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FourLeaf Federal Credit Union · 2 weeks ago

Loan and Member Services Representative II - Albertson

Albertson, New York, United States

Full-time

Onsite

Entry, Mid Level

$25.72/hr - $30.22/hr

1+ years exp

FourLeaf Federal Credit Union is dedicated to providing exceptional member and employee experiences. The Loan and Member Services Representative II plays a crucial role in managing branch operations, developing team members, and ensuring compliance while delivering top-notch service to members.

BankingCommunitiesFinanceFinancial ServicesInsuranceLendingMortgage

Responsibilities

Collaborate with the supervisory team to set clear objectives for the branch and each employee; monitor progress and track results

Promote a balance between the employee and member experience by engaging with the team to support a positive environment

Inspire others to grow and develop to build bench strength

Manage the day-to-day operations of the platform unit and at times the teller unit

Ensure that the branch representatives effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures

Demonstrate a strong working knowledge of operational procedures and policies to be able to assist with complex tasks and situations

Guide the LMS and Teller teams to make sound decisions that adhere to all policies, procedures, and regulatory banking requirements

May act in the capacity of the Head Teller/Teller when necessary or as the lead supervisor based on branch needs

Collaborate with the supervisory team to effectively onboard new employees

Engage with the team to drive positive employee experiences

Transfer learning to the team through direct development or leveraging other training/development opportunities available

Provide coaching and career development conversations with direct reports on a consistent basis

Coach and develop the branch representatives to be a trusted advisors who can effectively use a consultative sales approach to assist with growing the branch market

Develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs to make beneficial recommendations and warm transfers to branch representative or business partners

Work with the team to have the ability to communicate with members to share knowledge and information

Contribute to the management of the branch traffic flow with lobby management

Collaborate with the supervisory team in maintaining branch controls

Adheres to policies, procedures, and banking regulations

Identifies and manages emerging risks and fraud trends to minimize exposure to members and FourLeaf

Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control

Participate in the overall success of the branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics

Collaborate with the supervisory team to create, implement, and manage strategies

Qualification

Financial services experienceSupervisory experienceLending product certificationNYS Notary LicenseMedallion Signature GuarantorPC proficiencyChange managementEmotional intelligenceDecision-makingCommunication skillsRelationship buildingTime management

Required

Some college or related work experience required

1+ years of financial or equivalent sales and service experience

Medallion Signature Guarantor within 3 months

National Mortgage Licensing System within 3 months

PC, Windows, and Internet proficiency

High emotional intelligence, decision-making, excellent communication, relationship building, change management, time management, supervisor employee and member experience skills