Member Experience & Solutions Specialist

Broadview FCU; City of Albany (NY); On-site; USD 38,000 - 46,000; Full time

Job summary

Broadview Credit Union welcomes members and visitors with professional, friendly service, delivering the Credit Union’s mission to benefit every member, every time, every day. You will help ensure efficient branch operations, deepen member relationships, and promote digital tools while meeting performance goals.

As a member of the team, you will handle transactions, detect potential fraud, cross-sell suitable products, and participate in ongoing coaching and training to grow professionally.

Qualifications

• Highschool Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience.
• Proficient in Microsoft Word and Excel.
• Good oral, written and auditory communication skills.
• Good interpersonal skills.

Responsibilities

• Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs.
• Accurately process financial service transactions while maintaining a cash drawer.
• Act as a first line of defense in detecting and reporting fraud or irregular activities.
• Advocate and build member relationships by engaging in conversations, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship.
• Respond to general member inquiries related to general information, products/services, lending, etc.
• Problem-solve and resolve member issues in a timely manner.
• Promote awareness and education of self-service resources, including all digital channel offerings.
• Actively participate in cross‑selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals.
• Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities.
• Achievement of goals and objectives provided by management.
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.

Skills

Customer service

Communication

Teamwork

Education

High school diploma or GED

Tools

Microsoft Word

Excel

Cash handling

Job description

Broadview Credit Union welcomes members and visitors with professional, friendly service, delivering the Credit Union’s mission to benefit every member, every time, every day. You will help ensure efficient branch operations, deepen member relationships, and promote digital tools while meeting performance goals.

As a member of the team, you will handle transactions, detect potential fraud, cross-sell suitable products, and participate in ongoing coaching and training to grow professionally.