Talent.com
Member Value Personal Banker - Smithtown

Member Value Personal Banker - Smithtown

BethpageSmithtown, NY, United States
1 day ago
Job type
  • Full-time
Job description

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.

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 2024-2025, 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.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

    Create a job alert for this search

    Personal Banker • Smithtown, NY, United States

    Related jobs
    • Promoted
    Citizens Banker

    Citizens Banker

    CitizensMILFORD, Connecticut, United States
    Full-time
    They devote their time getting to know their customers and building lasting relationships by providing trusted advice.Are you outgoing? Do you get satisfaction out of helping others and offering so...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Trainer, Greenwich, CT

    Personal Trainer, Greenwich, CT

    EquinoxStamford, CT, US
    Full-time
    As an Equinox personal trainer your career becomes an empowered lifestyle founded on maximizing both your personal and client performance. Under the guidance of two dedicated managers you will devel...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Partner Asset Management Rewards

    Associate Partner Asset Management Rewards

    AonNorwalk, CT, United States
    Full-time +1
    Aon is looking for a Associate Partner - Data Consulting.As part of Aon's Human Capital practice, you will help empower results for financial services clients by delivering financial services compe...Show moreLast updated: 30+ days ago
    • Promoted
    Manager, Luxury Personal Shopper

    Manager, Luxury Personal Shopper

    Bloomingdale'sGarden City, NY, US
    Full-time
    Bloomingdale’s has pushed boundaries, defined trends and made style a source of joy and personal expression for 150 years. Ask anyone who works here the secret to our longevity, and you’...Show moreLast updated: 27 days ago
    • Promoted
    Member Value Personal Banker - Bethpage

    Member Value Personal Banker - Bethpage

    BethpageBethpage, NY, United States
    Full-time
    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.The Member...Show moreLast updated: 1 day ago
    • Promoted
    Member Value Personal Banker - Centereach

    Member Value Personal Banker - Centereach

    BethpageCentereach, NY, United States
    Full-time
    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.The Member...Show moreLast updated: 1 day ago
    • Promoted
    Senior Wealth Advisor

    Senior Wealth Advisor

    Goodwin RecruitingGreenwich, CT, US
    Full-time
    Senior Wealth Advisor Responsibilities : .Develop and manage relationships with high-net-worth clients while cultivating new business opportunities. Provide comprehensive financial planning across inv...Show moreLast updated: 25 days ago
    • Promoted
    Share Your Opinions. Earn Rewards.

    Share Your Opinions. Earn Rewards.

    Opinion EdgeDanbury, CT, US
    Full-time
    Join Opinion Edge today and get paid for your insights! Take short surveys on the topics that matter to you and earn rewards for every completed survey. Sign up now and start turning your voice into...Show moreLast updated: 4 days ago
    • Promoted
    Relationship Banker I (PT)

    Relationship Banker I (PT)

    Cathay Bank - HeadquartersQueens, NY, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Part Time Bakery Team Member (Service Counter)

    Part Time Bakery Team Member (Service Counter)

    Whole Foods MarketCommack, NY, US
    Part-time
    A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet.That means improving...Show moreLast updated: 30+ days ago
    • Promoted
    Team Member

    Team Member

    Arby'sDanbury, CT, US
    Part-time
    Think about it you and us? Sounds like it could be a match made in the meat heavens.Shift meal discount and family dining discount •. Best in Class Training & Continuous Learning.Journey Wellbeing S...Show moreLast updated: 30+ days ago
    • Promoted
    Member Value Personal Banker - Ronkonkoma

    Member Value Personal Banker - Ronkonkoma

    BethpageRonkonkoma, NY, United States
    Full-time
    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.The Member...Show moreLast updated: 6 days ago
    • Promoted
    Member Value Personal Banker - Elmont

    Member Value Personal Banker - Elmont

    BethpageElmont, NY, United States
    Full-time
    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.The Member...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Advisor

    Relationship Advisor

    Hudson Valley Credit UnionCarmel, NY, United States
    Full-time
    Hudson Valley Credit Union is recruiting for the position of Relationship Advisor.Primary Function : provide highest level member service through efficient, accurate transaction processing and apply...Show moreLast updated: 30+ days ago
    • Promoted
    Region Relationship Advisor

    Region Relationship Advisor

    Hudson Valley Credit UnionCarmel, NY, United States
    Full-time
    Provide highest level member service through efficient, accurate transaction processing and applying a consultative needs-based sales approach, focused on establishing new member relationships, and...Show moreLast updated: 30+ days ago
    • Promoted
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance BuzzWading River, New York, US
    Part-time +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...Show moreLast updated: 29 days ago
    • Promoted
    Financial Advisor - Partner

    Financial Advisor - Partner

    JobotHuntington, NY, US
    Full-time
    Financial Advisor - Partner / Transferrable Book / Better earning potential, great support around you.This Jobot Job is hosted by : Joseph Sipocz. Are you a fit? Easy Apply now by clicking the "Apply...Show moreLast updated: 30+ days ago
    • Promoted
    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!

    DynataLake Grove, NY, US
    Full-time
    Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show moreLast updated: 4 days ago