Job Overview
Compensation
Hourly
Exact $28.85
Benefits
Medical insurance
Dental Insurance
Vision Insurance
Life insurance
Disability insurance
401(k) Plan
Paid Time Off
Job Description
FourLeaf Federal Credit Union (FourLeaf) is a reputable financial institution committed to enhancing the financial well-being of its members for over 80 years. With a robust portfolio that includes an array of competitive savings and loan products, FourLeaf serves as a reliable partner throughout its members' financial journeys. Whether assisting members in obtaining credit cards, closing mortgages, or opening their children’s first savings accounts, FourLeaf emphasizes delivering exceptional service and support. Recognized as an award-winning workplace, the credit union has earned prestigious accolades such as 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 community-focused credit union, FourLeaf fuels its vision to enrich lives—members, employees, and communities alike—by engaging actively in charitable giving and community development in New York and beyond. FourLeaf prioritizes creating a welcoming workplace that attracts incredible talent and fosters an inclusive environment where employees thrive and feel valued.
The role of Member Value Personal Banker (MVPB) at FourLeaf is pivotal to the branch’s success, revolving around developing and deepening member relationships while advocating for their best interests with tailored financial products and services. This position is designed for individuals passionate about member service excellence and driven by sales goals, as it directly impacts revenue generation through deposit and loan growth. The role includes a variable pay component tied to achievement of sales objectives, emphasizing both performance and member satisfaction. The MVPB is responsible for executing proactive outreach efforts to grow the member base and financial balances, carefully analyzing member needs, and cross-selling a variety of FourLeaf products like credit and debit cards, online and mobile banking, home equity loans, and business financing opportunities. Operations proficiency is essential, including managing account openings, loan processing, and conducting financial transactions with accuracy and adherence to banking regulations and policies.
In addition to sales and operational responsibilities, MVPBs serve as trusted advisors who ensure an exceptional member experience by providing personalized advice and managing member inquiries efficiently. They maintain high standards of professionalism, delivering prompt follow-ups and clear communications to sustain member trust. The position demands a high level of regulatory compliance, from participating in daily branch controls to detecting and reporting risks or fraud in line with Bank Secrecy Act and Anti-Money Laundering standards. Furthermore, the role supports branch and organizational goals by consistently meeting performance metrics and contributing to overall banking strategies.
The ideal candidate will be motivated, detail-oriented, and technologically adept, possessing a high school diploma or GED, a NYS Notary Public License, and an NMLS license. Prior experience in sales and service within financial services is crucial, alongside proficiency in PC, Windows, and Internet applications. FourLeaf offers a competitive hourly wage of $28.85 plus commission, reflecting the importance of this revenue-generating position. The credit union also provides a comprehensive benefits package that includes medical, dental, vision coverage, life and disability insurance, voluntary benefits, a 401(k) plan with employer match, wellness and reimbursement programs, and an annual performance-based bonus. Committed to employee well-being, FourLeaf fosters an engaging workplace with flexible work options, tuition and fitness reimbursement, volunteer opportunities, executive engagement sessions, social clubs, sports, food truck days, and more. This stimulating, member-centered role offers a unique blend of sales, service, and operational responsibilities in a community-oriented, award-winning financial institution dedicated to enriching lives and nurturing success.
The role of Member Value Personal Banker (MVPB) at FourLeaf is pivotal to the branch’s success, revolving around developing and deepening member relationships while advocating for their best interests with tailored financial products and services. This position is designed for individuals passionate about member service excellence and driven by sales goals, as it directly impacts revenue generation through deposit and loan growth. The role includes a variable pay component tied to achievement of sales objectives, emphasizing both performance and member satisfaction. The MVPB is responsible for executing proactive outreach efforts to grow the member base and financial balances, carefully analyzing member needs, and cross-selling a variety of FourLeaf products like credit and debit cards, online and mobile banking, home equity loans, and business financing opportunities. Operations proficiency is essential, including managing account openings, loan processing, and conducting financial transactions with accuracy and adherence to banking regulations and policies.
In addition to sales and operational responsibilities, MVPBs serve as trusted advisors who ensure an exceptional member experience by providing personalized advice and managing member inquiries efficiently. They maintain high standards of professionalism, delivering prompt follow-ups and clear communications to sustain member trust. The position demands a high level of regulatory compliance, from participating in daily branch controls to detecting and reporting risks or fraud in line with Bank Secrecy Act and Anti-Money Laundering standards. Furthermore, the role supports branch and organizational goals by consistently meeting performance metrics and contributing to overall banking strategies.
The ideal candidate will be motivated, detail-oriented, and technologically adept, possessing a high school diploma or GED, a NYS Notary Public License, and an NMLS license. Prior experience in sales and service within financial services is crucial, alongside proficiency in PC, Windows, and Internet applications. FourLeaf offers a competitive hourly wage of $28.85 plus commission, reflecting the importance of this revenue-generating position. The credit union also provides a comprehensive benefits package that includes medical, dental, vision coverage, life and disability insurance, voluntary benefits, a 401(k) plan with employer match, wellness and reimbursement programs, and an annual performance-based bonus. Committed to employee well-being, FourLeaf fosters an engaging workplace with flexible work options, tuition and fitness reimbursement, volunteer opportunities, executive engagement sessions, social clubs, sports, food truck days, and more. This stimulating, member-centered role offers a unique blend of sales, service, and operational responsibilities in a community-oriented, award-winning financial institution dedicated to enriching lives and nurturing success.
Job Requirements
- High school diploma or GED
- 2+ years sales and service experience
- NYS Notary Public License
- NMLS License
- proficiency with PC, Windows, and Internet
- ability to meet sales goals
- strong attention to detail
- excellent organizational skills
- superior member service skills
- effective communication skills
- good time management
Job Qualifications
- 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
- time management
Job Duties
- 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
- effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures
- assess and identify the best possible lending product for members
- perform all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions
- make sound decisions that adhere to all policies, procedures, and regulatory banking requirements
- identify red flags based on risk guidelines and refer escalations to supervisors when necessary
- 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
- 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
- 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
- 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
- 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
- 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
Job Criteria
Experience
No experience required
Job Location
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