Member Service Associate - Northwest Region #2

Broadview Federal Credit Union•Schenectady, NY

1d•Onsite

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 is assigned to the Niskayuna branch and provides support across Northwest Region #2, including Union Street, Glenville, Schenectady - Albany Street, State Street, and Amsterdam branch locations. The associate delivers the Credit Union’s mission to benefit every member, every time, every day. The position handles financial service transactions and maintains a cash drawer, responds to member inquiries, resolves issues, supports fraud detection, promotes digital self-service resources, and participates in sales and outreach initiatives. The associate is also expected to pursue professional development, achieve management-provided goals, and follow applicable policies, procedures, and regulatory guidelines.

Requirements

High school diploma or GED; customer service experience is preferred, or an equivalent combination of education and experience.
Excellent interpersonal skills.
Flexibility to work at any location 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 and interpersonal interaction skills.

Nice To Haves

Customer service experience.
Fluency in a second language in addition to English; bilingual individuals are highly encouraged to apply.

Responsibilities

Provide professional and friendly service to new and existing members and visitors while fulfilling service needs.
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 through conversations, relevant questions, solutions, and recommendations.
Respond to general inquiries about information, products and services, and lending.
Problem-solve and resolve member issues in a timely manner.
Promote awareness and use of self-service resources, including digital channels.
Participate in cross-selling initiatives, campaigns, promotions, and events supporting branch and corporate goals.
Pursue professional growth through coaching, job shadowing, mentoring, and training.
Achieve goals and objectives provided by management.
Comply with applicable policies, procedures, and regulatory guidelines.