Broadview Federal Credit Union

Banker

• Advocate for members and provide solutions to help them achieve their financial goals
• Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach
• Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
• Support branch growth and a profitable book of business to achieve individual, team, and corporate goals
• Build relationships through Community/Foundation involvement and member referrals
• Promote, educate, and demonstrate available member service channels
• Participate in coaching, job shadowing, mentoring, and training
• Detect and report fraud or irregular activities
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Meet goals and objectives provided by management
• Serve the North Greenbush Branch and support branches within the Capital East Region #1

Relationship Banker

• Advocate for members and provide solutions to help them achieve financial goals
• Attract new retail and business members and deepen existing member relationships using The Member Advantage approach
• Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
• Support branch growth of a profitable book of business to achieve individual, team, and corporate goals
• Build new relationships through Community/Foundation involvement and member referrals
• Promote, educate, and demonstrate available service channels
• Participate in coaching, job shadowing, mentoring, and training
• Detect and report fraud or irregular activities
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Achieve management-provided goals and objectives
• Support branches within the Central NY Region, including Midler Ave, Deys, and South Crouse Branch locations

• Deliver a high-quality member service experience by engaging in conversation, reviewing members’ full financial profiles, and recommending appropriate solutions
• Serve as a subject matter expert and resolve member service needs
• Advocate for members and provide solutions to help them achieve financial goals
• Attract new retail and business members and deepen existing member relationships using The Member Advantage approach
• Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
• Support branch growth of a profitable book of business and achieve individual, team, and corporate goals
• Build relationships through Community/Foundation involvement and member referrals
• Promote, educate, and demonstrate available service channels
• Participate in coaching, job shadowing, mentoring, and training
• Detect and report fraud or irregular activities
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Achieve goals and objectives provided by management

Associate

• Welcome members and visitors while delivering professional and friendly service
• Provide outstanding member service to new and existing members or visitors while fulfilling service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities as a first line of defense
• Build member relationships by identifying needs, recommending solutions, and deepening relationships
• Respond to general member inquiries regarding information, products/services, lending, and related topics
• Problem-solve and resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional development through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Assigned to the Cicero Branch and support the Midler Ave Branch

Member Service Associate

• Provide outstanding member service to new and existing members and visitors
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying needs, recommending solutions, and deepening relationships
• Respond to member inquiries about information, products/services, lending, and related topics
• Problem-solve and resolve member issues
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional development through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support branches within the Capital East #2 Region while assigned to the Patroon Creek Branch

• Provide outstanding member service to new and existing members and visitors
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying solutions and making recommendations
• Respond to member inquiries about information, products/services, lending, and related topics
• Resolve member issues in a timely manner
• Promote self-service resources and digital channels
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional growth through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support the Capital Central Region #2, including Headquarters, Central Avenue, Altamont, and Guilderland Branch locations

• Welcome members and visitors while delivering professional and friendly service
• Provide outstanding service to new and existing members or visitors while fulfilling service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying needs, recommending solutions, and deepening relationships
• Respond to member inquiries about information, products/services, and lending
• Resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional growth through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with policies, procedures, and regulatory guidelines

• Advocate for members and provide solutions that help them achieve financial goals
• Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach
• Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
• Support branch growth and a profitable book of business to achieve individual, team, and corporate goals
• Build relationships through community/foundation involvement and member referrals
• Promote, educate, and demonstrate available service channels
• Participate in coaching, job shadowing, mentoring, and training
• Detect and report fraud or irregular activities
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Achieve goals and objectives provided by management
• Support branches within the Capital East Region #1, including Troy Hoosick Street, Brunswick, North Greenbush, East Greenbush, and Schodack

• Welcome members and visitors while delivering professional and friendly service
• Provide outstanding service to new and existing members and fulfill service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying solutions and making recommendations
• Respond to member inquiries about information, products/services, and lending
• Resolve member issues in a timely manner
• Promote self-service resources and digital channels
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional development through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with policies, procedures, and regulatory guidelines
• Support both the Midler Ave Branch and Cicero branch

• Welcome members and visitors while delivering professional and friendly service
• Display ownership of the branch and lobby to ensure positive member experience and efficient operations
• Provide outstanding member service to new and existing members or visitors while fulfilling service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying needs, solutions, and recommendations
• Respond to member inquiries about information, products/services, and lending
• Problem-solve and resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines

• Advocate for members and provide solutions to help them achieve financial goals
• Attract new retail and business members and foster deeper relationships with existing members using The Member Advantage approach
• Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution
• Support branch growth of a profitable book of business to achieve individual, team, and corporate goals
• Build new relationships through Community/Foundation involvement and existing member referrals
• Promote, educate, and demonstrate available service channels to members
• Participate in ongoing coaching, job shadowing, mentoring, and training
• Detect and report fraud or irregular activities
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Meet goals and objectives provided by management
• Support branches within the Capital East Region #2, including Slingerlands, Western, and Glenmont Branch locations

• Welcome members and visitors to Broadview Credit Union while delivering professional and friendly service
• Display ownership of the branch and lobby to ensure efficient operations and a positive member experience
• Provide outstanding member service to new and existing members or visitors
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying needs, recommending solutions, and deepening relationships
• Respond to member inquiries about information, products/services, lending, and related topics
• Problem-solve and resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional growth through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with policies, procedures, and regulatory guidelines

Part-time Member Service Associate

• Welcome members and visitors while delivering professional and friendly service
• Provide outstanding member service to new and existing members or visitors while fulfilling service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities as a first line of defense
• Build member relationships by engaging in conversations, identifying solutions, and making recommendations
• Respond to member inquiries about general information, products/services, and lending
• Problem-solve and resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional development through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support branches within the Capital Central #1 Region; assigned to the Albany - 110 State Street Branch

• Welcome members and visitors while delivering professional and friendly service
• Provide outstanding member service to new and existing members and visitors while fulfilling service needs
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities as a first line of defense
• Build member relationships by identifying needs, recommending solutions, and deepening relationships
• Respond to member inquiries about information, products/services, lending, and related topics
• Problem-solve and resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional development through coaching, job shadowing, mentoring, and training
• Achieve goals and objectives provided by management
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support branches within the Capital East #2 Region; role assigned to the Glenmont Branch

• Welcome members and visitors while delivering professional and friendly service
• Deliver the Credit Union's mission to benefit every member, every time, every day
• Provide outstanding member service to new and existing members or visitors
• Accurately process financial service transactions while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships by identifying solutions and making recommendations
• Respond to member inquiries about information, products/services, lending, and related topics
• Resolve member issues in a timely manner
• Promote self-service resources and digital channel offerings
• Participate in cross-selling initiatives, campaigns, promotions, and events
• Pursue professional growth through coaching, job shadowing, mentoring, and training
• Achieve management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support the Midler Ave Branch and Cicero branch