Member Expert

First New York Federal Credit Union; Town of Clifton Park (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

First New York Federal Credit Union in Town of Clifton Park, NY, is seeking a branch professional focused on delivering exceptional member service and cross-selling financial products. The role emphasizes understanding e-services, assisting members with transactions, and referring loan opportunities.

The position requires excellent communication, confidentiality, and a willingness to learn about the credit union’s extensive product suite, while working fully on-site in a friendly branch

Qualifications

• High School graduate with a professional demeanor.
• Experience in financial branch/bank environments is preferred.
• Thorough knowledge of credit union products and services, including e-services.
• Ability to handle confidential information with discretion.
• Willingness to learn and become proficient with new technologies and applications.

Responsibilities

• Open new accounts and cross-sell products to meet member needs.
• Cross-sell and educate members on e-services.
• Provide consumer and real estate loan referrals to Loan Sales/Branch Management.
• Participate in the Sales Incentive Program.
• Refer members to Retirement and Investment Services.
• Maintain knowledge of all credit union products and services.
• Efficiently service accounts and loans, ensuring timely processing.
• Follow Bank Secrecy Act and applicable regulations.
• Assist members at teller and service desk.
• Maintain Notary Public designation.
• Perform other duties as assigned.

Skills

Customer service

Cross-selling

Notary

Communication skills

Technology literacy

Teamwork

Education

High School diploma

Tools

Core banking system

E-services

Job description

Description

Demonstrates a highly motivated, outgoing and influential personality to ensure an unsurpassed level of member service, meeting and exceeding their expectations with every interaction. Maximizes every opportunity to increase membership, refer consumer and real estate loans as well as promote e-services to the membership in the branch. Welcomes both new and existing members as they enter the office, determines needs, directs or assists members as needed.

Duties & Responsibilities

• Open new accounts and, through the interview process, cross-sell additional products to best benefit the member needs, and meet branch goals.
• Must have complete knowledge and understanding of all of our e-services to cross-sell, educate, and assist new and existing members.
• Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction.
• Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management.
• Participates in the Sales Incentive Program.
• Refer appropriate members to the First New York Retirement and Investment Services Program.
• Responsible for having a thorough knowledge of all products and services offered by the credit union.
• Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion.
• Follows policies and procedures applicable to the position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act.
• Assists members with transactions both at the FNY Express Teller’s and service desk.
• Maintains Notary Public designation.
• Performs other duties as may be assigned.

Requirements

• High School graduate.
• Present an outgoing, friendly, and professional demeanor in all interactions.
• Previous financial branch credit union/bank experience.
• Thorough knowledge of credit union products and services, including e-services
• Must be able to respect confidential information.
• Adept at utilizing most current technology and thorough knowledge of core operation system. Demonstrates a willingness to learn and become expert in new technologies and applications as they come into the marketplace.
• General knowledge of credit union policies and procedures.
• Should have excellent communication skills and maintain a positive attitude with members and a cooperative attitude with other team members.

Work Schedule

• Monday: 8:30am - 5:00pm
• Tuesday: Off
• Wednesday: 8:30am - 5:00pm
• Thursday: 8:30am - 5:00pm
• Friday: 8:30am - 6:00pm
• Sat: 8:45am – 1:00pm

Work Location

Fully On-Site