Broadview Federal Credit Union

Associate

• 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 as a first line of defense
• Build member relationships by engaging in conversations, identifying solutions, and making recommendations
• 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 management-provided goals and objectives
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Support the Wilton Branch and branches within Northwest Region #1, including Malta and both Clifton Park locations

Member Service Associate

Banker

• Advocate for members and enhance their experience by providing solutions aligned with 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 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

Relationship Banker

• Advocate for members, seeking ways to enhance members’ experience
• Attract new retail and business members while fostering deeper relationships with existing members
• Prioritize the delivery of exceptional member service
• Support the branch in growing a profitable book of business
• Build new relationships through Community/Foundation involvement
• Create greater awareness of all service channels members can utilize
• Participate in ongoing coaching, job shadowing, mentoring, and training
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines

• 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• Seek development opportunities for professional growth• Ensure compliance with all applicable policies, procedures, and regulatory guidelines

Part-time Member Service Associate

• Provide outstanding member service to new and existing members or visitors
• Accurately process financial service transactions while maintaining a cash drawer
• Act as a first line of defense in detecting and reporting fraud or irregular activities
• Advocate and build member relationships by engaging in conversations
• Respond to general member inquiries related to products/services, lending, etc.
• Problem-solve and resolve member issues in a timely manner
• Promote awareness and education of self-service resources
• Actively participate in cross-selling initiatives, campaigns, promotions, and events
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.

Member Service Associate – Capital East Region

• Advocate for members seeking ways to enhance members’ experience and providing solutions for their financial goals
• Attract new retail and business members while fostering deeper relationships with existing members
• 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
• 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
• 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

• 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

• Advocate for members, seeking ways to enhance members’ experience
• Attract new retail and business members, while fostering deeper relationships with existing members
• Prioritize the delivery of exceptional member service with accuracy and operational excellence
• Support the branch in growing a profitable book of business
• Build new relationships through Community/Foundation involvement
• Create greater awareness of all service channels members can utilize
• Participate in ongoing coaching, job shadowing, mentoring, and training
• Demonstrate vigilance in detecting and reporting fraud or irregular activities
• Ensure compliance with applicable policies, procedures, and regulatory guidelines
• Achievement of goals and objectives provided by management

• Provide outstanding member service to all new and existing members or visitors
• Accurately process financial service transactions while maintaining a cash drawer
• Act as a first line of defense in detecting and reporting fraud or irregular activities
• Advocate and build member relationships by engaging in conversations and identifying the right solutions
• Respond to general member inquiries related to information, products/services, lending, etc.
• Problem-solve and resolve member issues in a timely manner
• Promote awareness and education of self-service resources, including digital channel offerings
• Actively participate in cross-selling initiatives, campaigns, promotions, and events

• Provide outstanding member service to new and existing members and visitors
• Process financial service transactions accurately while maintaining a cash drawer
• Detect and report fraud or irregular activities
• Build member relationships through conversations and recommendations
• Respond to general member inquiries and resolve issues in a timely manner
• Promote self-service resources and engage in cross-selling initiatives
• Participate in ongoing coaching and development opportunities
• Ensure compliance with all applicable policies and guidelines.

General

• Provide outstanding member service in a professional and friendly manner
• Accurately process financial service transactions while maintaining a cash drawer
• Advocate and build member relationships by engaging in conversations and identifying the right solutions
• Respond to general member inquiries related to general information, products/services, lending, etc.
• Problem-solve and resolve member issues in a timely manner
• Promote awareness and education of self-service resources
• Actively participate in cross-selling initiatives, campaigns, promotions, and events
• Ensure compliance with all applicable policies, procedures, and regulatory guidelines.

• 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