LMS Representative I Position Available In Nassau, New York

LMS Representative

I 4.1 4.1

out of 5 stars Baldwin, NY 11510 FourLeaf Federal Credit Union has a commitment to excellence and the highest standards of member service. Our values and beliefs are critical to the success and growth of the business and they were all created with a unique cultural foundation. Expected salary range for this position is $21.26 to $28.70

Responsibilities Include:

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. Maintain 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. Educate and assist 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 assisting to ensure that the teller and drive-up traffic is managed with limited wait times. 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. This includes, but is not limited to verifying currency, balancing 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.

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. 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 Experience Required 1 year(s): 1+ year of customer service and sales experience. Education Required High School or better

Licenses & Certifications Required Notary NMLS Skills Required Time Management Communication Verbal Organized Behaviors Required Enthusiastic:

Shows intense and eager enjoyment and interest

Detail Oriented:

Capable of carrying out a given task with all details necessary to get the task done well Motivations Required Ability to Make an

Impact:

Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities:

Inspired to perform well by the chance to take on more responsibility 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.