Financial Services Representative I

2 weeks ago


Bethpage, New York, United States Bethpage Full time
Company Overview: Bethpage is dedicated to delivering exceptional service and maintaining the highest standards in member relations. Our core values and beliefs are fundamental to our success and growth, built upon a unique cultural foundation.

Salary Information: The anticipated salary for this role is $24.38 per hour.

Key Responsibilities:

Operational Duties:
  • Efficiently execute transactions using Bethpage systems, adhering to established protocols. This includes managing account openings and maintenance for various account types such as consumer, business, and fiduciary accounts.
  • Evaluate and recommend suitable lending products for members, ensuring a comprehensive understanding of product features and benefits while managing applications and disbursements.
  • Conduct all financial transactions, including teller operations and processing of deposits, ensuring accuracy and compliance.
  • Make informed decisions that comply with all banking policies and regulations, including managing check holds according to funds availability guidelines.
  • Recognize potential risks and escalate issues to supervisors as necessary.
Member Engagement:
  • Act as a trusted advisor, employing a consultative sales approach to enhance branch market growth.
  • Provide sound recommendations for products and services that meet member needs, including referrals to business partners to strengthen member relationships.
  • Deliver outstanding member experiences by building relationships, identifying needs, and resolving issues effectively.
  • Maintain high levels of member satisfaction, aligning with Bethpage's standards of professionalism and timely follow-up.
  • Communicate effectively with members to share insights on promotions and services offered by business partners.
  • Educate members on technology and self-service options to improve their banking experience.
  • Assist in managing lobby traffic by welcoming members and ensuring efficient service delivery.
Compliance Responsibilities:
  • Support branch operations by participating in opening and closing procedures, daily reporting, and audit tasks.
  • Maintain accurate reconciliations and reports, including currency verification and balancing cash boxes.
  • Stay informed and comply with all banking policies and regulations.
  • Identify emerging risks and fraud trends to protect both members and Bethpage.
  • Adhere to all aspects of the Bank Secrecy Act and Anti-Money Laundering regulations.
Strategic Contributions:
  • Contribute to the overall success of the branch and organization by meeting or exceeding performance goals.
  • Enhance sales conversations to foster member relationships and drive deposits and loans.
Technical Skills: Proficient in PC, Windows, and Internet applications.

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