Broadview Federal Credit Union

General

• Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals
• Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
• Prioritize the delivery of 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, in support of overall corporate goals
• Build new relationships through Community/Foundation involvement and existing member referrals
• Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
• Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines
• Achievement of goals and objectives provided by management

Relationship Banker

• Provide outstanding member service in a professional and friendly manner
• Accurately process financial service transactions
• Advocate and build member relationships
• Respond to general member inquiries
• Problem-solve and resolve member issues
• Promote awareness and education of self-service resources
• Actively participate in cross-selling initiatives

Relationship Banker

Member Service Associate