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First New York Federal Credit Union · 1 day ago

Member Expert

Halfmoon,NY,US

Full-time

Onsite

New Grad, Entry Level

First New York Federal Credit Union is committed to providing exceptional member service, and they are seeking a Member Expert to enhance member experiences. The role involves welcoming members, opening new accounts, cross-selling products, and ensuring compliance with regulations while providing top-notch service.

BankingFinancial Services

Responsibilities

Open new accounts and, through the interview process, cross-sell additional products to best benefit the member needs, and meet branch goals

Must have complete knowledge and understanding of all of our e-services to cross-sell, educate, and assist new and existing members

Provides an unsurpassed level of member service, meeting and exceeding their expectations with every interaction

Provide consumer and real estate loan referrals to the Loan Sales team or Branch Management

Participates in the Sales Incentive Program

Refer appropriate members to the First New York Retirement and Investment Services Program

Responsible for having a thorough knowledge of all products and services offered by the credit union

Efficiently provides servicing for all accounts and loans issues or concerns. Ensures that requests are processed correctly and completed in a timely fashion

Follows policies and procedures applicable to the position to maintain compliance with government and credit union regulations, including but not limited to the Bank Secrecy Act

Assists members with transactions both at the FNY Express Teller’s and service desk

Maintains Notary Public designation

Performs other duties as may be assigned

Qualification

Credit union experienceE-servicesCore operation systemCommunication skillsNotary Public designationProfessional demeanorTeam cooperationConfidentiality