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About the Role

Broadview FCU delivers high-quality member service by engaging in conversation, reviewing financial profiles, and recommending solutions to meet member needs. This role serves as a subject matter expert, creating outstanding member experiences by resolving service needs and providing financial expertise.

Responsibilities

• Advocate for members, seeking ways to enhance their experience and providing solutions for financial goals.
• Attract new retail and business members while fostering deeper relationships with existing members using The Member Advantage approach.
• Prioritize exceptional member service with accuracy and operational excellence, including problem/complaint resolution.
• Support the branch in growing a profitable book of business to achieve individual and team goals.
• Build new relationships through community involvement and existing member referrals.
• Create greater awareness of all service channels through promotion, education, and demonstrations.
• Participate in ongoing coaching, job shadowing, mentoring, and training to enhance performance.
• Demonstrate vigilance in detecting and reporting fraud or irregular activities.
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.
• Achieve goals and objectives provided by management.

Requirements

• Have an Associate degree preferred, or a combination of equivalent education and experience.
• Have one to two years of branch banking experience.
• Have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions.
• Proficient in Microsoft Word and Excel.
• Ability to multi-task to meet or exceed minimum performance standards.
• Effective verbal, written, and listening communication skills.
• Strong interpersonal skills.
• Flexibility to work out of any location at any time, as business needs dictate.
• Ability to lift at least 10 pounds and stand for long periods of time.

Skills

• Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Ability to operate in a rapidly changing dynamic environment
• Excellent oral, written, and auditory communication skills
• Interpersonal interaction skills
• Bilingual fluency in a second language is encouraged

Location

• Patroon Creek Branch
• Capital East Region #2 (Slingerlands, Western, and Glenmont Branch locations)

Work Type

• Full-time

Experience Level

• 1-2 years of branch banking experience

Education Level

• Associate degree preferred

Salary/Compensations

• $22.82 - $24.82/hr.

Benefits

• Competitive benefits package

About the Company

• Broadview FCU is a company that cares about its employees, members, and community.
• Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.
• If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at talentacquisition@broadviewfcu.com