Loan and Member Services Representative I - Port Jefferson
FourLeaf Federal Credit Union · Port Jefferson Station, New York, US
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: hiri...
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 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. Responsible for meeting with members in person or over the phone to uncover financial needs, tailor products and services, share product knowledge, resolve member issues, and process all financial transactions with accuracy and efficiency. Partner with Specialists (FA’s, MLO’s and Business Banking RM’s) to connect members with experts for specialized financial needs. Core Contributions: 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. - Assess and identify the best possible lend...