Demonstrates a highly motivated, outgoing and influential personality to ensure an unsurpassed level of member service, meeting and exceeding their expectations with every interaction. Maximizes every opportunity to increase membership, refer consumer and real estate loans as well as promote e-services to the membership in the branch. Welcomes both new and existing members as they enter the office, determines needs, directs or assists members as needed.
Duties & 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.
