Current jobs related to Member Value Personal Banker - Port Washington, New York - FourLeaf Federal Credit Union

  • Relationship Banker

    6 hours ago

    Port Chester, New York, United States USALLIANCE Financial Full time $22 - $27

    About Us:At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.About...

  • Stretch Service Provider/Personal Trainer

    2 hours ago

    Port Washington, New York, United States Massage Envy Full time

    Massage Envy - Urgent Personal Trainer/Stretch Service Provider NeededAre you looking for a dynamic work environment where you can truly make a difference in people's lives? Do you want to be part of a team that values your skills and passion for wellness? If you answered 'yes', then this opportunity is for youAt Massage Envy, we believe that total body care...

  • Group Fitness Personal Trainer

    4 hours ago

    Port Chester, New York, United States AWG Full time

    Benefits:Free F45 MembershipEmployee discountsFlexible scheduleFree uniformsHOW ARE WE DIFFERENT?  Benefits are very important to us. We are constantly looking for ways to increase our benefit package to attract and retain top candidates. Flexible scheduleWorkout for freeFitness casual dress - F45 uniform providedPassionate, fun, and collaborative work...

  • tem member

    4 hours ago

    Port Chester, New York, United States Michaels Full time

    Store - PORT CHESTER, NYDeliver friendly customer service, help customers shop our store, and find what they're looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading and merchandise duties throughout the store including maintaining store recovery standards to deliver our Brand Promises.Help customers...

  • tem member

    8 hours ago

    Port Chester, New York, United States Michaels Stores Full time

    Store - PORT CHESTER, NYDeliver friendly customer service, help customers shop our store, and find what they're looking for. Ensure all customers receive a fast and friendly checkout experience. Complete truck unloading and merchandise duties throughout the store including maintaining store recovery standards to deliver our Brand Promises.Help customers...

  • Child Care Teacher

    21 minutes ago

    Port Washington, New York, United States YMCA of West Bend Full time

    Monday to Friday schedule between 6:00 a.m. - 6:00 p.m.Free YMCA Membership; Child Care & Program DiscountsPaid Training, Retirement Package POSITION SUMMARY:Under the direction of the Childcare Director, the Teacher or Assistant Teacher is responsible for implementing the daily activities in the Early Childhood Education programs for the Kettle Moraine...

  • Group Home Assistant Manager

    8 hours ago

    Port Washington, New York, United States Lensa Full time

    Lensa is a career site that helps job seekers find great jobs in the US. We are not a staffing firm or agency. Lensa does not hire directly for these jobs, but promotes jobs on LinkedIn on behalf of its direct clients, recruitment ad agencies, and marketing partners. Lensa partners with DirectEmployers to promote this job for Center for Humanistic Change of...

  • Head Trainer

    3 hours ago

    Port Washington, New York, United States F45 Training CP006614 Full time

    Our F45 family is looking for an energetic, knowledgeable, and charismatic Head Trainer. F45 Trainers play a fundamental role within the team and company culture as they lead our classes, working closely with each individual member providing the ultimate F45 experience. As an F45 Head Trainer, you will manage the team of full-time and part-time trainers as...

  • Field Nurse

    4 hours ago

    Port Washington, New York, United States ConcertoCare Full time

    Full-time Description Licensed Practical Nurse - Nassau CountyYearly continuing education allowanceMedical, Dental, Vision and 401kCompetitive salary and bonus program15 days of PTO11 paid holidays yearlyGrow a relationship with your patientsWork in your communityOur Mission: At ConcertoCare, we believe seniors and older adults with complex care needs...

  • BFWC Care Manager

    7 hours ago

    Port Washington, New York, United States Center For Family Services Full time

    Sign-on BonusTake advantage of our new sign-on bonus Center for Family Services is a place where you can be part of a dynamic, top workplace team dedicated to improving lives. When you apply and get hired, you are eligible for $250.Location: Washington, NJJob Type/Status: Part-timeProgram Summary: Better Future Wellness Center is a peer-run, peer-operated...

Member Value Personal Banker

2 hours ago

Port Washington, New York, United States FourLeaf Federal Credit Union Full time

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. Monday to Saturday availability required.

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 , 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.