Member Service Pro: Build Relationships & Solve Needs

Broadview Group; New York (NY); Hybrid; USD 28,000 - 29,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

Broadview FCU is seeking a motivated Member Service Associate for the Glenmont branch, with support for the Capital East Region. The role focuses on welcoming members, processing transactions, and delivering friendly service to deepen member relationships.

Responsibilities include handling cash, detecting potential fraud, answering questions about products, and promoting self-service resources. A High School Diploma and customer service experience are preferred.

Qualifications

• High School Diploma or GED required or equivalent experience.
• Customer service experience preferred.
• Excellent interpersonal and communication skills.

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, identifying solutions, and making recommendations.
• Respond to general member inquiries related to products/services, lending, etc.
• Promote awareness and education of self-service resources, including digital channels.
• Actively participate in cross-selling initiatives, campaigns, promotions, and events.
• Seek development opportunities through coaching, mentoring, and training.

Skills

Customer service

Interpersonal communication

Cash handling

Education

High School Diploma or GED

Tools

Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)

Job description

Broadview FCU is seeking a motivated Member Service Associate for the Glenmont branch, with support for the Capital East Region. The role focuses on welcoming members, processing transactions, and delivering friendly service to deepen member relationships.

Responsibilities include handling cash, detecting potential fraud, answering questions about products, and promoting self-service resources. A High School Diploma and customer service experience are preferred.