Member Service Associate

Broadview Federal Credit Union

. Provide outstanding member service to new and existing members and visitors .

Posted 11/3/2026full-timeTroy • 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 building member relationships and resolving issues promptly. Proficient in financial service transactions and compliance with regulatory guidelines while utilizing Microsoft Office Suite for operational tasks.

Highest-signal resume keywords

Customer Service ExperienceFinancial Service TransactionsInterpersonal SkillsCompliance With Regulatory GuidelinesMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Service TransactionsMicrosoft Office SuiteCash HandlingFraud DetectionProblem-Solving

Soft Skills

Interpersonal SkillsCommunication SkillsFlexibilityRelationship BuildingTeam Collaboration

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft SharePoint

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Member ServiceCross-Selling InitiativesRegulatory ComplianceCustomer Relationship ManagementSelf-Service Resources

About the role

Key responsibilities & impact

Provide outstanding member service to new and existing members and visitors
Welcome members and visitors while delivering professional and friendly service
Accurately process financial service transactions while maintaining a cash drawer
Detect and report fraud or irregular activities
Build member relationships by asking relevant questions, identifying solutions, and making recommendations
Respond to inquiries about information, products/services, lending, and related matters
Problem-solve and resolve member issues promptly
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 the Troy Hoosick St. Branch and other Capital East Region branches as business needs dictate

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
Fluent in English; bilingual individuals fluent in a second language are highly encouraged to apply
Compliance with applicable policies, procedures, and regulatory guidelines

Benefits

Comp & perks

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