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UNFCU · 1 month ago

Member Service Associate

US-NY-New York

Full-time

Onsite

Entry Level

$52K/yr - $54K/yr

1+ years exp

UNFCU is a global not-for-profit financial institution serving the UN community, dedicated to providing peace of mind to its members. The Member Service Associate is responsible for delivering exceptional service to members, handling inquiries, processing transactions, and ensuring compliance with regulations.

AccountingFinanceFinancial ExchangesFinancial ServicesMobile AppsPayments

Responsibilities

Uphold UNFCU’s mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors

Deliver exceptional member service using the service excellence model, including greeting, directing, and assisting with routine inquiries, forms, and applications

Process routine transactions and requests (e.g., deposits, withdrawals, transfers, stop payments, check orders, eStatements enrollment) while maintaining confidentiality and compliance

Handle branch operational tasks such as mail management, scanning documents, receiving deliveries, branch operational logs for GCS instant issues, incoming credit cards from GCS and branch opening/closing logs

Respond to telephone calls and support branch staff in coordinating appointments and facilitating member needs

Participate in training programs and perform additional duties as assigned to support overall branch operations

Uphold UNFCU’s compliance with the Bank Secrecy Act and anti-money laundering policies and procedures, including: Maintain awareness of and report suspicious activity

Complete all relevant BSA reports promptly and accurately (e.g. CTRs, SARs)

Complete annual BSA/AML/OFAC training

Qualification

Customer service experienceBanking regulationsMicrosoft Office proficiencyInterpersonal communicationCommitment to serviceDetail-orientedOrganizational abilities