Member Value Personal Banker - Glen Cove

FourLeaf Career • Glen Cove, NY

5d

About The Position

The Member Value Personal Banker contributes to branch success by proactively identifying ways to deepen and grow member relationships. The role prioritizes members’ best interests and recommends FourLeaf products and services that can provide value. It is a revenue-producing position with variable pay tied to goal attainment, and its work supports the growth of deposits and loans in the branch’s market. The banker is accountable for performance goals, makes sound product recommendations, and processes financial transactions accurately and efficiently. Availability Monday through Saturday is required.

The position combines consultative sales, account and loan servicing, transaction processing, member support, and compliance. The banker develops relationships with members and prospects, refers members to internal partners, provides guidance on banking products and technology, and follows applicable policies, procedures, and regulatory requirements.

Requirements

• High school diploma or GED.
• At least 2 years of demonstrated sales and service success.
• New York State Notary Public License.
• NMLS License.
• Proficiency with PCs, Windows, and the Internet.
• Ability to meet sales goals.
• Strong attention to detail and organizational skills.
• Superior member service skills.
• Excellent communication and time-management skills.

Responsibilities

• Proactively contact members and prospects and use consultative needs discovery to achieve sales goals.
• Meet deposit unit and dollar sales goals and other monthly, quarterly, and annual sales goals.
• Carry out proactive activities to grow membership, loan balances, and deposit balances.
• Partner with the assigned FourLeaf Financial Group Advisor to arrange appointments addressing members’ investment needs.
• Work with the Business Banking team to develop and acquire business relationships.
• Identify opportunities for auto, home equity, business, and residential loans.
• Cross-sell appropriate products and services, including direct deposit, credit and debit cards, and online and mobile banking.
• Process transactions accurately using FourLeaf systems and established policies and procedures.
• Open and maintain consumer, business, and fiduciary accounts, including estate, trust, guardianship, and IRA accounts; provide notary services if applicable.
• Assess lending needs and recommend appropriate products; submit applications and complete disbursements, maintenance, and closings for loan products, including home equity products.
• Perform financial and teller transactions, including Speed Deposit and Night Drop transactions if applicable.
• Make decisions consistent with policies, procedures, and banking regulations, including check-hold determinations under the funds availability policy.
• Identify risk indicators and refer escalations to supervisors when necessary.
• Build trusted member relationships using a consultative approach and make recommendations that benefit members, including referrals to business partners.
• Provide high-quality member experiences by identifying needs, researching account or loan data, resolving issues, and following up professionally, accurately, and promptly.
• Communicate information about promotions and services offered by business partners.
• Educate and assist members with technology and self-service options to support omnichannel banking.
• Support lobby management by welcoming members and checking in those waiting for platform services.
• Participate in branch opening and closing procedures, daily reporting, audit tasks, and dual-control activities.
• Maintain required controls, reconciliations, and reports, including currency verification, balancing cash boxes and cash recyclers, and completing daily reports, CTRs, and SARs.
• Stay current with and comply with policies, procedures, banking regulations, the Bank Secrecy Act, anti-money-laundering requirements, and Office of Foreign Assets Control requirements.
• Identify emerging risks and fraud trends to reduce exposure for members and FourLeaf.
• Contribute to individual, branch, regional, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics.
• Continually improve sales conversations to build member relationships and grow deposits and loans.

Benefits

• Medical, dental, and vision coverage.
• Life and disability insurance.
• Voluntary benefit programs.
• 401(k) plan with employer match.
• Reimbursement and wellness programs.
• Annual performance-based bonus.
• Tuition and fitness reimbursement programs.
• Flexible work options.
• Volunteer opportunities.
• Clubs, sports, and social events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED