Member Experience Specialist

2 months ago


Saratoga Springs, New York, United States First New York Federal Credit Union Full time
Job Description

**Job Summary**

We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at First New York Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional member service and support to our valued customers.

Key Responsibilities:

  • Member Service: Provide accurate and timely information to members regarding credit union products and services.
  • Transaction Processing: Process member transactions in a professional and friendly manner, with a strong emphasis on accuracy.
  • Compliance: Follow policies and procedures applicable to the Teller position to maintain compliance with government and credit union regulations.
  • Referrals: Provide referrals to the Loan Sales Team or Branch Management for consumer and real estate loan opportunities.
  • Sales Incentive Program: Participate in the Sales Incentive Program to drive sales and revenue growth.
  • Member Referrals: Refer members to the First New York Retirement and Investment Services Program.
  • Account Opening: Refer members and non-members to Member Service team members to open new accounts and shares, as well as establish e-services.
  • Cash Handling: Responsible for the daily opening and closing of their assigned cash box and PC workstation, including maintaining cash limits, securing negotiable instruments, and balancing physical cash to the core operating system.
  • Accuracy and Attention to Detail: Maintain cash differences within Credit Union guidelines and perform all other duties as assigned.

Requirements:

  • Education: High School Graduate/Equivalency.
  • Accuracy and Attention to Detail: Accuracy in handling cash and recording daily transactions.
  • Communication Skills: Ability to properly receive members, either by telephone or in person.
  • Adherence to Dress Code: Adherence to dress code.
  • Positive Attitude: Must maintain a positive attitude with members and a cooperative attitude with other team members.
  • Punctuality: Punctuality.
  • Previous Experience: Previous Teller or Cashier experience is helpful.

Work Schedule:

We offer two schedule options:

Option 1:

  • Monday: 7:45am - 5:00pm
  • Tuesday: 8:30am - 5:00pm
  • Wednesday: 7:45am - 5:00pm
  • Thursday: Off
  • Friday: 7:45am/8:30am - 6:00pm (Start Time Rotating)
  • Saturday: 8:45am - 1:00pm

Option 2:

  • Monday: 8:30am - 5:00pm
  • Tuesday: 8:30am - 5:00pm
  • Wednesday: 8:30am - 5:00pm
  • Thursday: 7:45am – 5:00pm
  • Friday: 8:30am - 6:00pm / with Saturday: 12:00pm – 6:00pm (Start Time Rotating if working a Saturday)
  • Saturday: 8:45am - 1:00pm Rotating

Location: Onsite



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