Member Service Associate

Broadview Federal Credit Union

. Welcome members and visitors while delivering professional and friendly service .

Posted 9/21/2026full-timeAlbany • New York • United StatesJuniorMid-Level💰 $20 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills by effectively engaging with members and resolving inquiries while ensuring compliance with policies and procedures. Proficient in financial service transactions and capable of promoting digital resources and cross-selling initiatives.

Highest-signal resume keywords

Customer Service ExperienceFinancial Service TransactionsMicrosoft Office Suite ProficiencyExcellent Interpersonal SkillsBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Service TransactionsMicrosoft Office SuiteCash HandlingProblem SolvingCompliance Knowledge

Soft Skills

Excellent Interpersonal SkillsOral CommunicationWritten CommunicationAuditory CommunicationFlexibility

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePoint

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Member ServiceFraud DetectionCross-SellingRegulatory ComplianceCustomer Relationship Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High School Diploma (or GED), and customer service experience preferred, or equivalent combination of education and experience
Excellent 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
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint
Ability to operate in a rapidly changing dynamic environment
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply

Benefits

Comp & perks

Competitive benefits package
Ongoing coaching, job shadowing, mentoring, and training opportunities
Professional growth and development opportunities