Floating LMS Representative I - Northern

Full Time
Bethpage, NY 11714
Posted
Job description

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.


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.



Experience

Preferred
  • 1 year(s): 1+ years of financial experience or equivalent sales experience

Education

Required
  • High School or better

Licenses & Certifications

Preferred
  • Notary
  • NMLS

Skills

Preferred
  • Multi-tasking
  • Communication Written
  • Collaborative

Behaviors

Preferred
  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
  • Team Player: Works well as a member of a group

Motivations

Preferred
  • Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
  • Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

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