Member Service Representative (Buffalo Region)

Broadview group; Buffalo (NY); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Broadview group in Buffalo, NY is seeking a Member Service Representative (MSR) to provide consultative assistance to credit union members. This role involves resolving member issues, understanding financial needs, and fostering relationships to enhance satisfaction.

The position requires strong customer service skills, effective communication, and the ability to manage multiple transactions efficiently. The training will be conducted in Albany, NY, and the initial work is remote with a plan to transition to a hybrid model.

Qualifications

• Minimum of a High School diploma or equivalent required.
• 2-year Associate's degree preferred in a related field.
• Proven customer service experience required.
• Excellent communication skills needed, both verbal and written.
• Strong problem-solving skills and attention to detail necessary.

Responsibilities

• Deliver consultative service and assistance to members over the phone.
• Resolve member issues and address financial needs with empathy.
• Educate members on credit union products and services.
• Process financial transactions accurately and efficiently.
• Maintain compliance with policies and regulations.

Skills

Customer service experience

Communication skills

Problem-solving skills

Multitasking

Attention to detail

Education

High School Diploma or Equivalent

Associate's Degree in Business or Finance

Tools

Call center software

Job description

## Member Service Representative (Buffalo Region)Applylocations: Buffalo, NYtime type: Full timeposted on: Posted Yesterdayjob requisition id: R3991If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!# **This position is currently remote with the intention of moving to a hybrid model in the future. Two and a half weeks of training in Albany, NY is required for this position. Broadview will provide your hotel and for this training.****Summary of Role:**In the role of Member Service Representative (MSR), this individual will deliver consultative service and assistance to credit union members over the phone. Responsibilities include (but are not limited to) resolving member issues, understanding, and addressing financial needs with empathy, and fostering relationships with members to enhance satisfaction. The MSR will also facilitate targeted referrals to internal business partners, contributing to the development of deeper member relationships. Moreover, the role involves educating members on credit union products, ensuring compliance with policies and regulations, and providing assistance with account maintenance.#### **Essential Job Functions/Responsibilities:*** Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions.* Provide accurate information about products, services, and promotions.* Process financial transactions on member’s accounts in an efficient and effective manner.* Review, qualify, open and close deposit accounts and ATM/debit cards and submit disputes.* Process credit card payments, transfers, fees, and all related tasks accurately.* Decision fee-refunds within defined relationship parameters and authority thresholds.* Act as a member advocate and handle difficult conversations with professionalism and courtesy.* Resolve member’s concerns while ensuring regulatory compliance.* Stay updated on product knowledge and company policies.## **Minimum Job Qualifications:*** Minimum: High School or Equivalent* Preferred: 2 year / Associates Degree in Business, Finance, or Related from an accredited institution.* Proven customer service experience or relevant work experience.* Excellent communication skills, both verbal and written.* Ability to multitask and work in a fast-paced environment.* Strong problem-solving skills and attention to detail.* Proficient in using call center software and computer applications.* Flexibility to work various shifts, including weekends.Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at [e-mail]### About UsAt Broadview FCU, your career is so much more than a job. Grow personally and professionally with access to opportunities to apply your strengths and unleash your potential. Broadview’s success is propelled by every employee. As we work together to serve members and our communities, our collective talents produce superior financial solutions and exceptional service that are uniquely Broadview FCU.