Member Account Specialist; Relationship Banker
Listed on 2026-10-11
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Location: New York
At Good Neighbors, we’re more than just a financial institution—we’re a community rooted in cooperation, care, and the pursuit of meaningful impact.
As you begin your journey with us, we encourage you to embrace a mindset of possibility. We believe in the power of putting forth effort to become the best version of yourself, both personally and professionally. Your dedication not only contributes to your success but also strengthens the community we’re building together. Here, every idea matters, every effort counts, and every person makes a difference.
Good Neighbors Credit Union provides personalized service and support without judgment or assumption. As a not-for-profit, member-owned cooperative we serve through the following values:
- Self-Responsibility
- Care for Others
Member Account Specialists are team players who take pride in wearing the Good Neighbors Credit Union logo and representing our cooperative every day. Team members get to know and greet our members by name, engage with the community, and often participate in events such as PRIDE celebrations, Juneteenth, financial education classes, and internal committees focused on community.
We believe in learning and development whenever possible. There is no rigid career ladder or timeline — allowing team members to develop professional growth in different ways and directions.
The ideal candidate is driven to strengthen individual skills to better serve others and our team. Good Neighbors understand that personal growth can be challenging, uncomfortable, and ultimately rewarding.
A successful hire will come into the credit union with the skills and experience required to perform at a high level as well as openness and curiosity to learn.
Qualifications
- Ability to synthesize information and identify opportunities
- Creative problem-solving skills
- Confident engaging with members in person and over the phone
- Strong attention to detail and follow through
- High School Diploma or GED required; some college coursework preferred
- 3+ years of customer service experience, a mix of phone and in-person preferred
- 1+ years of hands-on cash handling experience
- Ability to travel between both branch locations
The Member Account Specialist is a front-line, member-facing role responsible for onboarding new members, opening new accounts and helping serve existing members with account setups and questions. Daily work will involve meeting with members in person, as well as answering phone calls and email/online inquiries.
Ideal team members will provide the best possible experience by creating connections and creatively filling the needs of each member based on their needs. There will be a high volume of daily interactions. The ability to follow up and follow through will be essential in role mastery. This role requires the ability and desire to listen, connect, and be of service to others.
Account specialists will become experts in our products/services and our unique problem-solving framework. They will have the ability to “read a member profile” in our system and use their conversation with the member and the account data to identify unmet needs and opportunities for deeper relationship with the cooperative.
This is a fullyin-person, on-site position.
Key Responsibilities
- Open an average of 8
-10 new accounts per day - Onboard new members, explaining the credit union ownership difference
- Identify member needs and refer products or services that match those needs
- Assist members with basic account questions, troubleshooting, and issue resolution
- Take an average of 10-15 calls per day, return voicemails, and respond to member inquiries in a timely manner
- Support digital and electronic transactions, including online banking inquiries
- Deliver high-quality,…
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