Member Experience & Loans Specialist

Firstnewyork; City of Albany (NY); On-site; USD 30,000 - 45,000; Full time

Job summary

Firstnewyork in Albany is seeking a motivated individual to provide exceptional member services in a fully on-site role. You will be responsible for assisting members with a variety of financial transactions and inquiries, ensuring their needs are met efficiently.

The ideal candidate will have a high school diploma, previous banking experience, and excellent verbal communication skills to enhance member satisfaction. A positive attitude and multitasking ability are essential for success in this fast-paced environment.

Qualifications

• Previous financial branch credit union/bank experience is preferred.
• Must maintain confidentiality of information.
• Desire to cross-sell to members during interactions.

Responsibilities

• Provide exceptional member services exceeding expectations.
• Participate in the Sales Incentive Program, handling loan referrals.
• Explain services and prepare necessary forms for members.

Skills

Excellent verbal communication skills

Organizational skills

Typing/word processing skills

Information gathering skills

Ability to multitask

Education

High School graduate

Tools

PC knowledge

Job description

Firstnewyork in Albany is seeking a motivated individual to provide exceptional member services in a fully on-site role. You will be responsible for assisting members with a variety of financial transactions and inquiries, ensuring their needs are met efficiently.

The ideal candidate will have a high school diploma, previous banking experience, and excellent verbal communication skills to enhance member satisfaction. A positive attitude and multitasking ability are essential for success in this fast-paced environment.