First Line of Defense Marketing Specialist

FourLeaf Career•Bethpage, NY

8h•Hybrid

About The Position

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 First Line of Defense (FLOD) Specialist will report to the AVP FLOD and support the Marketing, Digital and Strategy Teams with their Risk and Compliance responsibilities. The FLOD Specialist will engage with the three lines of defense at FourLeaf as well as business line and product stakeholders to ensure all key First Line of Defense activities are completed accurately and on time. 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.

Requirements

Bachelor’s Degree preferred. Field of Study: marketing, business, others may be considered
2-3 years experience in a compliance roll or a combination of compliance and marketing experience
Proficient in Microsoft applications

Nice To Haves

Familiarity with financial services & marketing processes
Knowledge of or experience working with regulated products
Atlassian applications a plus

Responsibilities

Submit materials for legal and compliance review (using FourLeaf tools and applications to keep track of critical documentation) becoming familiar with regulatory requirements by product
Assist in annual policy and procedural reviews and updates
Work with cross-functional teams in the process of completing action plans for reportable events
Support internal and external audit requests, as needed
Aid in standard annual marketing material reviews and monitoring of key controls
Work with the Third-Party Risk Management Team for Marketing vendors
Provides broad-based support to the Marketing Team
Special projects as assigned