Member Service Associate - Capital East Region #1

Broadview Federal Credit Union•East Greenbush, NY
•$20 - $21

About The Position

The Member Service Associate welcomes members and visitors and provides professional, friendly service that meets members’ needs and builds relationships. The role supports the East Greenbush Branch and may also work at other branches in the Capital East Region: Troy Hoosick Street, Troy - Brunswick, Troy - HVCC, North Greenbush, and Schodack. The associate processes financial transactions, maintains a cash drawer, helps detect and report fraud or irregular activity, responds to member inquiries, and resolves issues. The role also promotes digital self-service resources, participates in cross-selling efforts and branch initiatives, pursues professional development, and meets management-provided goals while complying with applicable policies, procedures, and regulations.

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 professional and friendly service to new and existing members and visitors.
  • Accurately process financial service transactions and maintain a cash drawer.
  • Detect and report 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 general member 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 in support of 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.

Benefits

  • Competitive benefits package
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