Member Service Associate - Capital East Region #1

Broadview Federal Credit Union•Troy, NY

About The Position

The Member Service Associate welcomes members and visitors and provides professional, friendly service to meet members’ needs and deepen relationships. The role supports the Troy Hoosick St. Branch and may also support other Capital East Region branches: Troy - Brunswick, Troy - HVCC, Schodack, North Greenbush, and East Greenbush. The associate delivers the Credit Union’s mission to benefit every member, every time, every day.

Requirements

  • High school diploma or GED, with customer service experience preferred, or an equivalent combination of education and experience.
  • Excellent interpersonal skills.
  • Flexibility to work at any location at any time as business needs dictate.
  • Ability to lift at least 10 pounds and stand for long periods.
  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
  • Ability to work in a rapidly changing, dynamic environment.
  • Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Nice To Haves

  • Customer service experience.
  • Fluency in a second language in addition to English.

Responsibilities

  • Provide outstanding, professional, and friendly service to new and existing members and visitors.
  • Accurately process financial service transactions and maintain a cash drawer.
  • Detect and report potential fraud or irregular activities as a first line of defense.
  • Build member relationships by engaging in conversations, asking relevant questions, identifying solutions, and making recommendations.
  • Respond to member inquiries about general information, products and services, and lending.
  • Problem-solve and resolve member issues in a timely manner.
  • Promote self-service resources, including digital channel offerings.
  • Participate in cross-selling initiatives, campaigns, promotions, and events in support of branch and corporate goals.
  • Pursue professional growth through coaching, job shadowing, mentoring, and training.
  • Achieve goals and objectives provided by management.
  • Ensure compliance with applicable policies, procedures, and regulatory guidelines.

Benefits

  • Competitive benefits package.
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