General Summary

A Smile Is Part of Our Culture at the New York University Federal Credit Union.

Great customer service begins with a SMILE, and a smile begins with a customer-centric
culture. Employees of the NYUFCU are at the forefront of the customer experience. They set
the tone of every transaction and leave a lasting impression with customers. In fact, an
employee’s SMILE may be the most significant part of a transaction.

This is a position in our NYC office: 726 Broadway, Suite 110, New York, NY 10003.

Serve as a liaison between the member and the credit union. Provide account information by
phone with a SMILE or in person with a SMILE, as well as information on the full range of credit
union products and services. Open accounts for members, resolve issues, and professionally
handle the member’s daily needs. Provide a variety of transactional services to members.

Essential Functions

1. Greet and welcome members and visitors to the credit union in a professional manner.
   Provide prompt, efficient, and accurate service in the processing of transactions.
2. Provide in-person and by-telephone general and specific service-related information
   concerning credit union services or policies.
3. Respond to email or other electronic requests submitted by members, again providing
   professional, prompt, efficient, and accurate service and information.
4. Respond to members requests, problems, and complaints and/or direct them to the
   appropriate person for specific information and assistance.
5. Respond to members through a variety of services and be well versed in understanding
   their use and capabilities- ITM, Email, Online Banking Messenger and etc.
6. Open new accounts, and service existing accounts. Set up new account files ensuring all
   proper paperwork is obtained and completed. Provide members with all necessary
   information regarding the membership. Assist with set up of online services and
7. Issue new and replacement debit cards, credit cards, checkbooks and temporary
8. Prove money orders daily. Submit remittances as necessary.
9. Be able to calculate dividend and penalties for all accounts.
10. Handle requests from members for transfers of shares to loan payments, share
    withdrawals, check requests, cash transactions, CD transactions, line of credit
    advances, and any other requests received from members.
11. Promote credit union products and services based on member’s needs. Be well versed
    and knowledgeable in credit union products, services and existing promotions.
12. Understand, follow and assist members with the service charge schedule.
13. Process member mail transactions.
14. Mail receipts and checks to members as indicated by policy and procedure.
15. Assist members in completing loan applications. Insure that each application is filled out
16. Process name and address change information. Process other information changes with
    the proper paperwork completed.
17. Process wire transfer and international transfers and currency orders and
    ensure that proper signatures are obtained on all forms.
18. Provide information on investment alternatives to members wishing to deposit funds with
    the credit union.
19. Research accounts for deposit, withdrawal, and loan-payment discrepancies.
20. Assist members in balancing their accounts.
21. Assist members with the proper completion of ACH and direct deposits.
22. Assist members in opening individual retirement accounts.
23. Assist members in opening certificates and Lucky Saver accounts.

NOTE: The list of essential functions is not exhaustive. It may be supplemented as

necessary from time to time. This position is entirely in-office, in both our NYC and Mineola offices, depending on staffing and management needs. 

Additional Functions

1. Participate in promotional events and special events.