Member Service Associate

Broadview Federal Credit Union

Member Service Associate serving Broadview FCU members across Northwest Region branches. Processing transactions, resolving inquiries, detecting fraud, and deepening member relationships.

Posted 8/7/2026full-timeSaratoga Springs • 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, resolving inquiries, and promoting services. Proficient in financial transaction processing and compliance with regulatory guidelines while maintaining a professional demeanor.

Highest-signal resume keywords

Customer Service ExperienceFinancial Transaction ProcessingInterpersonal SkillsMicrosoft Office Suite ProficiencyBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Service TransactionsCash Drawer ManagementProblem-SolvingCross-Selling InitiativesRegulatory Compliance

Soft Skills

Excellent Communication SkillsInterpersonal Interaction SkillsFlexibilityTeam CollaborationProfessional Development

Tools & Technologies

Microsoft Office SuiteWordExcelPowerPointSharePoint

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Member RelationshipsFraud DetectionSelf-Service ResourcesDynamic EnvironmentCustomer Engagement

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High School Diploma or GED
Customer service experience preferred
Equivalent combination of education and experience accepted
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
Excellent interpersonal interaction skills
Bilingual individuals 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