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Courtesy Telephone Caller at Broadview Federal Credit Union - ApplyBlast

Courtesy Telephone Caller

Broadview Federal Credit Union

1 month ago

3.6 on Glassdoor

Albany, New York, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role involves performing courtesy telephone calls to members to explore financial options and maximize cross-selling opportunities. The position focuses on helping members save or earn more money based on their current relationship with the credit union. The individual will act as a liaison between members and various departments, providing quality referrals and addressing inquiries.

Responsibilities

Perform courtesy telephone calls to explore financial options and maximize cross-selling opportunities
Analyze member accounts to provide targeted product referrals and meet sales goals
Maintain knowledge of credit union products and respond to member inquiries and problems

Skills

About Broadview Federal Credit Union

broadviewfcu.com

Headquarters

Albany, New York, United States

Company Size

1001-5000 employees

View Profile

Broadview Federal Credit Union is a member-focused financial institution offering personal and business banking services, including checking, savings, loans, credit cards, home lending, and wealth management. With 60+ branches across New York and award-winning service, Broadview provides competitive rates and comprehensive financial solutions to its members. The credit union also supports community initiatives through the Broadview Cares Foundation and financial education programs.