Member Solutions Advisor

TCT Federal Credit Union; Town of Queensbury (NY); On-site; USD 26,000 - 39,000; Full time

Job summary

TCT Federal Credit Union in Queensbury, NY seeks a Member Solutions Advisor to be the first point of contact for members, handling transactions and providing helpful guidance.

This on-site role requires dependable, detail-oriented individuals with strong communication skills and comfort using technology in a fast-paced financial setting.

Join a team that emphasizes People over Profits and supports member financial life improvements through accurate service and problem resolution.

Qualifications

• High school diploma or equivalent required.
• Experience as Call Center Representative or Teller preferred in financial services.
• Strong interpersonal and communication skills.
• Detail-oriented with good organizational abilities.
• Proficient with basic computer applications and financial systems.

Responsibilities

• Provide prompt, professional, and accurate service to members by phone and through TCT systems and platforms.
• Assist members with transactions such as transfers, loan payments, credit card payments, SWBC payments, prepaid card loads, and other account-related requests.
• Support fraud prevention by following member verification procedures and remaining alert to potential red flags, including those related to mobile deposits.
• Help members resolve basic E-Services questions and issues with patience, empathy, and follow-through.
• Discuss account-related transactions, overdrafts, fees, transfers, changes, and notifications in a clear and helpful manner.
• Address member questions, concerns, problems, and complaints appropriately by taking ownership and helping identify the right solution or resource.
• Provide information about TCT services, membership eligibility, account types, dividend rates, office hours, and contact information.
• Complete assigned daily Solution Center tasks accurately and on time.
• Collaborate with teammates in a way that supports a positive, productive, and member-focused work environment.
• Perform other duties as assigned.

Skills

Customer service

Call center experience

Interpersonal skills

Attention to detail

Communication skills

Typing and basic computer skills

Education

High school diploma or equivalent

Job description

Description

TCT Federal Credit Union

Member Solutions Advisor – Queensbury, NY

On-site | Hourly: $18.75 - $28.00

At TCT Federal Credit Union, we believe banking should feel personal. Our mission is rooted in putting People over Profits and helping members build better financial lives.

We are seeking a Member Solutions Advisor to serve as a knowledgeable, professional, and caring first point of contact for our members. This role supports members through accurate transaction processing, thoughtful problem resolution, and helpful guidance across a variety of account and service needs.

The ideal candidate is dependable, detail-oriented, service-focused, and comfortable using technology to support members in a fast-paced financial services environment.

What You’ll Do

As a Member Solutions Advisor, you will:

• Provide prompt, professional, and accurate service to members by phone and through TCT systems and platforms.
• Assist members with transactions such as transfers, loan payments, credit card payments, SWBC payments, prepaid card loads, and other account-related requests.
• Support fraud prevention by following member verification procedures and remaining alert to potential red flags, including those related to mobile deposits.
• Help members resolve basic E-Services questions and issues with patience, empathy, and follow-through.
• Discuss account-related transactions, overdrafts, fees, transfers, changes, and notifications in a clear and helpful manner.
• Address member questions, concerns, problems, and complaints appropriately by taking ownership and helping identify the right solution or resource.
• Provide information about TCT services, membership eligibility, account types, dividend rates, office hours, and contact information.
• Complete assigned daily Solution Center tasks accurately and on time.
• Collaborate with teammates in a way that supports a positive, productive, and member-focused work environment.
• Perform other duties as assigned.

Requirements

What We’re Looking For

Qualified candidates will have:

• A high school diploma or equivalent.
• Experience as a Call Center Representative or Teller.
• Call center experience within a financial institution preferred.
• Knowledge of basic teller policies and procedures.
• Strong interpersonal and communication skills.
• The ability to provide extraordinary member service.
• Strong attention to detail and accuracy.
• Good organization skills and the ability to maintain an effective workflow.
• Comfort using computer applications, financial systems, office equipment, Microsoft Office, Windows, and email.
• The ability to add, subtract, multiply, and divide quickly and correctly.
• Strong English language skills in speaking, reading, and writing.
• The ability to pass a criminal background and bondability check.

Physical and Work Requirements

With or without reasonable accommodation, this position requires the ability to communicate effectively, review and prepare documents, use hands and fingers for typing and repetitive movements, and perform light work, including occasionally lifting up to 20 pounds and frequently lifting up 10 pounds. This position may also require travel to other credit union branches as needed, which may include maintaining reliable transportation, insurance, and a valid driver's license.