Member Value Personal Banker - New Hyde Park

Member Value Personal Banker - New Hyde Park

The member value personal banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members' best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB's will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required.

The member value personal banker will be responsible for sales, operations, member experience, compliance, and strategy. They will proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members. They will meet deposit unit and dollar sales goals. They will execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits. They will partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs. They will work with business banking team to develop opportunities with prospects and members to expand and acquire new business relationships. They will actively uncover opportunities for auto, home equity, business and residential loans. They will cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc. They will be accountable for meeting monthly, quarterly and annual sales goals. They will effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA's, Notary if applicable among others. They will assess and identify the best possible lending product for members. They will responsible for understanding product's features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products. They will perform all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable. They will make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy. They will identify red flags based on risk guidelines and refer escalations to supervisors when necessary. They will be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market. They will make sound recommendations for products and services that benefit the members. They will provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues. They will maintain high member satisfaction that aligns to FourLeaf's expectations including professionalism, accuracy, and timely follow up with members. They will ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners. They will educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs. They will contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times. They will supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control. They will maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's. They will stays abreast and adheres to policies, procedures, and banking regulations. They will identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf. They will complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control. They will participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics. They will continually enhance sales conversations to obtain member relationships to drive deposits and loans.

The member value personal banker will bring a high school diploma or GED. They will have 2+ years of demonstrated sales and service success. They will have NYS notary public license. They will have NMLS license. They will be PC, Windows, and Internet proficient. They will have proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management.

The estimated salary for this role is $28.85 per hour plus commission. FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.

In addition to our comprehensive benefits, we invest in employee connection and well-being through: competitive 401(k); tuition and fitness reimbursement programs; flexible work options; volunteer opportunities; executive "water cooler chats"; clubs, sports, and social events; food truck daysand more!