Member Experience & Growth Specialist

First New York Federal Credit Union; Town of Halfmoon (NY); On-site; USD 34,000 - 42,000; Full time

Job summary

First New York Federal Credit Union is seeking a motivated Member Services professional to open accounts, cross-sell products, and promote e-services. The role focuses on delivering exceptional member service while accurately processing transactions and educating members on available tools.

The successful candidate will handle loan referrals, maintain Notary Public duties, and comply with credit union policies. A strong communication style and willingness to learn new technologies are essential.

Qualifications

• High School Diploma or equivalent required.
• Excellent communication and interpersonal skills.
• Strong customer service mindset with ability to cross-sell products.
• Thorough knowledge of credit union products and e-services.
• Willingness to learn new technologies and adapt to updates.

Responsibilities

• Open new accounts and cross-sell products to meet member needs.
• Promote e-services and educate members on available tools.
• Deliver outstanding member service in every interaction.
• Refer loan products to Loan Sales team or Branch Management.
• Notary Public designation maintained and utilized as needed.
• Follow all credit union policies and regulatory requirements.

Skills

Communication skills

Customer service

Cross-selling

Notary Public

Education

High School Diploma

Tools

Core banking system

Online/e-services

Job description

First New York Federal Credit Union is seeking a motivated Member Services professional to open accounts, cross-sell products, and promote e-services. The role focuses on delivering exceptional member service while accurately processing transactions and educating members on available tools.

The successful candidate will handle loan referrals, maintain Notary Public duties, and comply with credit union policies. A strong communication style and willingness to learn new technologies are essential.