About the Role
Broadview FCU delivers high-quality member service by engaging with members, reviewing their financial profiles, and recommending appropriate solutions. This role serves as a subject matter expert, resolving member needs and providing financial services expertise to benefit members.
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.
- Prioritize exceptional member service with accuracy and operational excellence, including problem/complaint resolution.
- Support branch growth and profitability to achieve individual and team goals.
- Build new relationships through community involvement and existing member referrals.
- Create awareness of service channels through promotion, education, and demonstrations.
- Participate in ongoing coaching, job shadowing, mentoring, and training.
- Detect and report fraud or irregular activities.
- Ensure compliance with all applicable policies, procedures, and regulatory guidelines.
- Achieve goals and objectives provided by management.
Requirements
- Associate degree preferred, or a combination of equivalent education and experience.
- One to two years of branch banking experience.
- 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
Location
- SUNY Albany Branch
- Capital East Region #2 (Patroon Creek, 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 delivers a high-quality member service experience.
- Bilingual individuals fluent in a second language are highly encouraged to apply.
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.
- 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.
