of training.