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About the Role

The LMS I contributes to the success of the branch by delivering exceptional member experiences, fostering long-lasting relationships, and using financial knowledge to offer thoughtful solutions to address member needs. This role involves processing financial transactions, partnering with specialists, and uncovering member needs through in-person or phone interactions.

Responsibilities

• Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures.
• Open and maintain consumer, business, and fiduciary accounts.
• Assess and identify the best possible lending product for members.
• Submit applications, complete disbursements, maintenance, and closings for all loan products.
• Perform all financial transactions including teller transactions and processing Speed Deposit and Night Drop transactions.
• Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements.
• Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
• Act as 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.
• Refer 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.
• Maintain high member satisfaction that aligns to FourLeaf’s expectations including professionalism, accuracy, and timely follow up with members.
• Communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
• Educate and assist members with technology and self-service options to enhance the omnichannel experience.
• Contribute to lobby management by welcoming members, checking in members waiting for platform services, and assisting to manage teller and drive-up traffic.
• Support the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control.
• Maintain controls, reconciliations and reports as needed or required.
• Verify currency, balance individual cash box/cash recyclers (TCR), daily reports, CTR’s, SAR’s.
• Stay abreast and adhere to policies, procedures, and banking regulations.
• Identify emerging risks and fraud trends to minimize exposure to members and FourLeaf.
• Comply with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
• 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.

Requirements

• High School Diploma or GED.
• 1+ year of customer service and sales experience.
• NYS Notary Public license within 6 months.
• National Mortgage Licensing System within 3 months.
• PC, Windows, and Internet proficiency.

Skills

• Spanish Speaking preferred
• Financial knowledge
• Consultative sales approach
• Risk assessment
• Communication

Location

• Onsite

Work Type

• Full-time

Experience Level

• 1+ year

Education Level

• High School Diploma or GED

Salary/Compensations

• $21.78 - $25.59 per hour

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Life insurance
• Disability insurance
• Voluntary benefit programs
• 401(k) plan with employer match
• Reimbursement programs
• Wellness programs
• Annual performance-based bonus
• Tuition reimbursement programs
• Fitness reimbursement programs
• Flexible work options
• Volunteer opportunities
• Executive “Water Cooler Chats”
• Clubs, sports, and social events
• Food truck days

About the Company

• FourLeaf Federal Credit Union has been committed to the financial well-being of its members for over 80 years.
• Offers a full range of competitive savings and loan products.
• Vision is to enrich the lives of its members, employees, and communities.
• Integral community partner through charitable giving and community development programs in New York and beyond since 2002.
• Award-winning place to work.
• Recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.

Equal Opportunity

• FourLeaf Federal Credit Union is committed to providing equal employment opportunities.