Loan and Member Service Representative II

2 weeks ago


New Hyde Park, New York, United States Bethpage Full time
Job Summary

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.
Operations
  • 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.
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.
Member Experience
  • 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.
Compliance
  • 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.
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.


  • New Hyde Park, New York, United States Bethpage Full time

    Job SummaryBethpage is seeking a highly skilled and experienced 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 experiences, managing day-to-day operations, and driving business growth.Key ResponsibilitiesLeadershipEmbody a culture of change, agility, and...


  • New Hyde Park, New York, United States Northwell Health Full time

    Job Title: Patient Services Assistant IINorthwell Health is seeking a highly skilled and detail-oriented Patient Services Assistant II to join our team. As a key member of our healthcare team, you will be responsible for providing exceptional patient care and administrative support to our patients and staff.Key Responsibilities:Perform a variety of clerical...


  • New York, New York, United States TEKsystems Full time

    Job Title: Customer Service Representative IIWe are seeking a highly skilled Customer Service Representative II to join our team at TEKsystems. As a key member of our support team, you will be responsible for providing exceptional customer service to our clients, resolving technical issues, and promoting the use of our data processing services.Key...


  • New Hartford, New York, United States First Source Fed Cr Union Full time

    Job DescriptionFirst Source Federal Credit Union is seeking a highly motivated and detail-oriented Member Service Representative I to join our team. As a Member Service Representative I, you will be responsible for providing exceptional member service, processing transactions, and maintaining accurate records.Key Responsibilities:Process member transactions,...


  • New Hyde Park, New York, United States Domino's Pizza LLC Full time

    Domino's Pizza LLC Job OpportunityAbout the Role:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our front-of-house team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key Responsibilities:Greet...


  • New Hyde Park, New York, United States U-Haul Full time

    Customer Service Representative Job DescriptionU-Haul is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their...


  • New Hyde Park, New York, United States Summit Health Full time

    About the RoleWe are seeking a highly skilled and organized Patient Service Representative to join our team at Summit Health. As a Patient Service Representative, you will play a critical role in ensuring the smooth operation of our medical office, providing exceptional patient care and support to our patients and healthcare team.Key ResponsibilitiesProvide...


  • New York, New York, United States Demo - Maximus Full time

    About the PositionWe are seeking a highly motivated and detail-oriented Customer Service Representative II to join our team in Cattaraugus and Allegany Counties. As a key member of our outreach team, you will be responsible for conducting face-to-face and virtual outreach and enrollment services to New York Medicaid recipients.Key Responsibilities:Conduct...


  • New Hyde Park, New York, United States Nexeo Staffing Full time

    Job Title: Consumer Experience RepresentativeWe are seeking a highly skilled and customer-focused Consumer Experience Representative to join our team at Nexeo Staffing. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers via phone, email, and chat.Key Responsibilities:Serve as the primary...


  • New York, New York, United States NYC Health Hospitals Full time

    Job SummaryWe are seeking a highly skilled and experienced Customer Service Representative II to join our team at NYC Health + Hospitals. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and issues in a timely and professional manner.Key...


  • New York, New York, United States Municipal Credit Union Full time

    About Municipal Credit UnionMunicipal Credit Union is a leading financial institution that has been serving its members for over 100 years. We pride ourselves on providing affordable financial products and convenient services to our membership base of over 500,000 individuals.About the JobAs a Member Service Representative, you will play a critical role in...


  • New Hyde Park, New York, United States Ridgewood Full time

    Job SummaryRidgewood seeks a skilled Commercial Real Estate Loan Underwriter to join our team. As a key member of our commercial lending department, you will be responsible for analyzing and underwriting new commercial real estate loans in accordance with our lending guidelines.Key ResponsibilitiesAnalyze and underwrite new commercial real estate loans,...


  • New York, New York, United States Americu Credit Union Full time

    About the RoleAmeriCU Credit Union is seeking a highly skilled Member Service Representative to join our team. As a key member of our Financial Center team, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and promoting our credit union's products and services.Key ResponsibilitiesProvide...


  • New Hyde Park, New York, United States Stop & Shop Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented individual to join our team as a Customer Service Representative. As a key member of our retail operations team, you will play a vital role in ensuring the smooth operation of our stores.Key Responsibilities• Provide exceptional customer service, responding to customer inquiries and resolving...


  • Hyde Park, New York, United States Restore Hyper Wellness Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Front Desk Staff member at Restore Hyper Wellness. As a key member of our team, you will be responsible for delivering exceptional customer service and ensuring a positive experience for our clients.ResponsibilitiesGreeting and Assisting Clients: Greet clients...


  • Hyde Park, New York, United States Restore Hyper Wellness Full time

    Job SummaryWe are seeking a highly motivated and passionate individual to join our team as a Front Desk Staff member at Restore Hyper Wellness. As the face of our location, you will play a vital role in delivering an exceptional customer experience and helping our clients achieve their health and wellness goals.ResponsibilitiesProvide exceptional customer...


  • New Hyde Park, New York, United States All Service Equipment Corp. Full time

    Job DescriptionWe are seeking a highly skilled and customer-focused Call Center Customer Service / Dispatcher to join our team at All Service Equipment Corp. This is a full-time position that requires in-office work, Monday through Friday, 8am-5pm.Key Responsibilities:Provide exceptional customer service via phone, email, chat, or text, ensuring timely and...


  • New York, New York, United States Fidelity Information Services Full time

    Job DescriptionWe are seeking a highly skilled Client Services Product Support Representative - Loans to join our team at Fidelity Information Services. As a key member of our Client Care team, you will play a critical role in delivering exceptional support to our clients and ensuring their satisfaction with our services.Key Responsibilities:Provide timely...


  • New Hyde Park, New York, United States Peter Mathison - State Farm Agency Full time

    Job OpportunityPeter Mathison - State Farm Agency, located in New Hyde Park, NY, is seeking a skilled and caring professional to fill the role of Customer Service Representative. This position focuses on delivering exceptional customer service for a well-established State Farm Agent.This is an excellent opportunity for individuals with a talent for customer...


  • New Hyde Park, New York, United States POWER-FLO TECHNOLOGIES, INC Full time

    Customer Service RepresentativeUS Energy Group, a Power-Flo Technologies company, is seeking a highly organized and outgoing individual for an entry-level customer service position. This role is Monday to Friday, 8 AM - 5 PM, with a competitive benefits package and opportunities for growth.Key Responsibilities:Answer incoming phone calls and communicate with...