Member Value Personal Banker - Commack

About the role

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: 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 helping provide 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 etc.
• Maintain high member satisfaction that aligns to FourLeaf’s expectations including professionalism, accuracy, and timely follow up with members.
• 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.
• Welcome members, check in members waiting for platform services, and at times contribute to lobby management.
• 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.
• Identify emerging risks and fraud trends to minimize exposure to members and FourLeaf.
• Comply 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

• Ability to 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.
• Identify emerging risks and fraud trends to minimize exposure to members and FourLeaf.
• Comply with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.

Skills

• Highly motivated and results-driven individual with a proven track record of success in sales and customer service.
• Strong interpersonal and communication skills, able to build and maintain positive relationships with members and colleagues.
• Excellent problem-solving and decision-making abilities.
• Detail-oriented with strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Knowledge of banking regulations and compliance standards.

Benefits

• 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.

Pay

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.)

Schedule

Monday to Saturday availability required.

What Sets Us Apart?

• Competitive 401(k) plan.
• Tuition and fitness reimbursement programs.
• Flexible work options.
• Volunteer opportunities.
• Executive “Water Cooler Chats”.
• Clubs, sports, and social events.
• Food truck days … and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.