Broadview Federal Credit Union

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! The Opportunity Broadview is a federal credit union serving over 500,000 members across New York. We are building our first dedicated AI function from the ground up, and this role leads it. You will not inherit a team, a backlog, or someone else’s roadmap. You will define the strategy, set the standards, hire the builders, and own the outcomes. You report to the CIO. What You’ll Own AI Strategy & Governance Define and execute the enterprise AI roadmap, aligned to credit union business objectives across lending, member services, risk, and operations. Establish the AI governance framework: model risk management, responsible AI principles, bias monitoring, and regulatory alignment (NCUA, CFPB, state AG expectations). Own vendor evaluation and architecture decisions for the AI stack. Current foundation:...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Wilton Branch; however, you will support the branches within our Northwest Region #1 which includes both our Clifton Park Branches and our Malta Branch location. WHAT YOU’LL DO Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: The Senior Analytics engineer will serve as a key contributor and subject matter expert within our enterprise analytics program. This role combines advanced BI development, data modeling, Power BI administration and visualization design with strong business acumen. You will partner closely with stakeholders across the departments to turn data into actionable insights. You will be part of the team responsible for migrating its on-prem DWH to databricks on AWS and will be responsible for converting/migrating/recreating existing reports into Power BI dashboard. You will work closely with Technology teams in administering the Power BI environment. This is a highly visible, high-impact position responsible for elevating our reporting capabilities and enabling data-driven decisions across the credit union. Essential Job...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Travel to Albany, NY for training may be needed periodically throughout employment. May need to travel between Broadview's regional areas in Syracuse, NY and Binghamton, NY. Position is currently remote with potential for future hybrid model at a location in Buffalo. Summary of Role : This position necessitates proficiency in every component of the retail branch operational process as well as knowledge of procedures, policies, security, and processing systems. Essential Job Functions/Responsibilities : Maintain a high degree of confidentiality of data and adhere to departmental, regulatory and Credit Union strict security and data protection standards . Build internal customer loyalty utilizing courtesy and friendliness, resolve service issues in a prompt and professional manner, within the established policies and...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: The Member Experience Coordinator enables the Member Experience (MX) team to consistently deliver internal and external hospitality by providing thoughtful administrative and project coordination support. This role ensures planning, communication, and follow-through are executed with care and intention, creating alignment, clarity, and a welcoming environment that allows teams to perform at their best. Essential Job Functions/Responsibilities: Model a hospitality mindset in all interactions by anticipating needs, paying attention to detail, and supporting others with professionalism and care Support MX meetings and initiatives through agenda development, preparation of materials, meeting notes, and documentation of outcomes Create presentations, summaries, and written communications that promote...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role : Investigators assess technically complex cases involving suspicious activity , often across multiple accounts , relationships, and product types . They manage cases through to completion and make decisions on filing reports with relevant agencies . As part of the Financial Crimes Team, this role is central to reducing the financial benefit and support of criminal activity in order to improve the quality of life for our communit ies . Essential Job Functions/Responsibilities : Protecting our communities by identifying potential instances of human trafficking, terrorist financing, or other crimes , and investigating these instances to uncover and document all relevant associations. Provid ing accurate, timely, and complete case files and escala ting this information through Suspicious Activity Reports....

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAMIf you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be supporting the Capital Central Region #2, which includes our branches located in Guilderland, Altamont, Wolf Road, Central Avenue, and main Headquarters Branch. WHAT YOU'LL DO Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. Accurately process financial service transactions while...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAMAssist the Branch Manager in leading a retail banking branch team in delivering our mission to benefit every member, every time, every day. Support branch operations, member experience, and team coaching and performance. Assist in creating a productive and fun work environment. WHAT YOU'LL DO Support the Branch Manager in bringing Broadview's mission to life, ensuring in-branch member experience is second to none. Provide the Branch Manager with regular updates on member service matters and team performance. Serve as a member service standard bearer, promoting products and services, recognizing referral opportunities, and motivating members to achieve their financial goals. Motivate, mentor and coach staff to meet branch and individual goals. Mentor staff on financial literacy, support...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM If you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be supporting the Capital Central Region #2, which includes our branches located in Guilderland, Altamont, Wolf Road, Central Avenue, and main Headquarters Branch. WHAT YOU’LL DO Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. Accurately process financial service...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAMIf you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be supporting the Capital Central Region #2, which includes our branches located in Guilderland, Altamont, Wolf Road, Central Avenue, and main Headquarters Branch. WHAT YOU'LL DO Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service needs. Accurately process financial service transactions while...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Altamont Branch; however, you will support the branches within our Capital Central Region #2 which includes our Headquarters, Wolf Road, Central Ave. and Guilderland Branch locations. WHAT YOU’LL DO Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Arbor Hill Branch; however, you will support the branches within our Capital Central Region which includes our Empire Plaza, One Commerce, Park South, Latham, Cohoes, and Albany South Pearl and Albany- State Street Branch locations. WHAT YOU'LL DO Advocate for members, seeking ways to enhance members' experience, providing solutions that...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Arbor Hill Branch; however, you will support the branches within our Capital Central Region which includes our Empire Plaza, One Commerce, Park South, Latham, Cohoes, and Albany South Pearl and Albany- State Street Branch locations. WHAT YOU’LL DO Advocate for members, seeking ways to enhance members’ experience, providing...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAMIf you enjoy interacting with people and consistently go the extra mile to meet your customers' needs, then take the next step in your career. In this role as a Member Service Associate, you will welcome members and visitors, while delivering professional and friendly service to meet members' needs and deepen relationships. You will deliver the Credit Union's mission to benefit every member, every time, every day. This role will be supporting the Schodack Branch; however, will support other branches in our Capital East Region, which includes our Troy Hoosick Street, Troy - Brunswick, and Troy - HVCC, North Greenbush, and East Greenbush Branch Locations. WHAT YOU'LL DO Provide outstanding member service, in a professional and friendly manner, to all new and existing members or visitors while fulfilling service...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Overview of the Role Promote Mortgage Services' real estate loan products through direct contact with members, future members, real estate brokers, builders, and others. Originate loan applications from internal and external sources. Accountabilities and Responsibilities Meet the Credit Union's and Mortgage Services' standards for consistent quality customer service Review pre-approval applications and issue pre-approval certificates to qualified candidates Actively participate in area community lending activities by attending meetings and seminars and by soliciting applications for loan programs designed for those members Monitor activity through the pipeline process and respond to requests for information and applications in a timely manner Perform initial submission to Loan Prospector to obtain...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role: To provide operational support to the administrative functions of the title agency from the onset of real estate transactions until closing; work to ensure that service delivered to clients is consistent with the Top 10 Service Attributes of the Credit Union. Essential Job Functions/Responsibilities: Level 1 Answer phone calls from clients and handle inquiries as needed. Process policy applications from clients, locate back title when applicable, and place orders for search work with appropriate vendors. Responsible for typing and proofreading functions associated with title commitments and other documents as necessary. Process files for preclosing and provide closing packages to closer. Complete post-closing process on closed title files to ensure completeness of closing package in...

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAMTo lead a retail banking branch team to deliver our mission to benefit every member, every time, every day. Responsible for in-branch member experience, team member development, branch operations, and achievement of team performance. Provide outstanding member service and dynamic leadership, while creating a productive and engaging work environment. WHAT YOU'LL DO Bring Broadview's mission to life, ensuring member experience is second to none Model and coach branch team on deepening member relationships, member advocacy, and business development Build relationships with commercial clients, partnering with Commercial Lending and Business Development Collaborate with other departments and CUSOs on delivery of exceptional concierge member service Advance employee development and succession...