Member Service Advocate — Elevate Customer Experiences

Broadview Federal Credit Union; Village of Castleton-on-Hudson (NY); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Competitive benefits package

Bilingual applicants encouraged

Job summary

Broadview FCU in New York seeks a friendly and proactive Member Service Associate to welcome members and visitors, delivering professional service to meet needs and deepen relationships. This role primarily supports the Schodack Branch and may assist other Capital East Region branches as required.

You’ll perform transactions, detect potential fraud, answer inquiries, promote digital self-service options, and participate in cross-selling while pursuing ongoing coaching and development

Qualifications

• High School Diploma or GED required.
• Excellent interpersonal and communication skills.
• Flexible to work at any location as business needs dictate.
• Ability to lift at least 10 pounds and stand for long periods.

Responsibilities

• Provide outstanding member service in a professional and friendly manner.
• Process financial service transactions and maintain a cash drawer.
• Detect and report fraud or irregular activities as first line of defense.
• Engage with members to deepen relationships and recommend solutions.
• Respond to general member inquiries about information, products/services, lending, etc.
• Resolve member issues promptly and effectively.
• Promote self-service resources and digital channels.
• Participate in cross-selling campaigns, promotions, and events.
• Seek development opportunities through coaching, job shadowing, mentoring, and training.
• Achieve goals and objectives set by management.
• Ensure compliance with applicable policies, procedures, and regulatory guidelines.

Skills

Customer service

Interpersonal skills

Microsoft Office

Communication

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

SharePoint

Job description

Broadview FCU in New York seeks a friendly and proactive Member Service Associate to welcome members and visitors, delivering professional service to meet needs and deepen relationships. This role primarily supports the Schodack Branch and may assist other Capital East Region branches as required.

You’ll perform transactions, detect potential fraud, answer inquiries, promote digital self-service options, and participate in cross-selling while pursuing ongoing coaching and development