Loan and Member Service Representative II
4 days ago
Expected salary range for this position is $58,500.00 to $62,866.00 annually.
Responsibilities Include:
Leadership
- Embrace a culture of change, agility, inclusiveness, and innovation that aligns to Retail and the organization's vision and strategic goals.
- 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.
Operations
- Manage the day-to-day operations of the platform unit and at times the teller unit. This includes monitoring appropriate cash levels, daily proof, member escalations and supervisory risk assessment for member transactions.
- Ensure that the branch representatives effectively process transactions by utilizing Bethpage systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts. Lending responsibilities include submitting applications, disbursements, maintenance, and loan closings including for Home Equity products. IRA's, NYS Notary, resolving member issues and performing all financial transactions including teller transactions.
- 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. Ex: making determinations for check holds while adhering to funds availability policy.
- May act in the capacity of the Head Teller/Teller when necessary or as the lead supervisor based on branch needs.
Employee Experience
- 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. This may include creating development plans, performance improvement plans, and disciplinary actions as needed.
- 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. Which includes:
- Making sound recommendations for products and services. This includes referring members to business partners.
- Analyzing/researching account/loan data and resolving issues.
- Conducting interactions that includes professionalism, accuracy and timely follow up.
- Work with the team to have the ability to communicate with members to share knowledge and information.
- Features and benefits of products and services.
- Technology and self-service options.
- Marketing promotions.
- Business partner services.
- Contribute to the management of the branch traffic flow with lobby management. This includes welcoming members, checking in members waiting for platform services, and at times assisting to ensure that the teller and drive-up traffic are managed with limited wait times.
- Collaborate with the supervisory team in maintaining branch controls. This includes, but is not limited to branch self-audits, reconciliations, daily proof, daily reports, verifying currency, balancing individual cash box/cash recyclers (TCR), CTR's and SAR's.
- Adheres to policies, procedures, and banking regulations.
- Identifies and manages emerging risks and fraud trends to minimize exposure to members and Bethpage.
- Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
Strategy
- 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.
-
Customer Service Representative II
4 weeks ago
York Harbor, Maine, United States Partners Bank Full time**Job Summary**We are seeking a highly skilled and motivated Customer Service Representative II to join our team at Partners Bank. In this role, you will be responsible for providing exceptional customer service to our clients while selling and servicing deposit and consumer loan products.The ideal candidate will have two or more years of experience in...
-
Loan Administrator II
2 weeks ago
New York, United States City National Bank Full timeLOAN ADMINISTRATOR II WHAT IS THE OPPORTUNITY? Provides loan documentation support to Commercial Banking Relationship Managers and Credit Officers in facilitating loan preparation and documentation activities. Serves as a liaison with lending team, City Loan Center (CLC), and legal to ensure all loans are documented to fully protect the Bank's interests in...
-
Member Service Representative
6 days ago
New York, United States Municipal Credit Union Full timeAbout MCU:At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 500,000 individuals....
-
Clinic Service Representative II
3 months ago
New Brunswick, United States Rutgers University Full timeRutgers, The State University of New Jersey, is seeking a Clinic Services Representative II for the Surgery Clinic at the Robert Wood Johnson Medical School. The RWJMG Clinical Services Representative II performs administrative tasks as assigned to s Clinic, Representative, Service, Retail, Education, Patient
-
Financial Services Representative
2 days ago
New Hartford, United States OneMain Financial Full timeFinancial Services Representative - Loan SpecialistWe are seeking a Financial Services Representative - Loan Specialist to empower our customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.About the RoleThis role is responsible for delivering results related to individual and branch sales...
-
Member Services Representative
7 months ago
New York, United States Metropolitan Jewish Health System Full timeOverview: The challenges of affordable healthcare continue to create new opportunities. Elderplan and HomeFirst, our Medicare and Medicaid managed care health plans, are outstanding examples of how we are expanding services in response to our patients' and members' needs. These high-quality healthcare plans are designed to help keep people independent and...
-
Medicare Sales Representative II
2 weeks ago
New York, United States MetroPlusHealth Full timeJob DescriptionJob DescriptionEmpower. Unite. Care.MetroPlusHealth is committed to empowering New Yorkers by uniting communities through care. We believe that Health care is a right, not a privilege. If you have compassion and a collaborative spirit, work with us. You can come to work being proud of what you do every day.About NYC Health +...
-
Medicare Sales Representative II
2 weeks ago
New York, United States MetroPlusHealth Full timeEmpower. Unite. Care.MetroPlusHealth is committed to empowering New Yorkers by uniting communities through care. We believe that Health care is a right, not a privilege. If you have compassion and a collaborative spirit, work with us. You can come to work being proud of what you do every day.About NYC Health + HospitalsMetroPlusHealth provides the highest...
-
Medicare Sales Representative II
2 weeks ago
New York, United States MetroPlusHealth Full timeJob DescriptionJob DescriptionEmpower. Unite. Care.MetroPlusHealth is committed to empowering New Yorkers by uniting communities through care. We believe that Health care is a right, not a privilege. If you have compassion and a collaborative spirit, work with us. You can come to work being proud of what you do every day.About NYC Health +...
-
Financial Services Representative
4 weeks ago
New Hyde Park, New York, United States Maspeth Federal Savings & Loan Assn Full timeJob Title: Financial Services RepresentativeAbout the Role:We are seeking a highly skilled Financial Services Representative to join our team at Maspeth Federal Savings & Loan Assn. As a Universal Banker, you will be responsible for providing exceptional customer service, creating a welcoming environment, and delivering financial solutions to meet customers'...
-
Customer Service Representative II
7 days ago
New York, United States Weill Cornell Medical College Full timeTitle: Customer Service Representative II Location: Upper East Side Org Unit: GI Metabalic Surgery Work Days: Weekly Hours: 35.00 Exemption Status: Non-Exempt Salary Range: $25.27 - $28.24 *As required under NYC Human Rights Law Int 1208-2018 - Salary range for this role when Hired for NYC Offices **Position Summary** Under direct supervision and...
-
Member Services Representative
6 days ago
New York, United States MJHS Full timeReq #: 2559 Job ID: 14081 Job Location: New York, NY Zip Code: 10041 Category: Customer Service Agency: Elderplan Status: Regular Full-Time Office: Remote Salary: $38,545.53 - $48,181.92 per year The challenges of affordable healthcare continue to create new opportunities. Elderplan and HomeFirst, our Medicare and Medicaid managed care health plans,...
-
Customer Service Representative II
4 weeks ago
New York, New York, United States RemoteOnline Full timeKey ResponsibilitiesAs a Data Control Clerk II, your primary duties will include answering telephone lines for our Support Services Call Center, dispatching services to respond to callers, and entering data into our TMS system. You will also process emergency notification requests, activate pagers, and initiate emergency codes as needed.In addition to these...
-
Customer Service Representative II
3 weeks ago
New York, New York, United States RemoteOnline Full timeJob SummaryWe are seeking a Data Control Clerk II to join our team at RemoteOnline. As a Data Control Clerk II, you will be responsible for providing exceptional customer service to our clients through our Support Services Call Center. This role involves answering phone calls, dispatching services, and entering data into our TMS system.Duties and...
-
Member Services Representative
5 months ago
New York, United States Amida Care Full timeAmida Care, the largest Medicaid HIV Special Needs Plan in NY, delivers a uniquely effective care model that has become a true benchmark for innovation, engagement and member health outcomes. Our mission is to provide access to comprehensive care and coordinated services that facilitate positive health outcomes and general well-being for our members. This...
-
Global Member Services Representative
2 weeks ago
New York, New York, United States ASCAP Full timeAbout the JobThe ASCAP Global Member Services Representative provides exceptional customer service to members via telephone, email, and online account management system. This role ensures that writers, publishers, and internal partners receive the best possible experience.Key ResponsibilitiesProvide top-notch customer service to ASCAP's writer and publisher...
-
Financial Service Representative
2 weeks ago
New York, United States Municipal Credit Union Full timeJob OverviewWe are seeking an experienced and customer-focused individual to join our team as a Member Service Representative. This role is responsible for delivering exceptional service to our members, providing financial guidance, and promoting our products and services.About Municipal Credit UnionMunicipal Credit Union (MCU) is a leading financial...
-
Sales Representative II
2 weeks ago
New York, United States MetroPlusHealth Full timeJob DescriptionJob DescriptionEmpower. Unite. Care.MetroPlusHealth is committed to empowering New Yorkers by uniting communities through care. We believe that Health care is a right, not a privilege. If you have compassion and a collaborative spirit, work with us. You can come to work being proud of what you do every day.About NYC Health +...
-
Sales Representative II
2 weeks ago
New York, United States MetroPlusHealth Full timeEmpower. Unite. Care.MetroPlusHealth is committed to empowering New Yorkers by uniting communities through care. We believe that Health care is a right, not a privilege. If you have compassion and a collaborative spirit, work with us. You can come to work being proud of what you do every day.About NYC Health + HospitalsMetroPlusHealth provides the highest...
-
Sales Representative II
2 weeks ago
New York, United States MetroPlusHealth Full timeJob DescriptionJob DescriptionEmpower. Unite. Care.MetroPlusHealth is committed to empowering New Yorkers by uniting communities through care. We believe that Health care is a right, not a privilege. If you have compassion and a collaborative spirit, work with us. You can come to work being proud of what you do every day.About NYC Health +...