Member Experience Pro: Solve, Serve & Grow

NextStep FCU; City of Albany (NY); On-site; USD 36,000 - 52,000; Full time

Job summary

NextStep Federal Credit Union in Albany, NY is seeking a customer service focused problem solver to deliver quality service, answer inbound calls, assist members with transactions, and provide honest, helpful advice without pushy sales.

You’ll work with a team to open/close daily tasks, balance cash, handle mail-in transactions, and help members access electronic services, with opportunities to learn about loans and other products.

Responsibilities

• Answering inbound calls, providing information to and/or performing transactions for our members
• Assisting in person members with transactions and questions
• Processing mail-in transactions
• Daily balancing of cash drawer and checks received
• Working together as a team to complete opening/closing procedures and daily branch tasks
• Performing account research for members, including debit and credit card transactions/declines
• Assisting members with accessing and/or using our electronic services
• Opening new accounts, and educating members on our products and services to ensure they are able to select the best option based on their needs
• Coordinating with the Branch Manager and Back Office staff to solve more complex member issues
• Discussing and educating members on our loan offerings, with the possibility of additional training to assist loan officers in taking new member loan applications
• Actively listening to help improve our member’s experience and relationship, offering relevant products to help alleviate financial friction in their lives

Job description

NextStep Federal Credit Union in Albany, NY is seeking a customer service focused problem solver to deliver quality service, answer inbound calls, assist members with transactions, and provide honest, helpful advice without pushy sales.

You’ll work with a team to open/close daily tasks, balance cash, handle mail-in transactions, and help members access electronic services, with opportunities to learn about loans and other products.