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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