Member Value Personal Banker - Baldwin

About the role

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with hiring incredible people and giving them a great place to work.

Responsibilities

• Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on providing products and services that enrich the lives of FourLeaf members.
• Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits.
• Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs.
• Develop opportunities with prospects and members to expand and acquire new business relationships.
• Cross-sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking.
• Make sound recommendations for products and services that benefit the members and process financial transactions with accuracy and efficiency.
• Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures.
• Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
• Communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
• Educate and assist members with technology and self-service options to enhance the omnichannel experience that meets their banking needs.
• Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times.
• Support the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control.
• Maintain controls, reconciliations and reports as needed or required.
• Stays abreast and adheres to policies, procedures, and banking regulations.
• Identifies 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 individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics.
• Continually enhance sales conversations to obtain member relationships to drive deposits and loans.

Requirements

• A High School Diploma or GED.
• 2+ years of demonstrated sales and service success.
• NYS Notary Public License.
• NMLS License.
• PC, Windows, and Internet proficient.
• Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management.

Qualifications

• Highly motivated and results-driven individual who thrives in a fast-paced environment.
• Strong interpersonal and communication skills.
• Ability to build and maintain positive relationships with members and colleagues.
• Passion for customer service and a commitment to excellence.
• Knowledgeable about banking products and services.
• Ability to work independently and as part of a team.

Skills

• Excellent communication and problem-solving skills.
• Strong organizational and time management skills.
• Ability to work effectively under pressure and meet deadlines.
• Proficient in PC, Windows, and Internet.
• Knowledge of banking products and services.
• Ability to identify and address potential risks and fraud trends.

Benefits

FourLeaf 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.
• An annual performance-based bonus.

Pay

The estimated salary for this role is $28.85 per hour plus commission.

Schedule

Monday to Saturday availability required.