Member Relationship Advisor (Hybrid)

Northern-Credit-Union; Town of Le Ray (NY); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Northern Federal Credit Union is seeking a Member Relationship Specialist in New York to deliver exceptional member experience. You will build trusted relationships, understand member needs, and open/maintain accounts while performing standard financial transactions.

The role emphasizes personalized financial guidance, adherence to policies, and leveraging digital channels to enhance service delivery. Hybrid work is available after certification.

Qualifications

• 6 months to 2 years of Customer Service experience required.

Responsibilities

• Provide trusted advice and build rapport with members.
• Process member applications and documentation accurately.
• Promote and explain credit union services like digital banking, cards, accounts and loans.
• Open, close, and service accounts including transactions like ACH and wires.

Skills

Customer Service

Relationship building

Communication

Financial services knowledge

Notary Public (preferred)

Tools

CRM 360

MS Office

Job description

Northern Federal Credit Union is seeking a Member Relationship Specialist in New York to deliver exceptional member experience. You will build trusted relationships, understand member needs, and open/maintain accounts while performing standard financial transactions.

The role emphasizes personalized financial guidance, adherence to policies, and leveraging digital channels to enhance service delivery. Hybrid work is available after certification.