Individual requires an ability to communicate effectively with prospective and current Members and to represent the credit union in a positive and professional manner. Identifies solutions for Members' financial needs by being knowledgeable about the Credit Union's products and services. Responsible for various file maintenance and posting procedures, communicating with Members on problems that may arise, and performing various other support functions within the department.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform all Member Operations duties as required, such as but not limited to, posting ACH and Share Drafts, Ach origination, posting to G/L accounts, creating and updating spreadsheets, Plastic Card issues, issuing letters to, and for Members, analyzing reports, Levies and Subpoenas, reconciling Branch Operations, Cash Letters, and performing Wire Services.
Address disputed items in a timely manner. Ensuring that processes and files comply with NACG and other related regulations.
Provide Members with courteous, professional, prompt, and accurate service.
Responds in a professional manner to Members' inquiries, requests, or problems.
Maintain an up-to-date and thorough knowledge of all credit union products and services.
Identifies solutions for Members' financial needs by promoting and referring appropriate products and services by utilizing Island Federal Credit Union's preferred way of selling.
Communicating with outside agencies as required.
Perform routine responsibilities with limited supervision.
Interact with Members to solve problems, provide account balances, and transfer funds between accounts.
Resolve problems encountered by co-workers in a timely manner.
Accommodate flexible work schedule to meet department needs, including evenings and weekends.
Keep all Credit Union Member and employee related business in strictest confidence.
Possess general knowledge of BSA rules and regulations. Completes and passes BSA Training requirements.
Maintain a neat and orderly work area.
Ability to perform all other duties as assigned and willingness to attain product knowledge.
Background check will be required prior to employment.
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Requirements:
High school graduate or equivalent.
Prior financial services and operations experience preferred.
Possesses general knowledge of BSA rules and regulations.
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Competencies:
Excellent written and oral communication skills
Excellent organizational skills
Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
Ability to maintain strict confidentiality.
Ability to work independently of supervision.
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$55k-81k yearly est. 8d ago
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Digital Marketing Specialist
Island Federal Credit Union 3.0
Island Federal Credit Union job in Hauppauge, NY
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The Digital Media Specialist will support marketing, communications, and member engagement at Island Federal Credit Union. This position requires the ability to generate static and video content designed for specific social media and digital outreach platforms aimed at increasing membership, cross-selling products to current members, and building member loyalty and retention. The role combines creative content development with strategic community management and performance analysis to drive measurable results across all digital channels.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
Digital Communications Calendar
Create and execute a comprehensive digital communications calendar outlining the posting of specific content pieces across all platforms
Share calendar with other members of the marketing department to coordinate with department and credit union-wide campaigns
Maintain posting schedules that optimize engagement based on platform-specific best practices
Content Ideation and Creation
Maintain awareness of the latest social media trends and culture to create relevant, engaging content
Develop social media content designed to help Island Federal grow overall visibility and brand recognition within and beyond the current charter
Create original static graphics, video content, and written posts tailored to each platform's unique audience and format requirements
Collaborate with other departments to develop content that highlights credit union products, services, and member benefits
Community Management and Channel Interaction
Monitor interactions occurring on all social media channels and respond promptly and professionally
Build and maintain relationships with members and prospects through authentic engagement
Handle customer service inquiries through social channels, escalating to appropriate departments when necessary
Report on community feedback, trends, and opportunities to management
Analytics and Performance Tracking
Monitor and analyze social media metrics including engagement rates, reach, impressions, and conversion tracking
Prepare regular reports on social media performance and ROI for marketing campaigns
Use data insights to optimize content strategy and posting schedules
Track member acquisition and product cross-selling results from social media efforts
Brand Compliance and Risk Management
Ensure all content complies with financial services regulations and credit union brand guidelines
Maintain strict adherence to compliance requirements specific to financial institutions
Review and approve user-generated content and member interactions for regulatory compliance
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Requirements:
Bachelor's degree in Marketing, Communications, Digital Media, or related field, or equivalent combination of education and experience
2+ years of experience generating digital content on behalf of a brand or organization, preferably in financial services
Demonstrated success in growing social media engagement and driving measurable business results
Skills:
Strong knowledge of content creation best practices on Facebook, Instagram, TikTok, YouTube, and LinkedIn
Proficiency with social media management tools (Hootsuite, Buffer, Sprout Social, or similar platforms)
Basic graphic design skills and experience with design tools such as Canva, Adobe Creative Suite, or similar
Video editing capabilities for short-form content creation (Instagram Reels, TikTok, YouTube Shorts)
Understanding of social media analytics platforms and ability to interpret performance data
Basic photography skills for original content creation
Knowledge and Understanding:
Familiarity with financial services regulations and compliance requirements (preferred)
Understanding of credit union products, services, and member benefits (or willingness to learn)
Knowledge of current digital marketing trends and emerging social media platforms
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Competencies:
Excellent written and oral communication skills
Excellent organizational skills
Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
Ability to maintain strict confidentiality.
Ability to work independently of supervision.
$58k-77k yearly est. Auto-Apply 18d ago
Learning and Evaluation Manager
ESL All Companies 4.5
Rochester, NY job
Hours:
40
Schedule:
This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm. Must be flexible to meet current and future business needs.
Comprehensive Benefits:
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:
Starting Salary: $114,000 Pay Range: $100,921 - $127,228
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
Purpose:
The Learning and Evaluation Manager will guide the Community Impact teams efforts to systematically learn from our work-what's effective, what's not, and why-and apply those insights to refine strategy, strengthen grantee partnerships, grantmaking, and deepen community impact. This role is both strategic and operational: part evaluator, part facilitator, and part organizational change agent. In addition to driving learning and evaluation, the role will oversee internal systems and processes that ensure learning is embedded into day-to-day operations and decision-making.
Accountabilities:
Operational Oversight
Maintain and Manage systems, workflows, and tools to support internal learning processes and data use
Ensure alignment between learning goals and day-to-day operations, including knowledge management and impact reporting
Learning and Evaluation
Design and lead a learning and evaluation strategy aligned with the Community Impact Framework, values, and priority areas
Develop infrastructure to assess the effectiveness of grantmaking, partnerships, and community investments
Identify key questions we should be asking about our grantmaking and help structure ways to answer them (quantitatively and qualitatively)
Translate learning into clear, actionable recommendations for staff, grantees, and partners
Partner with staff to embed reflection and continuous improvement into grant reviews, RFP creation/evaluation
Reporting and Communications
Prepare impact reports, learning briefs, and presentations for staff, board, and community stakeholders
Collaborate with the Community Impact Managers and Marketing Team to share insights
Ensure data and stories are collected ethically and reflect community voice
Provide tools, training, and guidance on outcome measurement and storytelling for grantees
Strategic Alignment
Liaise between the Community Impact and Purpose/Product teams to ensure alignment of goals and strategies
Collaborate with credit union leaders to identify shared metrics and outcomes that connect product innovation, community investment, and philanthropic impact
Translate community insights and evaluation findings from grantmaking into actionable learnings that inform ESL product development and financial wellness strategies
Partner with internal teams to co-design initiatives or projects that leverage both philanthropic and business capabilities to address community needs
Qualifications:
Bachelor's degree in Business, Psychology, Social Work, Statistics, Data Science, Sociology, Political Science, Public Administration, Business Analytics, or a related field required
In addition, minimum of 5 years of directly related experience with having access to, evaluating, and presenting on data
Familiarity and/or Proficiency in; Excel, Google Sheets, Power BI, Tableau or other related spreadsheet and/or analytics platforms
Strong facilitation and communication skills, especially with diverse audiences and sectors
Ability to understand and synthesize data and qualitative insights into compelling narratives
Demonstrated experience overseeing or implementing internal systems for impact tracking, knowledge management, or operational improvement
Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper
Preferred Qualifications:
Master's degree/MBA or Bachelor's degree in Research, Business Analytics, Data Science, Public Administration preferred
Experience managing data systems, surveys, and/or working with external evaluation partners like CGR, ACT Rochester, Children's Institute etc
Understanding participatory evaluation practices
Knowledge of the Greater Rochester region and its community ecosystem
Background in philanthropy, nonprofit strategy, or systems change work
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-JF1
#LI-Hybrid
$100.9k-127.2k yearly 7d ago
Credit Union Call Center Representative
Hudson River Community Credit Union 3.7
Corinth, NY job
Hudson River Community Credit Union is a not-for-profit financial cooperative whose mission is to improve the well-being of member owners and their families.
Call Center Representative-Credit Union
We have an exciting opportunity in our Call Center!
Who you are
:
You are an enthusiastic problem-solver looking to make a difference in our members lives. You have strong communication skills, empathy, patience, and the ability to stay calm under pressure. You will become knowledgeable about HRCCU products and services to enhance our members financial well-being.
What you will do:
You will have the opportunity to assist members on the phone, by answering their questions within a wide variety of banking transactions. Our representatives also provide online banking support and work on administrative tasks throughout the day.
Our Call Center Progression Model is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increase.
Employment Details:
Location: HRCCU Operations Center in Corinth, NY.
Schedule: Monday through Friday 8:15am to 5pm, with a Saturday shift 9am-1pm rotation. Full time, benefited, 40 hours per week.
Pay rate
:
$17.75 -$22.00 per hour based on experience.
Perks you will receive as a full-time team member:
Medical, dental, and vision benefits
Short-term, long-term, and life insurance policies
401K with matching contribution up to 10%
Generous paid time off, including birthday off and additional 12 observed holidays
Gym reimbursement and wellness program
Internal and external training, including certification and tuition reimbursement
Community Volunteer initiatives
Career growth & advancement opportunities
What you will need:
Experience: At least one year of similar or related experience. Financial services or credit card call center experience preferred.
Education: A high school diploma or GED.
Why work with us:
We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring open communication and employees feel valued.
Our Culture Statement:
To create a supportive, inclusive and purpose-driven workplace where employees feel valued, empowered and inspired to serve our community while demonstrating kindness and empathy towards one another.
Learn more about our company culture and benefits on our careers page!
Apply online ************************************
If you are unable to complete this application online due to a disability, please contact Human Resources at ************************
Hours: 40 Schedule: Monday - Saturday with one day off during the week for working a Saturday. Must be flexible to meet current and future business needs. Monday 8:00 a.m. - 5:30 p.m., Tuesday 8:30 a.m. - 4:30 p.m., Wednesday 8:30a.m. - 4:30 p.m., Thursday 8:30 a.m. - 5:30 p.m., Friday 8:15 a.m. - 6:30 p.m., Saturday 8:30 a.m. - 2:00p.m.
Pay:
$31.11 per hr.
Belong to something bigger
At ESL, we have a greater purpose and so do you. It's more than a job, it's your unique journey.
Your Journey Begins Here
ESL is seeking for a Financial Service Representative at our Mt. Read office which supports the financial needs of this growing community. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.
The Mt. Read office has been identified as one of ESL's leading markets for wealth opportunities. In this role you will work closely with ESL's wealth management team to share best practices and foster career growth.
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
What You Bring With You:
Qualifications:
* Bachelor's Degree or 4 years of directly related experience.
* In lieu of degree, directly related experience should include: 4 years of successful progressive sales experience in the services or comparable industry. Will consider a combination of education and experience.
* FINRA Securities Industry Essentials Exam required (may have been grandfathered in)
* FINRA Series 6 or Series 6 top off license is required.
* FINRA Series 63 license required (Series 66 will meet this requirement)
* NY State Insurance License is preferred. If not licensed, achieve license within six months of hire.
* High proficiency in building customer and peer relationships
* Strong analytical, critical thinking, problem solving and decision making abilities
* Excellent written and verbal communication skills
* Effective time management skills
* Proficient in the use of Microsoft Office applications
* Demonstrates a high degree of flexibility in support of customer needs
* Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients
* Previous experience with processes and paperwork to ensure efficiencies within the financial services industry
* Ability to build rapport with diverse member base within the community
* Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
225 Chestnut Street * Rochester, New York 14604 * ************ * ************
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
The investment products sold through LPL Financial are not insured ESL Federal Credit Union deposits and are not NCUA insured. These products are not obligations of or guaranteed by ESL Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
#LI-JF1
$31.1 hourly 60d+ ago
Bilingual Teller - Bull's Head Branch (Bilingual English/Spanish)
ESL All Companies 4.5
Rochester, NY job
Hours:
40
Schedule:
Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs.
Comprehensive Benefits:
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:
$19.66 per hour + 10% premium for bilingual positions
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
Purpose of Position:
This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL's success
Accountabilities:
Process customer transactions effectively, efficiently and accurately
Meet transactions per FTE target
Meet balance accuracy standards
Participate in achieving team lead objectives.
Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores.
Ensure compliance with Audit/Operational controls
Adhere to member focus processes and expectations
Participate in coaching processes to improve proficiency in Member Focused behaviors
Attend sales meetings, participate in sales activities to increase sales success
Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
Qualifications:
High School diploma or High School equivalency diploma required
Bilingual English/Spanish speaking proficiency required
6-12 months teller experience preferred
Proficient in PC applications
Good verbal and written communications skills
People and team oriented
Prior sales experienced preferred
Maintains a high degree of flexibility in support of branch needs
Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
$19.7 hourly 7d ago
Student Accounting Intern - Summer 2026
ESL All Companies 4.5
Rochester, NY job
Hours:
40
Schedule:
is for Summer 2026 (May - August)
Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs, which may require some overtime.
Pay:
$30.00
This position is for students currently enrolled as an undergraduate in their Junior/Senior year or pursuing their graduate degree in a related field.
As an accounting intern within our accounting department, you will be based in Rochester, NY. The Accounting team is non-member facing and provides support across ESL and its subsidiaries. The accounting intern will work and network amongst other accounting & finance professionals at various levels of the organization. Specific duties will evolve around:
Developing an understanding of the Credit Union's business model and core functions.
Preparing balance sheet account reconciliations in accordance with Policies and Procedures.
Shadowing all roles within the accounting department on a rotational basis.
Analyzing and organizing raw data to identify trends and insights to share with management.
Other duties as assigned.
Qualifications:
Currently an undergraduate student in your junior or senior year.
Accounting, Finance, or related Business major.
Expected to graduate between December 2026-May 2027.
Cumulative GPA is 3.25 or above.
Highly motivated and results oriented with a desire to exceed expectations.
Demonstrate intellectual curiosity and courage.
Strong critical thinking skills with the ability to develop solutions to modestly complex challenges.
Legal authorization to work in the US now and in the future without sponsorship.
Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
$30 hourly 9d ago
Business Development Mortgage Originator
ESL Federal Credit Union 4.5
Rochester, NY job
Hours: 40 Schedule: This position works remotely with access to the ESL Corporate Headquarters located in Rochester, NY. Expectation to hold in-person meetings with clients in corporate office or branch locations as needed. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs.
Pay:
Position pay is a $30,000 draw plus a tiered basis points incentive schedule to be discussed during interview. A transition pay package will be offered for an initial period of time.
Purpose of Position:
Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process.
Accountabilities:
Cultivate and develop relationships within the real estate community to increase volume of loan application within ESL policies and procedures
* Promotes ESL within the community
* Attend networking events
* Engage in applicable community activities
* Prospecting activities
* Meet or exceed identified performance objectives in all related agreements
* All activities to be consistent with credit union mission and purpose
Accountable for delivering a superior customer experience to both the borrowers and their realtors through proficient understanding of product offering and industry practices enabling thorough and accurate residential real estate applications
* Consults with applicants on various types of financing solutions
* Proficient in understanding underwriting standards and compliance guidelines
* Gathers applicable file documentation and completes required origination system entries
* Accurate and timely updates in order to move the loan application through process
* Ongoing communication through funding with focus on critical milestone dates
* Consistently meets service level agreements
Ensure internal customer satisfaction objectives are achieved through meeting operational standards and maintaining productive and positive relationships
Participation of team activities, initiatives and other duties as assigned.
* Provide leadership and guidance in mentoring staff across Mortgage Lending and the Front-Line on the overall sales and mortgage application process where applicable.
Qualifications:
* Bachelor's degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program.
* Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience.
* Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships
* Excellent communication and interpersonal skills
* Strong external sales and networking skills
* Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards.
* Successfully registered as a Mortgage Loan Originator through ESL
* Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KS1
#LI-Hybrid
$30k yearly 60d+ ago
Consumer Loan Processor
Island Federal Credit Union 3.0
Island Federal Credit Union job in Hauppauge, NY
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Responsible for the processing of all Consumer, Indirect, Home Equity Line of Credits and Home Equity Loans while ensuring adherence to all Credit Union policies, procedures and regulatory guidelines.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Processing and document preparation of Home Equity Line of Credits, Fixed Rate Home Loans, Consumer Loans and Indirect Auto Loans.
• Efficiently utilize systems such as DecisionLender4, and other relevant software to support underwriting operations.
• Validate accuracy of Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios, ensuring compliance with all applicable policies and procedures.
• Verify that all approved or denied loan applications include the required signatures.
• Ensure strict adherence to Credit Union policies, internal procedures, and all relevant regulatory guidelines.
• Monitor loan files and borrower information for inconsistencies or red flags, actively identifying, reporting, and mitigating potential fraud in accordance with regulatory and internal guidelines.
• Monitor and meet all Departmental performance reporting and service goals.
• Interact with all necessary third-party vendors, Members, and Team Members.
• Provide data and reporting required to meet HMDA reporting requirements.
• Propose Lending Policy and procedural changes to the Team Lead and Centralized Lending Manager as required to enhance operational efficiencies and productivity or to meet regulatory or compliance mandates.
• Cross-sell credit union products and services, including deposit accounts and loan products, to meet Members' financial needs and enhance their overall financial well-being.
• Work at various branch locations as required.
• Other duties as assigned.
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REQUIREMENTS:
• Associate degree preferred or a combination of education and experience.
• 3-5 years working in a financial institution, preferably in a Credit Union setting.
• NMLS
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COMPENTENCIES:
• Knowledge of consumer and real estate underwriting practices
• Knowledge of Island's products and services
• Excellent written and oral communication skills
• Excellent organizational skills
• Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
• Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
$37k-47k yearly est. Auto-Apply 18d ago
Learning and Evaluation Manager
ESL Federal Credit Union 4.5
Rochester, NY job
Hours: 40 Schedule: This position is remote eligible for up to 40% of the time. Hours are typically Monday - Friday 8:00am - 5:00pm. Must be flexible to meet current and future business needs. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:
Starting Salary: $114,000 Pay Range: $100,921 - $127,228
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
Purpose:
The Learning and Evaluation Manager will guide the Community Impact teams efforts to systematically learn from our work-what's effective, what's not, and why-and apply those insights to refine strategy, strengthen grantee partnerships, grantmaking, and deepen community impact. This role is both strategic and operational: part evaluator, part facilitator, and part organizational change agent. In addition to driving learning and evaluation, the role will oversee internal systems and processes that ensure learning is embedded into day-to-day operations and decision-making.
Accountabilities:
Operational Oversight
* Maintain and Manage systems, workflows, and tools to support internal learning processes and data use
* Ensure alignment between learning goals and day-to-day operations, including knowledge management and impact reporting
Learning and Evaluation
* Design and lead a learning and evaluation strategy aligned with the Community Impact Framework, values, and priority areas
* Develop infrastructure to assess the effectiveness of grantmaking, partnerships, and community investments
* Identify key questions we should be asking about our grantmaking and help structure ways to answer them (quantitatively and qualitatively)
* Translate learning into clear, actionable recommendations for staff, grantees, and partners
* Partner with staff to embed reflection and continuous improvement into grant reviews, RFP creation/evaluation
Reporting and Communications
* Prepare impact reports, learning briefs, and presentations for staff, board, and community stakeholders
* Collaborate with the Community Impact Managers and Marketing Team to share insights
* Ensure data and stories are collected ethically and reflect community voice
* Provide tools, training, and guidance on outcome measurement and storytelling for grantees
Strategic Alignment
* Liaise between the Community Impact and Purpose/Product teams to ensure alignment of goals and strategies
* Collaborate with credit union leaders to identify shared metrics and outcomes that connect product innovation, community investment, and philanthropic impact
* Translate community insights and evaluation findings from grantmaking into actionable learnings that inform ESL product development and financial wellness strategies
* Partner with internal teams to co-design initiatives or projects that leverage both philanthropic and business capabilities to address community needs
Qualifications:
* Bachelor's degree in Business, Psychology, Social Work, Statistics, Data Science, Sociology, Political Science, Public Administration, Business Analytics, or a related field required
* In addition, minimum of 5 years of directly related experience with having access to, evaluating, and presenting on data
* Familiarity and/or Proficiency in; Excel, Google Sheets, Power BI, Tableau or other related spreadsheet and/or analytics platforms
* Strong facilitation and communication skills, especially with diverse audiences and sectors
* Ability to understand and synthesize data and qualitative insights into compelling narratives
* Demonstrated experience overseeing or implementing internal systems for impact tracking, knowledge management, or operational improvement
* Demonstrates alignment with ESL's Core Values, mission, vision, and purpose to help our community thrive and prosper
Preferred Qualifications:
* Master's degree/MBA or Bachelor's degree in Research, Business Analytics, Data Science, Public Administration preferred
* Experience managing data systems, surveys, and/or working with external evaluation partners like CGR, ACT Rochester, Children's Institute etc
* Understanding participatory evaluation practices
* Knowledge of the Greater Rochester region and its community ecosystem
* Background in philanthropy, nonprofit strategy, or systems change work
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-JF1
#LI-Hybrid
Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Saturday with a day off during the week. Branch hours are Monday, Thursday & Friday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Saturday 9:00 a.m. - 1:00 p.m. Must be flexible to meet current and future business needs.
Location:
Candidate for this role must be willing to travel between both the Victor Branch and Farmington Branch.
Pay:
$17.75
This position is for students currently enrolled in an undergraduate program and with a minimum of one year of coursework completed by summer 2026.
The Student Teller Internship is an opportunity for students interested in pursuing a career in banking and learning more about the industry. Students will learn the fundamentals of banking and gain exposure to career paths within the branch network. The position will allow you to:
* Apply classroom knowledge in real world setting
* Use problem solving skills
* Gain basic financial literacy which can be applied to your personal finances
* Learn basic banking principles including knowledge of loans and how loans work, proper cash handling techniques, how to identify counterfeit cash and checks, and the ability to balance a cash drawer
* Assist members with processing financial transactions
* Learn how to prospect customers for their banking needs
* Create a positive member experience
* Contribute to the overall operational success of a branch
Accountabilities:
This position is accountable for servicing members within operational and service level guidelines while contributing to the achievement of team lead objectives; internal and external satisfaction targets.
Ensure operational proficiency by processing customer transactions effectively, efficiently and accurately
* Complete daily transactions
* Meet balance accuracy standards
* Learn and follow all policies, procedures, and processes
Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores.
Adhere to member focus processes and expectations
* Participate in coaching processes to improve proficiency in member focus behaviors
* Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
Qualifications:
* Currently enrolled in an undergraduate program and with a minimum of one year of coursework completed by summer 2026
* Minimum 3.0 GPA preferred
* Proficient in PC applications
* Good verbal and written communications skills
* People and team oriented
* Prior customer service experience preferred
* Maintains a high degree of flexibility in support of branch needs
* Legal authorization to work in the US now and in the future without sponsorship
* Demonstrate alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-JM1
$17.8 hourly 8d ago
Student Accounting Intern - Summer 2026
ESL Federal Credit Union 4.5
Rochester, NY job
Hours: 40 Schedule: is for Summer 2026 (May - August) Monday - Friday 8:00 a.m. - 5:00 p.m. Must be flexible to meet current and future business needs, which may require some overtime. Pay: $30.00 This position is for students currently enrolled as an undergraduate in their Junior/Senior year or pursuing their graduate degree in a related field.
As an accounting intern within our accounting department, you will be based in Rochester, NY. The Accounting team is non-member facing and provides support across ESL and its subsidiaries. The accounting intern will work and network amongst other accounting & finance professionals at various levels of the organization. Specific duties will evolve around:
* Developing an understanding of the Credit Union's business model and core functions.
* Preparing balance sheet account reconciliations in accordance with Policies and Procedures.
* Shadowing all roles within the accounting department on a rotational basis.
* Analyzing and organizing raw data to identify trends and insights to share with management.
* Other duties as assigned.
Qualifications:
* Currently an undergraduate student in your junior or senior year.
* Accounting, Finance, or related Business major.
* Expected to graduate between December 2026-May 2027.
* Cumulative GPA is 3.25 or above.
* Highly motivated and results oriented with a desire to exceed expectations.
* Demonstrate intellectual curiosity and courage.
* Strong critical thinking skills with the ability to develop solutions to modestly complex challenges.
* Legal authorization to work in the US now and in the future without sponsorship.
* Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
$30 hourly 8d ago
Member Operations Specialist
Island Federal Credit Union 3.0
Island Federal Credit Union job in Hauppauge, NY
Individual requires an ability to communicate effectively with prospective and current Members and to represent the credit union in a positive and professional manner. Identifies solutions for Members' financial needs by being knowledgeable about the Credit Union's products and services. Responsible for various file maintenance and posting procedures, communicating with Members on problems that may arise, and performing various other support functions within the department.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform all Member Operations duties as required, such as but not limited to, posting ACH and Share Drafts, Ach origination, posting to G/L accounts, creating and updating spreadsheets, Plastic Card issues, issuing letters to, and for Members, analyzing reports, Levies and Subpoenas, reconciling Branch Operations, Cash Letters, and performing Wire Services.
Address disputed items in a timely manner. Ensuring that processes and files comply with NACG and other related regulations.
Provide Members with courteous, professional, prompt, and accurate service.
Responds in a professional manner to Members' inquiries, requests, or problems.
Maintain an up-to-date and thorough knowledge of all credit union products and services.
Identifies solutions for Members' financial needs by promoting and referring appropriate products and services by utilizing Island Federal Credit Union's preferred way of selling.
Communicating with outside agencies as required.
Perform routine responsibilities with limited supervision.
Interact with Members to solve problems, provide account balances, and transfer funds between accounts.
Resolve problems encountered by co-workers in a timely manner.
Accommodate flexible work schedule to meet department needs, including evenings and weekends.
Keep all Credit Union Member and employee related business in strictest confidence.
Possess general knowledge of BSA rules and regulations. Completes and passes BSA Training requirements.
Maintain a neat and orderly work area.
Ability to perform all other duties as assigned and willingness to attain product knowledge.
Background check will be required prior to employment.
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Requirements:
High school graduate or equivalent.
Prior financial services and operations experience preferred.
Possesses general knowledge of BSA rules and regulations.
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Competencies:
Excellent written and oral communication skills
Excellent organizational skills
Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
Ability to maintain strict confidentiality.
Ability to work independently of supervision.
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$55k-81k yearly est. Auto-Apply 60d+ ago
Credit Union Call Center Representative
Hudson River Community Credit Union 3.7
Corinth, NY job
Job Description
Hudson River Community Credit Union is a not-for-profit financial cooperative whose mission is to improve the well-being of member owners and their families.
Call Center Representative-Credit Union
We have an exciting opportunity in our Call Center!
Who you are
:
You are an enthusiastic problem-solver looking to make a difference in our members' lives. You have strong communication skills, empathy, patience, and the ability to stay calm under pressure. You will become knowledgeable about HRCCU products and services to enhance our members' financial well-being.
What you will do:
You will have the opportunity to assist members on the phone, by answering their questions within a wide variety of banking transactions. Our representatives also provide online banking support and work on administrative tasks throughout the day.
Our Call Center Progression Model is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increase.
Employment Details:
Location: HRCCU Operations Center in Corinth, NY.
Schedule: Monday through Friday 8:15am to 5pm, with a Saturday shift 9am-1pm rotation. Full time, benefited, 40 hours per week.
Pay rate
:
$17.75 -$22.00 per hour based on experience.
Perks you will receive as a full-time team member:
Medical, dental, and vision benefits
Short-term, long-term, and life insurance policies
401K with matching contribution up to 10%
Generous paid time off, including birthday off and additional 12 observed holidays
Gym reimbursement and wellness program
Internal and external training, including certification and tuition reimbursement
Community Volunteer initiatives
Career growth & advancement opportunities
What you will need:
Experience: At least one year of similar or related experience. Financial services or credit card call center experience preferred.
Education: A high school diploma or GED.
Why work with us:
We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring open communication and employees feel valued.
Our Culture Statement:
To create a supportive, inclusive and purpose-driven workplace where employees feel valued, empowered and inspired to serve our community while demonstrating kindness and empathy towards one another.
Learn more about our company culture and benefits on our careers page!
Apply online ************************************
If you are unable to complete this application online due to a disability, please contact Human Resources at ************************
$17.8-22 hourly 8d ago
Digital Marketing Specialist
Island Federal Credit Union 3.0
Island Federal Credit Union job in Hauppauge, NY
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The Digital Media Specialist will support marketing, communications, and member engagement at Island Federal Credit Union. This position requires the ability to generate static and video content designed for specific social media and digital outreach platforms aimed at increasing membership, cross-selling products to current members, and building member loyalty and retention. The role combines creative content development with strategic community management and performance analysis to drive measurable results across all digital channels.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
Digital Communications Calendar
Create and execute a comprehensive digital communications calendar outlining the posting of specific content pieces across all platforms
Share calendar with other members of the marketing department to coordinate with department and credit union-wide campaigns
Maintain posting schedules that optimize engagement based on platform-specific best practices
Content Ideation and Creation
Maintain awareness of the latest social media trends and culture to create relevant, engaging content
Develop social media content designed to help Island Federal grow overall visibility and brand recognition within and beyond the current charter
Create original static graphics, video content, and written posts tailored to each platform's unique audience and format requirements
Collaborate with other departments to develop content that highlights credit union products, services, and member benefits
Community Management and Channel Interaction
Monitor interactions occurring on all social media channels and respond promptly and professionally
Build and maintain relationships with members and prospects through authentic engagement
Handle customer service inquiries through social channels, escalating to appropriate departments when necessary
Report on community feedback, trends, and opportunities to management
Analytics and Performance Tracking
Monitor and analyze social media metrics including engagement rates, reach, impressions, and conversion tracking
Prepare regular reports on social media performance and ROI for marketing campaigns
Use data insights to optimize content strategy and posting schedules
Track member acquisition and product cross-selling results from social media efforts
Brand Compliance and Risk Management
Ensure all content complies with financial services regulations and credit union brand guidelines
Maintain strict adherence to compliance requirements specific to financial institutions
Review and approve user-generated content and member interactions for regulatory compliance
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Requirements:
Bachelor's degree in Marketing, Communications, Digital Media, or related field, or equivalent combination of education and experience
2+ years of experience generating digital content on behalf of a brand or organization, preferably in financial services
Demonstrated success in growing social media engagement and driving measurable business results
Skills:
Strong knowledge of content creation best practices on Facebook, Instagram, TikTok, YouTube, and LinkedIn
Proficiency with social media management tools (Hootsuite, Buffer, Sprout Social, or similar platforms)
Basic graphic design skills and experience with design tools such as Canva, Adobe Creative Suite, or similar
Video editing capabilities for short-form content creation (Instagram Reels, TikTok, YouTube Shorts)
Understanding of social media analytics platforms and ability to interpret performance data
Basic photography skills for original content creation
Knowledge and Understanding:
Familiarity with financial services regulations and compliance requirements (preferred)
Understanding of credit union products, services, and member benefits (or willingness to learn)
Knowledge of current digital marketing trends and emerging social media platforms
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Competencies:
Excellent written and oral communication skills
Excellent organizational skills
Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
Ability to maintain strict confidentiality.
Ability to work independently of supervision.
$58k-77k yearly est. 18d ago
Business Development Mortgage Originator
ESL All Companies 4.5
Rochester, NY job
Hours:
40
Schedule:
This position works remotely with access to the ESL Corporate Headquarters located in Rochester, NY. Expectation to hold in-person meetings with clients in corporate office or branch locations as needed. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. Must remain flexible to meet current and future business needs.
Pay: Position pay is a $30,000 draw plus a tiered basis points incentive schedule to be discussed during interview. A transition pay package will be offered for an initial period of time.
Purpose of Position:
Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process.
Accountabilities:
Cultivate and develop relationships within the real estate community to increase volume of loan application within ESL policies and procedures • Promotes ESL within the community • Attend networking events • Engage in applicable community activities • Prospecting activities • Meet or exceed identified performance objectives in all related agreements • All activities to be consistent with credit union mission and purpose Accountable for delivering a superior customer experience to both the borrowers and their realtors through proficient understanding of product offering and industry practices enabling thorough and accurate residential real estate applications • Consults with applicants on various types of financing solutions • Proficient in understanding underwriting standards and compliance guidelines • Gathers applicable file documentation and completes required origination system entries • Accurate and timely updates in order to move the loan application through process • Ongoing communication through funding with focus on critical milestone dates • Consistently meets service level agreements Ensure internal customer satisfaction objectives are achieved through meeting operational standards and maintaining productive and positive relationships Participation of team activities, initiatives and other duties as assigned. • Provide leadership and guidance in mentoring staff across Mortgage Lending and the Front-Line on the overall sales and mortgage application process where applicable. Qualifications:
Bachelor's degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program.
Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience.
Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships
Excellent communication and interpersonal skills
Strong external sales and networking skills
Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards.
Successfully registered as a Mortgage Loan Originator through ESL
Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KS1 #LI-Hybrid
$30k yearly 60d+ ago
Consumer Loan Processor
Island Federal Credit Union 3.0
Island Federal Credit Union job in Hauppauge, NY
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Responsible for the processing of all Consumer, Indirect, Home Equity Line of Credits and Home Equity Loans while ensuring adherence to all Credit Union policies, procedures and regulatory guidelines.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Processing and document preparation of Home Equity Line of Credits, Fixed Rate Home Loans, Consumer Loans and Indirect Auto Loans.
• Efficiently utilize systems such as DecisionLender4, and other relevant software to support underwriting operations.
• Validate accuracy of Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios, ensuring compliance with all applicable policies and procedures.
• Verify that all approved or denied loan applications include the required signatures.
• Ensure strict adherence to Credit Union policies, internal procedures, and all relevant regulatory guidelines.
• Monitor loan files and borrower information for inconsistencies or red flags, actively identifying, reporting, and mitigating potential fraud in accordance with regulatory and internal guidelines.
• Monitor and meet all Departmental performance reporting and service goals.
• Interact with all necessary third-party vendors, Members, and Team Members.
• Provide data and reporting required to meet HMDA reporting requirements.
• Propose Lending Policy and procedural changes to the Team Lead and Centralized Lending Manager as required to enhance operational efficiencies and productivity or to meet regulatory or compliance mandates.
• Cross-sell credit union products and services, including deposit accounts and loan products, to meet Members' financial needs and enhance their overall financial well-being.
• Work at various branch locations as required.
• Other duties as assigned.
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REQUIREMENTS:
• Associate degree preferred or a combination of education and experience.
• 3-5 years working in a financial institution, preferably in a Credit Union setting.
• NMLS
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COMPENTENCIES:
• Knowledge of consumer and real estate underwriting practices
• Knowledge of Island's products and services
• Excellent written and oral communication skills
• Excellent organizational skills
• Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
• Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
$37k-47k yearly est. 18d ago
Bilingual Teller - Bull's Head Branch (Bilingual English/Spanish)
ESL Federal Credit Union 4.5
Rochester, NY job
Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs.
Comprehensive Benefits:
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
Pay and Incentive Plan:
$19.66 per hour + 10% premium for bilingual positions
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.
Purpose of Position:
This position is responsible to effectively and efficiently process customer transactions in a branch environment and refer customers that may need guidance in identifying the right financial solutions. This will lead to building long-term mutually beneficial relationships and support the achievement of business results. This position is also accountable to engage in supporting the key building blocks to ESL's success
Accountabilities:
* Process customer transactions effectively, efficiently and accurately
* Meet transactions per FTE target
* Meet balance accuracy standards
* Participate in achieving team lead objectives.
* Participate in efforts to achieve unit's customer and employee satisfaction targets as measured through loyalty and employee pulse survey scores.
* Ensure compliance with Audit/Operational controls
* Adhere to member focus processes and expectations
* Participate in coaching processes to improve proficiency in Member Focused behaviors
* Attend sales meetings, participate in sales activities to increase sales success
* Use same member focus skills and behaviors to foster and meet internal customer satisfaction performance targets.
Qualifications:
* High School diploma or High School equivalency diploma required
* Bilingual English/Spanish speaking proficiency required
* 6-12 months teller experience preferred
* Proficient in PC applications
* Good verbal and written communications skills
* People and team oriented
* Prior sales experienced preferred
* Maintains a high degree of flexibility in support of branch needs
* Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
$19.7 hourly 8d ago
Credit Union Call Center Representative
Hudson River Community Credit Union 3.7
Corinth, NY job
Hudson River Community Credit Union is a not-for-profit financial cooperative whose mission is to improve the well-being of member owners and their families. Call Center Representative-Credit Union We have an exciting opportunity in our Call Center! Who you are:
You are an enthusiastic problem-solver looking to make a difference in our members lives. You have strong communication skills, empathy, patience, and the ability to stay calm under pressure. You will become knowledgeable about HRCCU products and services to enhance our members financial well-being.
What you will do:
You will have the opportunity to assist members on the phone, by answering their questions within a wide variety of banking transactions. Our representatives also provide online banking support and work on administrative tasks throughout the day.
Our Call Center Progression Model is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increase.
Employment Details:
* Location: HRCCU Operations Center in Corinth, NY.
* Schedule: Monday through Friday 8:15am to 5pm, with a Saturday shift 9am-1pm rotation. Full time, benefited, 40 hours per week.
* Pay rate: $17.75 -$22.00 per hour based on experience.
Perks you will receive as a full-time team member:
* Medical, dental, and vision benefits
* Short-term, long-term, and life insurance policies
* 401K with matching contribution up to 10%
* Generous paid time off, including birthday off and additional 12 observed holidays
* Gym reimbursement and wellness program
* Internal and external training, including certification and tuition reimbursement
* Community Volunteer initiatives
* Career growth & advancement opportunities
What you will need:
Experience: At least one year of similar or related experience. Financial services or credit card call center experience preferred.
Education: A high school diploma or GED.
Why work with us:
We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring open communication and employees feel valued.
Our Culture Statement: To create a supportive, inclusive and purpose-driven workplace where employees feel valued, empowered and inspired to serve our community while demonstrating kindness and empathy towards one another.
Learn more about our company culture and benefits on our careers page!
Apply online
$17.8-22 hourly 10d ago
Teller
Island Federal Credit Union 3.0
Island Federal Credit Union job in Riverhead, NY
TELLER I/TELLER FLOAT
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The Teller I/Teller Float position will perform a variety of financial transactions and recommend additional products and services based upon Member need by utilizing the Island Federal Credit Union's preferred way of selling. Teller I/Teller Float will learn to perform routine financial transactions to include deposits, withdrawals, cash advances, loan payments, transfers, and check cashing in a courteous, accurate, and efficient manner. While in this position, Teller I/Teller Float will learn and become knowledgeable about the Credit Union's products and services. This person requires an ability to communicate effectively with prospective and current Members and to represent the credit union in a positive and professional manner.
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ESSENTIAL DUTIES AND RESPONSIBILITIES:
Learn all aspects of the teller position.
Learn and obtain a solid foundation of the products and services offered by the credit union.
Evaluate new and existing Member's accounts while performing transactions and be proactive in
identifying each Member's needs. Cross sell credit union services, deposit and loans products, which provide solutions to the Members' needs and improve their financial well-being.
Greet Members in a courteous, professional, and timely manner while providing prompt and accurate service.
Perform transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, loan payments, and check cashing.
Responds in a professional manner to Members' inquiries, requests or problems.
Responsible for maintaining teller drawer cash within the appropriate levels.
Maintain an up-to-date and thorough knowledge of all credit union products and services.
Promote, explain, and cross-sell credit union products and services.
Responsible for the accuracy and completion of the teller daily proof.
Keep all credit union Member and employee related business in strictest confidence.
Possess general knowledge of BSA rules and regulations. Completes and passes BSA Training requirements.
Process shared branching transactions and inquiries.
Maintain a neat and orderly work area.
Process check orders and certificates of deposit.
Cross train and learn branch morning work.
Accommodate flexible work schedule to meet branch needs, including evenings and weekends and other branch locations as directed by management.
Teller Floats are required to report to various in-county (Nassau or Suffolk) locations required and as directed by Management.
Perform all other duties as assigned.
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REQUIREMENTS:
High school graduate or equivalent.
Must possess good communication skills.
Minimum 3 months customer service experience in a financial institution or retail environment preferred.
Previous Teller or cash handing experience preferred.
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COMPENTENCIES:
Excellent written and oral communication skills
Excellent organizational skills
Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.
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Zippia gives an in-depth look into the details of Island Federal, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Island Federal. The employee data is based on information from people who have self-reported their past or current employments at Island Federal. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Island Federal. The data presented on this page does not represent the view of Island Federal and its employees or that of Zippia.
Island Federal may also be known as or be related to Island Federal and Island Federal Credit Union.