Member Services & Relationship Specialist

Broadview Federal Credit Union; Town of Malta (NY); Remote; USD 28,000 - 29,000; Full time

Benefits offered by this job

Competitive benefits package

Bilingual applicants encouraged

Job summary

Broadview Federal Credit Union is seeking a friendly, professional Member Service Associate to join our Clifton Park - Park Ave/Capital Northwest region, supporting Malta, Wilton, and Clifton Park locations. You will welcome members, process transactions, and help deepen relationships with tailored recommendations.

You will promote digital channels, participate in cross-selling, and comply with policies while pursuing growth opportunities.

Qualifications

• High School Diploma (or GED) and customer service experience preferred.
• Excellent interpersonal skills.
• Flexible to work at any location as needed.
• Ability to lift at least 10 pounds and stand for long periods.

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, asking relevant questions, identifying the right solutions, and making recommendations to deepen the member relationship.
• Respond to general member inquiries related to general information, products/services, lending, etc.
• Problem-solve and resolve member issues in a timely manner.
• Promote awareness and education of self-service resources, including all digital channel offerings.
• Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals.
• Seek development opportunities for professional growth by taking advantage of ongoing coaching, job shadowing, mentoring, and training opportunities.
• Achievement of goals and objectives provided by management.
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.

Skills

Customer service

Interpersonal skills

Communication skills

Oral and written communication

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

PowerPoint

SharePoint

Job description

Broadview Federal Credit Union is seeking a friendly, professional Member Service Associate to join our Clifton Park - Park Ave/Capital Northwest region, supporting Malta, Wilton, and Clifton Park locations. You will welcome members, process transactions, and help deepen relationships with tailored recommendations.

You will promote digital channels, participate in cross-selling, and comply with policies while pursuing growth opportunities.