Talent.com
Member Value Personal Banker - Bay Shore King Kullen
Member Value Personal Banker - Bay Shore King KullenBethpage • Bay Shore, NY, United States
Member Value Personal Banker - Bay Shore King Kullen

Member Value Personal Banker - Bay Shore King Kullen

Bethpage • Bay Shore, NY, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

It Starts With Our Employees

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.

What You’ll Do

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.

Core Contributions

  • Sales

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.

  • 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 the investment needs.
  • Work with 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 etc.
  • 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. 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.

  • Assesses and identifies the best possible lending product for members. Responsible for understanding product’s features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products.
  • Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable.
  • 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.
  • Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
  • Member Experience
  • Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market.

  • Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships.
  • Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing / researching account / loan data and resolving issues.
  • Maintains high member satisfaction that aligns to FourLeaf’s expectations including professionalism, accuracy, and timely follow up with members.
  • Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
  • Educating and assisting 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.
  • Compliance
  • Supports the branch by participating in opening / closing procedures, daily reports, audit tasks and dual control.

  • 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.
  • 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.
  • 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.
  • Assets You Will Bring

  • 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.
  • The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.)

    What Sets Us Apart?

    Along with a comprehensive benefit package, we offer :

  • Competitive 401k
  • Tuition reimbursement
  • Flexible work options
  • Volunteer opportunities
  • Water Cooler Chats with executive teammates
  • Clubs & Sports
  • 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.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    serp_jobs.job_alerts.create_a_job

    Personal Banker • Bay Shore, NY, United States

    Job_description.internal_linking.related_jobs
    Associate Partner Asset Management Rewards

    Associate Partner Asset Management Rewards

    Aon • Norwalk, CT, United States
    serp_jobs.job_card.full_time +1
    Aon is looking for a Associate Partner - Data Consulting.As part of Aon's Human Capital practice, you will help empower results for financial services clients by delivering financial services compe...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Head Teller Norwalk Branch

    Head Teller Norwalk Branch

    Citigroup • Norwalk, CT, US
    serp_jobs.job_card.full_time
    The Head Teller is an entry-level position responsible for executing day-to-day banking activities, including the delivery of client-facing services and processing transactions, in coordination wit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Field Sales Representative

    Field Sales Representative

    Optimum • Bethpage, NY, US
    serp_jobs.job_card.full_time
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today! .We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for en...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Branch Premier Banker-Southern CT-Westchester

    Senior Branch Premier Banker-Southern CT-Westchester

    Wells Fargo • Darien, CT, United States
    serp_jobs.job_card.temporary
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    At Your Service Center Associate, Southshore - Part Time

    At Your Service Center Associate, Southshore - Part Time

    Macy's • Bay Shore, NY, United States
    serp_jobs.job_card.full_time +1
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Member Value Personal Banker - Huntington

    Member Value Personal Banker - Huntington

    Bethpage • Huntington, NY, United States
    serp_jobs.job_card.full_time
    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.The Member...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Full Time Teller - Bay Shore Branch

    Full Time Teller - Bay Shore Branch

    Dime Community Bancshares • Bay Shore, NY, United States
    serp_jobs.job_card.full_time
    Dime Community Bank (Dime) is currently hiring for a Full-Time Teller at its Bay Shore Branch.The Full-Time Teller will be responsible for providing high-quality customer service and demonstrate pr...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Full Time Branch Ambassador- West Suffolk Area

    Full Time Branch Ambassador- West Suffolk Area

    Capital One • Huntington Station, NY, United States
    serp_jobs.job_card.full_time +1
    Full Time Branch Ambassador- West Suffolk Area.The Reimagined Branch Experience : .Welcome to a new idea in banking.Here at Capital One, we're redefining how people bank. You see, we believe banking s...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sales Associate

    Sales Associate

    Tempur Sealy • Huntington Station, NY, United States
    serp_jobs.job_card.full_time
    Tempur Sealy is committed to improving the sleep of more people, every night, all around the world.As a leading designer, manufacturer, distributor, and retailer of bedding products worldwide, we k...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Middle Market Corporate Banking Portfolio Management Team Lead

    Middle Market Corporate Banking Portfolio Management Team Lead

    Citizens • Melville, NY, United States
    serp_jobs.job_card.full_time
    We are seeking a Corporate Banking Portfolio Management Team Leader who will oversee a team of Commercial banking Portfolio Managers and Credit Analysts across Citizens' NYC, New Jersey, and Long I...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Care Partner

    Care Partner

    Meridian Senior Living • Bay Shore, NY, United States
    serp_jobs.job_card.part_time
    Netherbay at Bay Shore - Bay Shore, NY.Meridian Senior Living believes that "Everyone Deserves a Great Life.To us, a great life in our communities starts with great employees.What makes a great emp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Member Value Personal Banker - Smithtown

    Member Value Personal Banker - Smithtown

    Bethpage • Smithtown, NY, United States
    serp_jobs.job_card.full_time
    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.The Member...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Membership Clerk

    Membership Clerk

    Costco Wholesale Corporation • Commack, NY, US
    serp_jobs.job_card.full_time
    Member Services Representative.Position Summary : Processes member sign-ups, renewals, and added cards.Instructs members and potential members about membership, warehouse, and credit programs.Assist...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Cashier Part Time

    Cashier Part Time

    BJ's Wholesale Club • Islandia, NY, US
    serp_jobs.job_card.part_time
    BJ's Wholesale Club is powered by more than 30,000 team members who make a real impact every day.Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Advisor - Suffolk Federal Credit Union

    Wealth Advisor - Suffolk Federal Credit Union

    LPL Financial • Islandia, NY, US
    serp_jobs.job_card.full_time
    LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Suffolk Federal Credit Union invit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Northport, New York, US
    serp_jobs.job_card.part_time +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sanitation Manager (Bay Shore)

    Sanitation Manager (Bay Shore)

    Water Lilies Food, LLC. • Bay Shore, NY, US
    serp_jobs.job_card.part_time
    Water Lilies Food, LLC is a private equity-backed manufacturer and distributor of premium Asian-inspired food.Established for 25 years, the company moved in 2020 to a new state-of-the-art facility ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Teller Part Time (20 Hours) Smithtown Branch

    Teller Part Time (20 Hours) Smithtown Branch

    Citigroup Inc • Smithtown, NY, United States
    serp_jobs.job_card.full_time +1
    The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new