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Island Federal jobs - 109 jobs

  • Member Operations Specialist

    Island Federal Credit Union 3.0company rating

    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. **************************************************************** 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. ************************************************************************************************ Requirements: High school graduate or equivalent. Prior financial services and operations experience preferred. Possesses general knowledge of BSA rules and regulations. ************************************************************************************************ 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. ***********************************************************************************************
    $55k-81k yearly est. Auto-Apply 60d+ ago
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  • Digital Marketing Specialist

    Island Federal Credit Union 3.0company rating

    Island Federal Credit Union job in Hauppauge, NY

    ***************************************************************************************************************************************************************** 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. ********************************************************************************************************************* 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 ********************************************************************************************************************* 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 ********************************************************************************************************************* 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. 13d ago
  • Cloud Services Administrator

    Teachers Federal Credit Union 4.3company rating

    Hauppauge, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary The Cloud Services Administrator works to implement, maintain, and improve the infrastructure and functionality of Teachers cloud structures. The Administrator is responsible for installing cloud services, while working alongside network/system engineers to ensure that cloud services continue to function in a timely, cost-effective and efficient manner to meet business requirements and ensure optimal performance. Qualifications & Education * Bachelor's degree in an IT-related field required * Minimum of two years' experience working in an information technology or networking related field required * CompTIA Cloud +, AWS Solutions Architect, Google Associate Cloud Engineer, Microsoft Azure Certified, CCSK certifications preferred * Financial institution IT experience preferred * Diagnostic, problem-solving, and analytical skills * Extensive knowledge of LAN/WAN networks, and networking technologies * Hands-on experience with common enterprise software and hardware Job Duties * Administer cloud-based applications, including user access permissions * Support the various SAAS platforms including but not limited to Google Workspaces, Oracle Cloud, Mulesoft Cloud, LogicMonitor Azure, etc. * Set up cloud-based applications according to specifications and needs * Control cloud application access to ensure that company employees receive access to appropriate resources * Protect cloud-based applications from data breaches or cybersecurity threats * Update cloud-based application security protocols * Troubleshoot issues with any cloud-based applications * Work with the Network/System Engineers to carry out business related initiatives and essential duties * Perform other duties as needed upon request from immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $32.00 to $38.50 hourly. This range is an estimate based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-CG1
    $32-38.5 hourly 39d ago
  • Credit Union Call Center Representative

    Hudson River Community Credit Union 3.7company rating

    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 ************************
    $17.8-22 hourly 5d ago
  • Learning and Evaluation Manager

    ESL All Companies 4.5company rating

    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 2d ago
  • Licensed Financial Services Representative - Greece Market

    ESL All Companies 4.5company rating

    Rochester, NY job

    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 4.5company rating

    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 2d ago
  • Manager, Regulatory Compliance

    ESL All Companies 4.5company rating

    Rochester, NY job

    Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. with additional hours to support programs. 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: $160,500.00 Salary Range: $141,788 - $178,747.24 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 primarily responsible for overseeing, developing and driving the company's compliance program. The compliance program ensures the development and implementation of compliance related policies and controls and ensures compliance with laws and regulations while continuously enhancing the Credit Union's reporting systems which are designed to enable the senior management team, and the Board of Directors, to identify and take actions as necessary. The individual identifies, develops and implements procedures to ensure that the compliance programs are effective and efficient in identifying, preventing, detecting and correcting noncompliance with applicable laws regulations and policies. In essence, this position fills the role of compliance officer for the credit union. Principle Responsibilities/Accountabilities: Compliance Controls •Works cross functionally and with external stakeholders to ensure compliance related requirements and modifications are communicated to those areas of the Credit union which are most significantly impacted. Identifies compliance related educational opportunities, as well as opportunities to comment on proposed changes to the compliance environment. Oversees and monitors the compliance component of the company's procedures, processes and programs to ensure that (1) compliance standards are being satisfied, (2) the Credit union is protected against and/or detects possible violations of laws, regulations, and corporate policies, and (3) identify opportunities for enhancement of compliance related internal controls. Advertising and Disclosures •Ensure that advertising, disclosures and other published documents used by the Credit Union comply with applicable laws and regulations Bankruptcy & Credit Reporting Management •This position manages reporting and communication on bankruptcy and credit reporting related matters involving the Credit Union's members. Oversight includes ensuring proper and timely communication by the responsible roles to external parties. Bank Secrecy And OFAC •Ensure that reports to regulatory agencies are accurate and filed on time. Manage the team that satisfies the duties related to bank secrecy act and OFAC for the Credit Union and ESL Trust Services, LLC. Oversees (or fulfills) the roles of bank secrecy officer and OFAC officer. Participation in Corporate Projects •This function provides and oversees critical compliance support on corporate projects and initiatives Compliance Program & Record Retention •Oversee the credit union's compliance management, HMDA and record retention programs. Qualifications: Bachelor's Degree in Business Administration, Accounting, Project Management, Legal, or other similar fields associated with compliance officers Minimum of 10 years of regulatory compliance experience, with a strong, working knowledge related regulatory agencies and their regulations. Additional Preferred Qualifications: Minimum of 5 years of management experience. NCUA, DFS and other financial services related regulatory agencies experience. Regulatory Compliance Certification Additional BSA related training/certification 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
    $141.8k-178.7k yearly 18d ago
  • Student Accounting Intern - Summer 2026

    ESL All Companies 4.5company rating

    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 4d ago
  • Business Development Mortgage Originator

    ESL All Companies 4.5company rating

    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 3.0company rating

    Island Federal Credit Union job in Hauppauge, NY

    ***************************************************************************************************************************************************************** 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. ***************************************************************************************************************************************************************** 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. ***************************************************************************************************************************************************************** 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 ***************************************************************************************************************************************************************** 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 13d ago
  • Student Teller - (Geneseo) Summer 2026

    ESL All Companies 4.5company rating

    Geneseo, NY job

    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. 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 4d ago
  • Licensed Financial Services Representative - Greece Market

    ESL Federal Credit Union 4.5company rating

    Rochester, NY job

    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
  • Manager, Regulatory Compliance

    ESL Federal Credit Union 4.5company rating

    Rochester, NY job

    Hours: 40 Schedule: This position is hybrid and remote eligible for up to 40% of the time. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are Monday - Friday 8:00 a.m. - 5:00 p.m. with additional hours to support programs. 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: $160,500.00 Salary Range: $141,788 - $178,747.24 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 primarily responsible for overseeing, developing and driving the company's compliance program. The compliance program ensures the development and implementation of compliance related policies and controls and ensures compliance with laws and regulations while continuously enhancing the Credit Union's reporting systems which are designed to enable the senior management team, and the Board of Directors, to identify and take actions as necessary. The individual identifies, develops and implements procedures to ensure that the compliance programs are effective and efficient in identifying, preventing, detecting and correcting noncompliance with applicable laws regulations and policies. In essence, this position fills the role of compliance officer for the credit union. Principle Responsibilities/Accountabilities: Compliance Controls * Works cross functionally and with external stakeholders to ensure compliance related requirements and modifications are communicated to those areas of the Credit union which are most significantly impacted. Identifies compliance related educational opportunities, as well as opportunities to comment on proposed changes to the compliance environment. Oversees and monitors the compliance component of the company's procedures, processes and programs to ensure that (1) compliance standards are being satisfied, (2) the Credit union is protected against and/or detects possible violations of laws, regulations, and corporate policies, and (3) identify opportunities for enhancement of compliance related internal controls. Advertising and Disclosures * Ensure that advertising, disclosures and other published documents used by the Credit Union comply with applicable laws and regulations Bankruptcy & Credit Reporting Management * This position manages reporting and communication on bankruptcy and credit reporting related matters involving the Credit Union's members. Oversight includes ensuring proper and timely communication by the responsible roles to external parties. Bank Secrecy And OFAC * Ensure that reports to regulatory agencies are accurate and filed on time. Manage the team that satisfies the duties related to bank secrecy act and OFAC for the Credit Union and ESL Trust Services, LLC. Oversees (or fulfills) the roles of bank secrecy officer and OFAC officer. Participation in Corporate Projects * This function provides and oversees critical compliance support on corporate projects and initiatives Compliance Program & Record Retention * Oversee the credit union's compliance management, HMDA and record retention programs. Qualifications: * Bachelor's Degree in Business Administration, Accounting, Project Management, Legal, or other similar fields associated with compliance officers * Minimum of 10 years of regulatory compliance experience, with a strong, working knowledge related regulatory agencies and their regulations. Additional Preferred Qualifications: * Minimum of 5 years of management experience. * NCUA, DFS and other financial services related regulatory agencies experience. * Regulatory Compliance Certification * Additional BSA related training/certification 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
    $141.8k-178.7k yearly 19d ago
  • Consumer Loan Expert

    First New York Federal Credit Union 3.6company rating

    Albany, NY job

    Full-time Description Demonstrates a highly motivated, positive, outgoing personality with a strong emphasis on sales and results orientation to ensure the credit union maximizes lending and sales opportunities with members who apply for credit. Consistently demonstrates the ability to think independently, outside the box, by effectively responding to each individual member's unique situation. Possess a thorough knowledge of the lending process from application to closing. Demonstrates a commitment to exceptional member service and teamwork. Is fully knowledgeable of all credit union products and services and is able to confidently offer appropriate solutions to fit member need. Duties & Responsibilities Uses strong interpersonal skills and influence to consistently achieve sales goals. Overcomes objections with persuasion and determination. Confidently presents appropriate solutions to fit members' needs. Maximizes opportunities to sell credit union products and services to benefit the member and enhance quality and depth of member relationship. Is keenly aware of personal, team, departmental and credit union wide goals and prioritizes work to achieve funding of goals. Demonstrates the ability to excel in a fast paced environment and meets goals and deadlines. Demonstrates persistence and overcomes obstacles to maintain above average closing ratios. Demonstrates an unsurpassed commitment to exceptional member service that ensures a great experience with each encounter. Effectively responds to the needs and concerns of members; often going beyond the initial need or expressed concern. Follows up to make sure the member's expectations have been met or exceeded. Clearly Explains recommendations, products and services in ways members can easily understand. Demonstrates patience, respect and professionalism with members. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration. Actively supports member education events and seminars. Responsible for providing timely and accurate information and responses to decisions to internal and external members. Accurately and efficiently performs transactions and responds to member requests. Builds rapport with fellow team members and credit union staff. Shares personal expertise with peers. Fosters a spirit of cooperation to ensure the success of the team. Actively participates in and completes all ongoing required loan and sales training. Perform other duties as may be assigned. Requirements A minimum of two years consumer lending experience preferred. One year of experience in a sales environment. Must have or gain thorough knowledge of credit union's lending policies and procedures, products and services, laws and regulations. Excellent sales, interpersonal, oral and written communication skills required. Strong organizational skills. Ability to maintain a high level of confidentiality. Fluent in MS Excel and Word. Become fully familiar with and clearly communicate underwriting philosophies, lending decisions (approved, denied or conditioned), approval stipulations, loan products and services, credit bureau reports and scores, credit histories, applicable Federal regulations, Guaranteed Asset Protection (GAP), Credit Life and Disability insurance, loan and deposit rates, lending policies and procedures and automated underwriting process. Work Schedule: Mon. - Fri. 8:00am - 5:00pm or 9:00am - 6:00pm, Sat. 9:00am - 1:00pm (Sat - Typically on a once-a-month rotation per Loan Expert) Work Location: Fully On-Site Salary Description Rate of pay - $18.83/hr + department's monthly incentive program
    $18.8 hourly 2d ago
  • Credit Union Call Center Representative

    Hudson River Community Credit Union 3.7company rating

    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 5d ago
  • Digital Marketing Specialist

    Island Federal Credit Union 3.0company rating

    Island Federal Credit Union job in Hauppauge, NY

    ***************************************************************************************************************************************************************** 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. ********************************************************************************************************************* 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 ********************************************************************************************************************* 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 ********************************************************************************************************************* 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 13d ago
  • Consumer Loan Processor

    Island Federal Credit Union 3.0company rating

    Island Federal Credit Union job in Hauppauge, NY

    ***************************************************************************************************************************************************************** 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. ***************************************************************************************************************************************************************** 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. ***************************************************************************************************************************************************************** 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 ***************************************************************************************************************************************************************** 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. 14d ago
  • Financial Services Specialist - Stony Brook

    Teachers Federal Credit Union 4.3company rating

    Stony Brook, NY job

    Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary: Accurately and efficiently performs all duties and functions at various branch locations as assigned. Assists the Manager and Assistant Manager in leading a group of banking professionals to achieve organizational goals for sales, service and operational excellence. Education and/or Experience: * A high school education or GED required * Minimum of three years Branch operations experience required * Banking products, cross-selling, member onboarding, new account openings, retail banking, banking software * Notary public preferred * Must have reliable transportation and able to travel between branch locations (up to 25%) as needed; current valid NYS driver's license required. Job Responsibilities: * Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently * Perform the duties of a Teller Operations Supervisor as assigned. Assign work, ensure cash, coin and ATM machines are maintained/proofed, and order cash and supplies for the branch * Perform the duties of an Assistant Manager as assigned. Manage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder * Perform the duties of a Financial Services Representative as assigned. Open membership accounts, IRAs, CDs, and assist members with their banking needs. Respond to member questions and resolve problems * Assist members with completing consumer loan applications, collect required documentation, and obtain required signatures * Cross-sell Teachers products and services * Perform the duties of a Teller as assigned. Process deposits, withdrawals, loan payments, plan contributions and other transactions by verifying member identity/signatures, secure necessary approvals, and balance the Teller drawer * Comply with Teachers policies, procedures, guidelines and applicable laws/regulations, ensure the security of the workstation including cash and negotiable items, and may assist other branch staff with daily balancing * Perform other duties upon request from immediate supervisor Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: * This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives * Paid time off for vacation, personal days, and holidays * 401(k) company contribution * Teachers pays 100% of Dental & Vision premium * Tuition reimbursement is offered to full-time employees * Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $23.80 - $28.60 an hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit ***************************************** Click here to view: California Privacy Notice #LI-JM1
    $23.8-28.6 hourly 55d ago
  • Teller

    Island Federal Credit Union 3.0company rating

    Island Federal Credit Union job in Riverhead, NY

    TELLER I/TELLER FLOAT ***************************************************************************************************************************************************************** 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. ************************************************************************************************************** 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. ********************************************************************************************************** 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. **************************************************************************************************************************************************************' 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. ****************************************************************************************************************************************************************
    $29k-35k yearly est. Auto-Apply 6d ago

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Island Federal may also be known as or be related to Island Federal and Island Federal Credit Union.