LMS Representative II Job at Bethpage Federal Credit Union

Bethpage Federal Credit Union Baldwin, NY 11510

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.

Supervises LMS I staff and performs loan and member service activities (interviews, account openings, account maintenance, loans). Assist with managing the member flow of traffic and be able to function in the HT or Teller roles if necessary. Work closely with the HT to support and collaborate as needed.


Collaborate with the supervisory team to create, implement and manage sales and service models and tracking. This will lead to the development of staff with skills to recommend the best fit of products/services to grow deposits and loans, make referrals to business partners as necessary to deepen member relationships and find resolutions for member issues.


Work with the supervisory team to engage with the team to create a positive work environment where both the employee and member experiences are the main focus.


Assist the Assistant Branch Manager/Branch Manager with the following: Onboarding, coaching, training and development of staff; create and administer development plans, disciplinary actions and performance appraisals; communicate with staff to align with corporate strategies and goals.


Collaborate with supervisory team that checks and balances are in place to ensure effective utilization of all systems and applications to process the daily functions while maintaining efficiency, accuracy and in accordance with established policies and procedures. This includes assisting with managing branch controls and reconciliation’s to meet audit guidelines along with managing branch reports.


Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position.


Experience

Preferred
  • 1 - 3 years: Supervisory Experience
  • 1 - 3 years: Customer Service Industry
  • 1 - 3 years: Financial or sales experience

Education

Preferred
  • Associates or better



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