Loan and Member Service Representative II
2 weeks ago
Bethpage is seeking a highly skilled Loan and Member Service Representative II to join our team. As a key member of our branch, you will be responsible for providing exceptional member service and loan solutions to our valued customers.
Key ResponsibilitiesLeadership- Embody a culture of change, agility, and innovation, aligning with Retail and organizational vision and strategic goals.
- Collaborate with the supervisory team to set clear objectives for the branch and each employee, monitoring progress and tracking results.
- Promote a balance between employee and member experience by engaging with the team to support a positive environment.
- Inspire others to grow and develop to build bench strength.
- Manage day-to-day operations of the platform unit and at times the teller unit, including monitoring cash levels, daily proof, member escalations, and supervisory risk assessment for member transactions.
- Ensure branch representatives effectively process transactions using Bethpage systems in accordance with established policies and procedures.
- Demonstrate a strong working knowledge of operational procedures and policies to assist with complex tasks and situations.
- Guide LMS and teller teams to make sound decisions adhering to all policies, procedures, and regulatory banking requirements.
- 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.
- Develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs, and making beneficial recommendations.
- Analyze/research account/loan data and resolve issues.
- Conduct interactions with professionalism, accuracy, and timely follow-up.
- Work with the team to communicate with members to share knowledge and information.
- Collaborate with the supervisory team in maintaining branch controls, including branch self-audits, reconciliations, daily proof, daily reports, and verifying currency.
- Adhere to policies, procedures, and banking regulations.
- Identify and manage emerging risks and fraud trends to minimize exposure to members and Bethpage.
- 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.
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