Loan and Member Services Representative I Job at Bethpage Federal Credit Union
Bethpage 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.
Bethpage Federal Credit Union mandates all new hires to be vaccinated against COVID-19. New hires must have received at least one dose of an FDA authorized or approved COVID-19 vaccine prior to start date, and must be fully vaccinated within 45 days of starting. Proof of vaccination will be required in the form of a vaccination card, showing dates and number of doses administered and testing twice a week will be required until fully vaccinated status has been achieved. Bethpage will consider requests for exemption from this policy as a reasonable accommodation where it can do so absent undue hardship, consistent with federal, state, and local law.
Responsibilities Include:
Effectively utilize systems to process financial transactions, account opening and maintenance, loans, referrals and problem resolution with accuracy and efficiency in accordance with established policies and procedures. Conduct member conversations to fully identify member needs.
Follow dual control procedures in opening and closing of vault, ATM, and branch. Maintain minimum of cash in draw to ensure compliance with security/safety measures.
Participate and assist in supporting branch, Retail Banking and Organizational goals.
Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) ad Office of Foreignn Asset Control (OFAC) regulatory requirements as it relates to this positions. Example: Accurate CTR reporting, Wire Transfers, CIP, etc.
Flexible to travel to and work in other branches based on business need; Ability to work a flexible
schedule.
Experience
Preferred- Must be able to attend full time training for 5 weeks, M-F 9-5.
Education
Required- High School or better
- Bachelors or better
Licenses & Certifications
Preferred- Notary
- NMLS
Skills
Preferred- Consumer Lending
- Communication Written
- Sales
- Service Delivery
Behaviors
Preferred- Team Player: Works well as a member of a group
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
Preferred- Peer Recognition: Inspired to perform well by the praise of coworkers
- Self-Starter: Inspired to perform without outside help
- Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
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