Member Services Associate

UNFCU; New York (NY); On-site; USD 50,240 - 52,000; Full time

Job summary

A financial institution in New York seeks a Member Services Associate to deliver exceptional service to members. You will be responsible for handling member inquiries, processing transactions, and coordinating with branch staff to enhance satisfaction. This entry-level position requires a high school diploma and 1-2 years of customer service experience, with strong communication and organizational skills preferred. The role is full-time and onsite, offering a salary between $50,240.00 and $52,000.00 annually.

Qualifications

• 1-2 years of experience in customer service is preferred.
• Knowledge of banking products and compliance with regulations.
• Ability to handle inquiries and maintain confidentiality.

Responsibilities

• Deliver exceptional service to members and coordinate with branch staff.
• Process routine transactions while ensuring compliance and confidentiality.
• Participate in training programs and assist with various branch operations.

Skills

Customer service experience

Strong communication skills

Microsoft Office proficiency

Detail-oriented

Organizational abilities

Education

High school diploma or equivalent

Job description

Join to apply for the Member Services Associate role at UNFCU.

Base pay range

$50,240.00/yr - $52,000.00/yr

Deliver exceptional service to UNFCU members promptly and courteously, adhering to established guidelines, and fostering strong relationships through effective problem-solving. Handle a variety of tasks related to resolving member inquiries, providing information, and coordinating with branch staff to enhance overall member satisfaction. Ensure all actions comply with federal and state regulations as well as UNFCU’s Code of Ethics & Business Conduct.

The position is onsite.

Responsibilities

• Uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.
• Deliver exceptional member service using the service excellence model, including greeting, directing, and assisting with routine inquiries, forms, and applications.
• Process routine transactions and requests (e.g., deposits, withdrawals, transfers, stop payments, check orders, eStatements enrollment) while maintaining confidentiality and compliance.
• Handle branch operational tasks such as mail management, scanning documents, receiving deliveries, branch operational logs for GCS instant issues, incoming credit cards from GCS and branch opening/closing logs.
• Respond to telephone calls and support branch staff in coordinating appointments and facilitating member needs.
• Participate in training programs and perform additional duties as assigned to support overall branch operations.
• Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: Maintain awareness of and report suspicious activity; Complete all relevant BSA reports promptly and accurately (e.g., CTRs, SARs); Complete annual BSA/AML/OFAC training.

Qualifications

• High school diploma or equivalent.
• 1-2 years of experience in customer service.
• Proficient in computers, including Microsoft Office applications.
• Knowledge of banking products and compliance with banking regulations.
• Strong interpersonal, verbal, and written communication skills.
• Detail-oriented with excellent organizational abilities.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Administrative, Finance, and Other
• Industries: Banking and Financial Services

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