Member Value Personal Banker - Freeport

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.

About the Role

The Member Value Personal Banker contributes to the branch's success by identifying and executing ways to deepen and grow member relationships with FourLeaf through proactive effort. This role requires always keeping the members’ best interests as the primary goal while matching FourLeaf products and services to enrich members' lives and provide maximum value. This is a revenue-producing role with a variable pay component tied to goal attainment, critical for growing deposit and loan share within the market.

Monday to Saturday availability required. Spanish speaking preferred.

Responsibilities

• Sales
  • Proactively outreach to members and prospects to meet sales goals through a consultative needs discovery process focused on providing products and services that enrich the lives of FourLeaf members.
  • Meet deposit unit and dollar sales goals.
  • 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 investment needs.
  • Work with the Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships.
  • Actively uncover opportunities for auto, home equity, business, and residential loans.
  • Cross-sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking.
  • Be accountable for meeting monthly, quarterly, and annual sales goals.
• Operations
  • Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures, including account openings and maintenance of consumer, business, and fiduciary accounts (e.g., Estate, Trust, Guardianships, IRAs).
  • Assess and identify the best possible lending product for members; understand product features and benefits, submit applications, complete disbursements, maintenance, and closings for all loan products, including Home Equity Products.
  • Perform all financial transactions, including teller transactions such as processing Speed Deposit and Night Drop transactions.
  • Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements (e.g., determining check holds while adhering to funds availability policy).
  • Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
• Member Experience
  • Act as a trusted advisor using a consultative sales approach to assist with growing the branch market.
  • Make sound recommendations for products and services that benefit members, including referring members to business partners to expand relationships.
  • Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data, and resolving issues.
  • Maintain high member satisfaction aligned with FourLeaf’s expectations, including professionalism, accuracy, and timely follow-up.
  • 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.
  • Contribute to lobby management by welcoming members, checking in members waiting for platform services, and assisting as needed.
• Compliance
  • 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 (e.g., verifying currency, balancing individual cash box/cash recyclers, daily reports, CTRs, SARs).
  • Stay abreast of and adhere to policies, procedures, and banking regulations.
  • Identify emerging risks and fraud trends to minimize exposure to members and FourLeaf.
  • Comply with all aspects of the Bank Secrecy Act, Anti-Money Laundering, and Office of Foreign Asset Control.
• Strategy
  • 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

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

Pay

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

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage.
• Life and disability insurance.
• Voluntary benefit programs.
• 401(k) plan with employer match.
• Reimbursement and wellness programs.
• Annual performance-based bonus.
• Competitive 401(k) contributions.
• Tuition and fitness reimbursement programs.
• Flexible work options.
• Volunteer opportunities.
• Employee connection and well-being initiatives (e.g., executive "Water Cooler Chats," clubs, sports, social events, food truck days).

About FourLeaf

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through a full range of competitive savings and loan products, FourLeaf supports members at every step of their financial journey—from credit cards to mortgages to children’s savings accounts. As a credit union, our vision is to enrich the lives of our members, employees, and communities.

FourLeaf is an award-winning workplace, recently recognized as a Certified Great Place to Work (2024-2025), America’s Greatest Midsize Workplaces (2025), and Fortune’s Best Workplaces in Financial Services & Insurance (2024). Since 2002, FourLeaf has been an integral community partner through charitable giving and community development programs in New York and beyond.