Member Experience Specialist

Broadview FCU; City of Albany (NY); On-site; USD 28,000 - 29,000; Full time

Job summary

Broadview FCU is seeking a Customer-focused Member Service Associate to welcome members and visitors, processing transactions accurately while maintaining a cash drawer. The role emphasizes detecting irregular activities and deepening member relationships through thoughtful conversations and personalized product recommendations.

The position supports multiple branches in the Capital Central region. Starting pay is $20.00–$21.00 per hour with a comprehensive benefits package and opportunities for

Qualifications

• High School Diploma (or GED) or equivalent combination of education and experience.
• Excellent interpersonal skills.
• Flexible to work at any location as business needs dictate.
• Ability to lift at least 10 pounds and stand for long periods of time.
• Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.

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

Interpersonal skills

Microsoft Office

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

Broadview FCU is seeking a Customer-focused Member Service Associate to welcome members and visitors, processing transactions accurately while maintaining a cash drawer. The role emphasizes detecting irregular activities and deepening member relationships through thoughtful conversations and personalized product recommendations.

The position supports multiple branches in the Capital Central region. Starting pay is $20.00–$21.00 per hour with a comprehensive benefits package and opportunities for