Member Experience Specialist - Onsite Banking

The Finest Federal Credit Union; New York (NY); On-site; USD 38,000 - 48,000; Full time

Job summary

The Finest Federal Credit Union in New York, NY is seeking a friendly and detail‑oriented Member Service Representative to assist members with deposits, withdrawals, account openings, and general product inquiries.

This full‑time, on‑site role requires precise record keeping, regulatory and internal procedure compliance, and cross‑selling of suitable financial products to meet member needs while upholding a positive branch environment.

Qualifications

• Strong customer service and communication skills for diverse member populations.
• Professional phone etiquette and ability to manage inbound/outbound calls.
• Solid computer literacy with basic office software and banking/CRM systems.
• Foundational knowledge of finance; ability to learn credit union products and explain them.
• High school diploma required; additional finance/banking/business education or certifications are a plus.

Responsibilities

• Assist members with deposits, withdrawals, and account openings.
• Handle phone and in-person inquiries and resolve issues promptly.
• Provide information on accounts, loans, and credit union policies.
• Process documentation and update member records in the system.
• Ensure compliance with regulatory and internal procedures.
• Support cross-selling appropriate financial products and services.
• Contribute to a positive, professional branch environment.

Skills

Customer service

Phone etiquette

Computer literacy

Finance knowledge

Attention to detail

Problem solving

Team collaboration

Education

High school diploma or equivalent

Finance/Banking/Business certifications (plus)

Tools

CRM systems

Office software

Job description

The Finest Federal Credit Union in New York, NY is seeking a friendly and detail‑oriented Member Service Representative to assist members with deposits, withdrawals, account openings, and general product inquiries.

This full‑time, on‑site role requires precise record keeping, regulatory and internal procedure compliance, and cross‑selling of suitable financial products to meet member needs while upholding a positive branch environment.