About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
A successful candidate in this role will be innovative, engaging, and a strong leader. The VP of Consumer Lending is responsible for leading Consumer Lending processes and workflows while working with credit union technology teams to design and implement process automation to achieve loan portfolio growth. The executive will ensure yields are sufficient to compensate for risk of default and for continued investment in technology and staff within the lending division. The executive will lead strategic development within the department, ensuring the department is functioning within regulatory standards and making sound lending decisions while continuing to meet the needs of a diverse population of members, enhance product visibility, and ensure consumer loan credit quality.
Key Responsibilities:
Develop, enhance, and automate processes to improve effectiveness in the consumer lending area including identifying any weaknesses and offering solutions to solve any problems.
Successfully integrate loan objectives, opportunities, and resources to meet loan growth goals.
Collaborate with colleagues across organization to accomplish credit union's goals.
Responsible for overall credit administration and consistent review of credit underwriting opportunities to leverage automation.
Lead the credit union strategy to acquire, develop, and maintain productive lending relationships.
Consumer loan acquisitions (direct, indirect, credit card, and all potential other sources).
Develop member acquisition strategies through all channels.
Work extensively to develop strategic concept, critical thinking, and mentoring.
Provide successful leadership and strategic direction of consumer lending.
Ensure productivity standards are met including high level quality service internally and externally.
Who you are:
Minimum 7 years of experience in consumer lending with minimum 5 years of management experience
Excellent verbal and written communication skills; ability to call, connect, and interact with existing and potential business partners.
Thorough knowledge of consumer lending marketplace with ability to develop dynamic lending strategies
Coach and develop staff to increase product knowledge and management, improving effectiveness of individual and department performance
Mentor and provide staff with the resources needed to attain results and goals
Demonstrate a strong ability to identify, analyze and solve problems
Demonstrate ability to recognize management problems and develop solutions
Exemplify credit union philosophy of people helping people
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
Hybrid Schedule (min 3 days in office to maximize collaboration)
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $132,612.50 - $169,080.94, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
$132.6k-169.1k yearly 9d ago
Looking for a job?
Let Zippia find it for you.
Product Strategy Analyst
Usalliance Financial 4.0
Usalliance Financial job in Rye, NY
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
As a Data Analyst and member of the finance team, you will analyze competitive trends and support USALLIANCE's objectives of having highly competitive and market-leading deposit products. You will collaborate closely with finance, marketing, and other technical teams to develop and implement data-driven strategies aimed at driving growth and profitability. You will play a significant role in shaping deposit product features and recommending pricing to ensure USALLIANCE delivers exceptional deposit products for its members.
Key Responsibilities:
Analyze trends in membership growth, deposit flows, and service execution and make recommendations for deposit product or feature enhancements.
Use financial tools to measure, monitor, and forecast interest and non-interest expenses attributed to deposit products and to support planning and decision-making.
Monitor competitors and market trends to identify competitive strengths, weaknesses, and opportunities for deposit product improvement and growth.
Collaborate with cross-functional service and technical teams to implement product feature changes, focusing on target demographic needs, product feature benchmarking, service delivery, and profitability.
Contribute to the preparation of the monthly cash flow forecast report by analyzing and projecting deposit flows and month-end balances.
Assist in preparing monthly financial reports for senior management and the board of directors.
Remain current with applicable laws and regulations to ensure ongoing compliance.
Who you are:
Must have minimum of 4 years of product analyst or related experience.
Bachelor's degree in accounting, finance, or a related field.
Experience in financial analysis, preferably in the financial services sector.
Proven ability to extract data, build reports, and interpret results.
Analytical and problem-solving skills, with demonstrated capability to analyze complex data sets and derive actionable insights.
Communication and presentation skills, with proficiency in conveying complex information clearly and concisely.
Proficiency in financial and data analysis tools, such as Microsoft Excel. SQL is a bonus.
Familiarity with financial industry regulations and compliance standards.
A passion for digital innovation and a strong desire to make a meaningful impact on the future of finance.
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
Hybrid Schedule (min 3 days in office to maximize collaboration)
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base salary/hourly range for this position is $73,979.75 - $94,324.18, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
$74k-94.3k yearly Auto-Apply 60d+ ago
TEMP Vita Assistant
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Temporary VITA Assistant will support the FourLeaf VITA/TCE Program during tax season by assisting with appointment scheduling, tax preparation, taxpayer support, and quality review. This role involves both virtual and in-person engagement and requires completion of specialized training and IRS tax law certification.
Core Contributions
* Communicate with taxpayers to assess their needs and determine the appropriate type of assistance. Schedule them for in-person or virtual appointments accordingly. Document key details from each interaction to support intake representatives and tax preparers. Follow-up calls may be necessary until the taxpayer is successfully scheduled or referred to an AFM VITA/TCE partner for further support.
* Provide virtual support to taxpayers through scheduled video appointments. Responsibilities include verifying taxpayer identities, ensuring they have all necessary documents ready for upload, and maintaining a continuous video connection throughout the session to facilitate the completion of their tax returns.
* Prepare tax returns using interview notes, IRS forms, and supporting tax documents. Ensure all necessary materials are available to complete each return accurately. If any information is missing, follow up with taxpayers to collect the required details.
* Conduct quality reviews of completed tax returns and schedule taxpayers for video appointments to finalize the process. During these sessions, maintain a continuous video connection, verify return accuracy, and email IRS e-file authorization forms to taxpayers. Secure their electronic signatures to complete the filing process.
* Support the Mobile and Traditional VITA teams in delivering in-person VITA/TCE services at designated partner locations across Nassau, Suffolk, Queens, and New York City. Assist with setup, client intake, and tax preparation activities as needed to ensure smooth operations at each site.
Assets You Will Bring
* Some college.
* VITA volunteer experience.
* IRS VITA Certification.
* Willingness to travel to various partner locations as needed.
* Strong communication and organizational skills.
* Ability to work independently and as part of a team.
* Comfortable using video conferencing tools and handling sensitive information securely.
The expected salary for this role is $20 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$20 hourly 60d+ ago
BSA/AML Case Analyst
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The BSA/AML Case Analyst is responsible for conducting and dispositioning mid-risk and continuation case investigations using a risk-based approach within Verafin, performing detailed research and documentation to determine whether activity can be mitigated or requires a SAR filing. This role includes writing SARs, escalating high-risk cases to leadership, and ensuring thorough record retention for audits and regulatory reviews.
This opportunity is open to flexible work options including a hybrid or remote set up.
Core Contributions
* Investigate Tier 1 alerts and manual referrals using Verafin's BSA/AML monitoring system, incorporating internet research, database queries, negative media screening, and internal system reviews.
* Determine whether identified activity is suspicious, and if so, assess the level of BSA/AML risk. Provide recommendations to management on whether activity should be escalated for law enforcement referral or reviewed for potential account closure.
* Coordinate with various business lines including Retail Banking, Business Banking, Fraud, Legal, and Regulatory Compliance, to gather supporting information and properly disposition cases.
* Issue Requests for Information (RFIs) to internal business partners in Retail Banking, to validate or substantiate member activity.
* Write and submit Suspicious Activity Reports (SARs) and Continuing Activity SARs within Verafin, ensuring accuracy and compliance with FinCEN requirements and internal deadlines.
* Escalate any high-risk cases (e.g., terrorism, human trafficking, negative media, employee account concerns) immediately to the BSA/AML Compliance Officer or Assistant Manager BSA/AML High Risk Operations.
* Assist in processing 314(a) and 314(b) information-sharing requests in accordance with FinCEN guidelines, including validating request legitimacy and documenting all shared information.
* Provide subject matter expertise and training support to junior analysts, specialists, or contractors.
* Stay current on regulatory developments and participate in ongoing BSA/AML training. Support the BSA/AML Compliance Officer in ensuring FourLeaf's compliance and reducing risk exposure.
* Perform additional duties or special projects as assigned by management in support of the BSA/AML program and broader compliance functions.
Assets You Will Bring
* Bachelor's Degree preferred or equivalent experience.
* 3+ Years of experience working in a relevant field (i.e. BSA/AML, law enforcement, fraud, forensic accounting, or financial crime compliance) required.
* At least 1 year of previous SAR writing experience required.
* CAMS or qualified to apply and obtain CAMS certification within 6 months.
* Verafin and Fiserv DNA experience (a plus, not required).
The estimated salary for this role is $31.93 to $38.32 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$31.9-38.3 hourly 4d ago
Home Equity Lending Specialist - Lending Tree
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Home Equity Lending Specialist is a subject matter expert in home equity products with strong credit underwriting and analytical skills. This role focuses on evaluating credit files and identifying opportunities to restructure loans for optimal approval. Specialists support strategic initiatives by making outbound calls to engage customers and drive loan pull-through. Primary focus is on targeted outreach to members identified through data-driven criteria.
Schedule: 1 weekday off, 2 evening shifts (11:00am-8:00pm), 2 morning shifts (8:30am-5:30pm), and every Saturday (8:30am-5:30pm).
Core Contributions
* Lead outbound calling initiatives using the Five9 platform to execute strategic member engagement campaigns aligned with business objectives. Campaigns focus on targeted outreach to members identified through data-driven criteria. Maintain accurate and comprehensive records of all interactions using Salesforce CRM as the system of record.
* Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals. Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience .
* Responsible for achieving individual performance objectives and effectively managing the loan pipeline, while closely monitoring loans in process to ensure a seamless and high-quality member experience throughout the lending journey.
* Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance.
* Demonstrates advanced credit underwriting expertise and proficiency in analyzing credit reports to facilitate insightful member conversations and strategically restructure loans for optimal outcomes.
* Comply with all aspects of Bank Secrecy ACT (BSA)/Anti-Money Laundering (AML), Office of Foreign Asset Control (OFAC) and Consumer Financial Protection Bureau (CFPB) regulatory requirements as it relates to this position.
Assets You Will Bring
* High School Diploma or GED.
* 2+ years of lending experience in sales or tele-sales.
* Sales experience, team player, strong oral and written communication skills, time management and prioritization skills to meet deadlines and close sales in a timely manner.
* Lending Certified.
* NMLS License.
The estimated salary for this role is $28.29 - $33.25 per hour. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.)
What Sets Us Apart?
Along with a comprehensive benefit package, we offer:
* Competitive 401k
* Tuition reimbursement
* Flexible work options
* Volunteer opportunities
* Water Cooler Chats with executive teammates
* Clubs & Sports
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$28.3-33.3 hourly 31d ago
Member Value Personal Banker - Baldwin
Bethpage Federal Credit Union 3.8
Baldwin, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members' best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB's will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required.
Core Contributions
* Sales
* Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members.
* Meet deposit unit and dollar sales goals.
* Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits.
* Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs.
* Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships.
* Actively uncover opportunities for auto, home equity, business and residential loans.
* Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc.
* Be accountable for meeting monthly, quarterly and annual sales goals.
* Operations
* Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA's, Notary if applicable among others.
* Assesses and identifies the best possible lending product for members. Responsible for understanding product's features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products.
* Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable.
* Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy.
* Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
* Member Experience
* Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market.
* Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships.
* Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues.
* Maintains high member satisfaction that aligns to FourLeaf's expectations including professionalism, accuracy, and timely follow up with members.
* Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
* Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs.
* Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times.
* Compliance
* Supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control.
* Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's.
* Stays abreast and adheres to policies, procedures, and banking regulations.
* Identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf.
* Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
* Strategy
* Participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics.
* Continually enhance sales conversations to obtain member relationships to drive deposits and loans.
Assets You Will Bring
* High School Diploma or GED.
* 2+ years of demonstrated sales and service success.
* NYS Notary Public License.
* NMLS License.
* PC, Windows, and Internet proficient.
* Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management.
The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$28.9 hourly 27d ago
Manager Corporate Communications
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Manager Corporate Communications is responsible for developing the Corporate Communications team and overseeing all day-to-day functions and responsibilities to ensure optimal team performance. This role is also responsible for building and delivering a comprehensive communications strategy that drives executive visibility, solicits employee feedback, and delivers clear, consistent, and impactful messaging designed to increase knowledge and awareness and drive organizational change. The Manager Corporate Communications will work directly with VP to streamline team processes and set future direction for the team. This role will serve as backup for Crisis Management and Response Planning.
Core Contributions
* Team Leadership
* Lead and develop a high-performing corporate communications team aligning with current best practices.
* Coach team for continuous improvement and success in an agile work environment.
* Track daily priorities and tasks to best distribute resources and ensure deadlines are met.
* Department Strategy
* Set team direction, develop and manage corporate communication strategies and budgets.
* Maintain Firstup relationship with Multimedia Specialist to continuously review and enhance Connections.
* Establish key metrics and KPIs to drive success through Connections engagement.
* Build communications request process and align requests around resources available.
* Build process for master calendar of employee communications and engagement activities.
* Evaluate effectiveness of communication campaigns, track engagement, and conduct analysis to identify challenges and opportunities for growth and increased impact.
* Content Leadership & Development
* Develop and lead all aspects of the creation of internal content.
* Direct creative execution to ensure consistency in tone and messaging, targeting content when needed.
* Advance strategic initiatives to enhance corporate communication efforts.
* Review project resources and ensure proactive team engagement in meetings and through timely content creation.
* Collaboration & Engagement
* Work cross-functionally with all departments and business lines to support strategic priorities and projects.
* Ensure messaging meets team standards and aligns business needs for all organizational messages.
* Partner with executive team and leads for presentations, executive communications, and strategic messaging ensuring consistency and maintaining confidentiality on sensitive communications.
* Coordinate with Marketing leaders to ensure internal communications and external member communications are aligned.
* Develop means of receiving employee feedback and creating engagement opportunities for positive EX.
* Work with VP and Crisis Specialist to increase awareness of daily incidents and tracking practices and serve as backup as needed on Crisis teams.
Assets You Will Bring
* Bachelor's Degree. Field of Study: Communications or related field.
* 5+ years experience in communications or related area, with 3+ years of experience in management.
* Experience with digital communications platforms and measurement.
* Skills: Leadership, relationship management, project management, crisis management, organization, and
strong verbal, writing, and editing skills.
The estimated salary for this role is $92,308 to $110,770 annually. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.)
What Sets Us Apart?
Along with a comprehensive benefit package, we offer:
* Competitive 401k
* Tuition reimbursement
* Flexible work options
* Volunteer opportunities
* Water Cooler Chats with executive teammates
* Clubs & Sports
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$92.3k-110.8k yearly 8d ago
Business Continuity Program Manager
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Business Continuity Program Manager reports to the First Vice President of Enterprise & Third-Party Risk Management and is responsible for developing, implementing, and maintaining FourLeaf's Business Continuity Management (BCM) Program. This role ensures the organization is prepared to respond to disruptive events ranging from natural disasters to cyber incidents in a way that minimizes operational, financial, and reputational impact. The ideal candidate will have a strong background in risk management, disaster recovery, and regulatory compliance, particularly within the banking or financial services sector.
Core Contributions
* Program Development & Governance
* Develop, implement, and maintain the FourLeaf's enterprise-wide Business Continuity and Disaster Recovery Program, including policies, plans, procedures, and governance frameworks
* Business Impact Analysis & Risk Assessment
* Conduct Business Impact Analyses (BIAs) and risk assessments to identify critical business functions and interdependencies; update regularly to reflect organizational or environmental changes.
* Plan Development & Maintenance
* Partner with Business Leaders to develop and maintain business continuity and recovery plans; ensure documentation is current, actionable, and in compliance with regulatory expectations.
* Testing & Exercises
* Coordinate and conduct regular business continuity and disaster recovery exercises, including tabletop simulations and full-scale recovery tests with FourLeaf's technology CUSO while tracking all findings and overseeing remediation.
* Audit, Examination, & Compliance Support
* Ensure the BCM program aligns with regulatory requirements (e.g. NUCA, NYDFS, FFIEC, NIST, OCC, FDIC, ISO 22301). Support internal and external audits, regulatory examinations, and enterprise risk assessments related to business continuity and operational resilience.
* Training & Awareness
* Design and deliver business continuity training and awareness programs to enhance organizational resilience and response readiness.
* Incident Crisis Management Support
* In collaboration with risk management leadership, serve as the risk liaison during a crisis event with a business continuity impact to facilitate response, recovery efforts, in addition to ensuring communication timely between key stakeholders.
* Third Party Risk Integration
* Evaluate vendor business continuity plans as part of the third-party risk management process in partnership with Third- Party Risk Management and Information Security.
* Reporting & Metrics
* Provide regular updates and reporting on program maturity, risk posture, test results, and compliance status to senior leadership and risk committees.
Assets You Will Bring
* Bachelor's degree in Business Administration, Risk Management, or Information Security.
* 5-7 years of experience in business continuity, disaster recovery, or operational risk management, preferably in a banking or financial services environment.
* In-depth understanding of BCM frameworks, regulatory guidance (e.g., NIMS, FFIEC, ISO 22301), and risk management principles.
* Experience working with GRC or BCM platforms (e.g. Fusion, Archer, MetricStream).
* Experience with IT disaster recovery planning and coordination with Info Security & IT teams.
* Strong analytical, critical thinking, time management and problem-solving skills.
* Proven experience in program management, preferably in corporate or financial institution setting.
* Strong knowledge in risk or business continuity frameworks, methodologies and tools.
* Proficient in agile task management and program development.
* Understanding of regulatory and compliance requirements. Including but not limited to NUCA, OCC, NIST, CFPB and NYDFS.
* Professional certifications such as CBCP, MBCP (DRI), or ISO 22301 Lead Implementer preferred.
* MS Office Suite with an expertise in Excel and PowerPoint, in addition to general operation of standard office equipment such as Office 365 etc.
The estimated salary for this role is $94,570 to $113,484 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$94.6k-113.5k yearly 60d+ ago
Loan and Member Services Representative II - Albertson
Bethpage Federal Credit Union 3.8
Albertson, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Loan and Member Service Representative II contributes to the success of the branch by collaborating with the supervisory team in managing the overall operations of the branch ensuring alignment to corporate strategies and objectives. Lead by example and effectively develop LMS I Reps to deliver exceptional member experiences, foster long lasting relationships and effective use of financial knowledge to offer thoughtful solutions that address member needs. The expectation is for the team to make sound recommendations for products and services that benefit the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required.
Core Contributions
* Leadership
* Embrace a culture of change, agility, inclusiveness, and innovation that aligns to Retail and the organization's vision and strategic goals.
* Collaborate with the supervisory team to set clear objectives for the branch and each employee; monitor progress and track results.
* Promote a balance between the employee and member experience by engaging with the team to support a positive environment.
* Inspire others to grow and develop to build bench strength.
* Operations
* Manage the day-to-day operations of the platform unit and at times the teller unit. This includes monitoring appropriate cash levels, daily proof, member escalations and supervisory risk assessment for member transactions.
* Ensure that the branch representatives effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts. Lending responsibilities include submitting applications, disbursements, maintenance, and loan closings including for Home Equity products. IRA's, NYS Notary, resolving member issues and performing all financial transactions including teller transactions.
* Demonstrate a strong working knowledge of operational procedures and policies to be able to assist with complex tasks and situations.
* Guide the LMS and Teller teams to make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. i.e. making determinations for check holds while adhering to funds availability policy.
* May act in the capacity of the Head Teller/Teller when necessary or as the lead supervisor based on branch needs.
* Employee Experience
* Collaborate with the supervisory team to effectively onboard new employees.
* Engage with the team to drive positive employee experiences.
* Transfer learning to the team through direct development or leveraging other training/development opportunities available.
* Provide coaching and career development conversations with direct reports on a consistent basis. This may include creating development plans, performance improvement plans, and disciplinary actions as needed.
* Coach and develop the branch representatives to be a trusted advisors who can effectively use a consultative sales approach to assist with growing the branch market.
* Member Experience
* Develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs to make beneficial recommendations and warm transfers to branch representative or business partners. Which includes:
* Making sound recommendations for products and services. This includes referring members to business partners.
* Analyzing/researching account/loan data and resolving issues.
* Conducting interactions that include professionalism, accuracy and timely follow up.
* Work with the team to have the ability to communicate with members to share knowledge and information.
* Features and benefits of products and services.
* Technology and self-service options.
* Marketing promotions.
* Business partner services.
* Contribute to the management of the branch traffic flow with lobby management. This includes welcoming members, checking in members waiting for platform services, and at times assisting to ensure that the teller and drive-up traffic are managed with limited wait times.
* Compliance
* Collaborate with the supervisory team in maintaining branch controls. This includes, but is not limited to branch self-audits, reconciliations, daily proof, daily reports, verifying currency, balancing individual cash box/cash recyclers (TCR), CTR's and SAR's.
* Adheres to policies, procedures, and banking regulations.
* Identifies and manages emerging risks and fraud trends to minimize exposure to members and FourLeaf.
* Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
* Strategy
* Participate in the overall success of the branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics.
* Collaborate with the supervisory team to create, implement, and manage strategies.
Assets You Will Bring
* College Degree preferred, some college or related work experience required.
* 1+ years of financial or equivalent sales and service experience.
* 1+ years of supervisory experience preferred.
* Medallion Signature Guarantor within 3 months; FourLeaf Lending Product Certification within 6 to 12 months.
* National Mortgage Licensing System within 3 months; NYS Notary License within 6 months.
* PC, Windows, and Internet proficiency.
* High emotional intelligence, decision-making, excellent communication, relationship building, change management, time management, supervisor employee and member experience skills.
The estimated salary for this role is $25.72 to $30.22 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$25.7-30.2 hourly 22d ago
Assistant Branch Manager - Lynbrook
Bethpage Federal Credit Union 3.8
Lynbrook, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Assistant Branch Manager contributes to the success of the branch through collaboration in overseeing the branch operations ensuring alignment to corporate strategies and objectives while demonstrating effective leadership. Lead and manage change in an agile environment, sound decision making, problem resolution, and crisis management. Model behaviors that create a work environment that ensures exceptional employee and member experiences. The expectation is to effectively develop supervisors to lead teammates in delivering exceptional member experiences, foster long lasting relationships, use financial knowledge to offer thoughtful solutions to address member needs and process transactions accurately and efficiently. Monday to Saturday availability required.
Core Contributions
* Leadership
* Consistently demonstrates positive leadership attributes such as collaboration, strong communication skills, decision making, problem resolution, crisis management, initiative, and high emotional intelligence.
* Embrace and advocate a culture of change, agility, inclusiveness, and innovation that aligns to Retail and the organization's vision and strategic goals.
* Collaborate with supervisory team to set clear objectives for the branch and employees; monitor progress and track results.
* Promote a balance between the employee and member experience by engaging with the team to support a positive environment.
* Inspire others to grow and develop to build bench strength.
* Operations
* Manage the day-to-day operations of the branch.
* Collaborate with the supervisory team to continuously develop a consultative sales approach for the team to identify sales opportunities.
* Ensure the team can effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures.
* Demonstrate a strong working knowledge of operational procedures and policies to be able to assist with complex tasks and situations.
* Provide direction and guidance in overseeing the supervisory team to make sound decisions and develop their direct reports.
* Act as the lead supervisor when the Branch Manager is not present.
* Employee Experience
* Build strong relationships with all teammates and consistently works to create a positive, inclusive work environment where all employees feel engaged and valued.
* Collaborate with the supervisory team to effectively recruit, hire, and onboard new employees.
* Transfer learning to the team through direct development or leveraging other training/development opportunities available.
* Lead the coaching and career development conversations with direct reports on a consistent basis and ensure that this is in place for the supervisor's direct reports. This may include overseeing observations, documented coaching conversations, creating development plans, performance improvement plans, and disciplinary actions as needed.
* Work with manager to identify high potential employees and create career development plans and succession planning for the branch and organization.
* Member Experience
* Identify trends through daily observations and member surveys data to create and implement action plans for the team to provide improved member experience.
* Ability to de-escalate heightened member situations with emphasis on problem solving and service recovery. Provide support and guidance to supervisors to do the same.
* Work with the supervisory team to develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs to make beneficial recommendations and warm transfers to branch representatives or business partners.
* Ensure that the team strengthens their ability to communicate with members to share knowledge and information.
* Contribute to the management of the branch traffic flow with lobby management. This includes managing branch scheduling, lobby tracking, appointment assignments, and at times assisting to ensure that the teller and drive-up traffic are managed with limited wait times.
* Compliance
* Collaborate with the supervisory team in maintaining branch controls. This includes, but is not limited to branch self-audits, reconciliations, daily proof, daily reports, verifying currency, balancing individual cash box/cash recyclers (TCR), CTR's and SAR's.
* Stays abreast and adheres to policies, procedures, and banking regulations.
* Identifies and manages emerging risks and fraud trends to minimize exposure to members and FourLeaf.
* Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
* Strategy
* Participate in the overall success of the branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics.
* Collaborate with the supervisory team to create, implement, and manage strategies.
* Consistent analysis of branch production reports and activities to identify areas of opportunity.
* Supports promotions and business development efforts through in-branch contests, sales promotions, and marketing campaigns. Participates in community events and business organizations.
Assets You Will Bring
* College degree preferred or related work experience.
* 3+ years of financial or equivalent sales and service experience.
* 3-5 years of supervisory and leadership experience.
* 3-5 years of credit or lending experience.
* Medallion Signature Guarantor Certification within 3 months.
* National Mortgage Licensing System License within 3 months.
* NYS Notary License within 6 months.
* PC, Windows, and Internet proficiency.
* High emotional intelligence, decision-making, excellent communication, relationship building, change management, time management, supervisor employee and member experience skills.
The estimated salary for this role is $64,831 - $77,798 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$64.8k-77.8k yearly 18d ago
Senior Financial Risk Analyst
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Sr. Financial Risk Analyst reports to the Financial Risk Manager and assists in developing, implementing, and executing on the Enterprise Risk framework and assessments in alignment with the credit unions Risk Appetite Statement and consistent with the established Enterprise Risk Management program and strategic direction.
Core Contributions
* Assist in developing, implementing, and maintaining the credit unions' Financial Risk framework, including but not limited to, Model Risk, Insurance Risk, Credit Risk, Investment Risk, Interest Rate Risk and Deposit Risk. In addition to supporting assessments for New Products, Services, Project and Third-Party Assessments.
* Continuously monitor and measure key financial risk indicators to identify emerging financial risks and assist in assessing the organization's overall risk exposure. Use quantitative and qualitative techniques to analyze and model potential risks, including stress testing, scenario analysis, and simulations for key risks tied to financial transactions, cashflow, assets and liability management and investments.
* Recommend and implement risk mitigation strategies, such as hedging, diversification, insurance, and contingency planning. Work closely with various stakeholders, including senior management, business units, and external parties, to communicate and address risk-related issues.
* Assist Financial Risk Manager with the assessment of all new and existing models used by the Credit Union, and monitor, execute, and maintain model validations to ensure timely reviews, performance accuracy, and compliance with regulatory and internal standards.
* Assist with the implementation, assessment and maintenance of insurance policies for FourLeaf in align with regulatory requirements and strategic objectives.
* Partner with financial risk team and first line of defense to identify, track and monitor financial risk and control gaps through the various programs for remediation, in addition to reviewing the policy and procedures for regulatory updates.
* Assist in the preparation of the monthly, quarterly, annual, and ad hoc Financial Risk reports and presentations for the EVP/Chief Legal & Risk Officer, First Vice President of Enterprise and Third-Party Risk Management, Enterprise Risk Management Committee, Employee Asset Liability Committee and Board/Board Committees.
* Stay updated with applicable regulations and ensure the organization's risk management practices align with regulatory requirements. Continuously monitor industry developments, best practices, and emerging risk management techniques to enhance the organization's risk management capabilities.
Assets You Will Bring
* Bachelor's degree in Finance, Engineering, Economics, and/or Actuarial Sciences Accounting.
* 3-5 years' experience in a financial institution with a related area of Financial Risk Management, Insurance Management, Stress Testing, Model Risk, Finance and/or Accounting.
* Financial Risk Management Certification (FRM) or Chartered Financial Analyst (CFA).
* Proficiency with Microsoft Excel is a must.
* Preferable experience in Python, SQL, R and/or C++.
* Ability to work independently and effectively in a continually changing and fast paced environment.
* Strong critical thinking, problem solving and writing skills.
* Strong technical and data relationship skills.
* Strong insurance management background.
* Strong foundation in model development, governance and risk.
* Strong interpersonal communication skills to work with peers, management, and external parties, must be detailed oriented, organized and a team player.
* Strong understanding of how to review and assess cash flow, assets, liabilities, and financial transactions.
* Strong understanding of statistical analysis, knowledge of model risk framework is preferred.
* Self-starter, seeks out opportunities to learn and grow.
* Adaptable to vetting and using technology solutions for efficiency and optimization.
The estimated salary for this role is $39.45 to $47.34 per hour. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$39.5-47.3 hourly 60d+ ago
Senior Manager Employee Insights
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do Maintaining data integrity and employee confidentiality, the Sr. Manager Employee Insights is responsible for the strategic design, development, and execution of impactful enterprise-wide employee insight initiatives that support our organizational strategy and business objectives. They oversee and lead the Employee Insights team to maintain a constant pulse on employee sentiment through collecting feedback and data analysis. They generate awareness and education through employee insight touchpoints and programs, and lead data-based action planning to yield measurable results.
Core Contributions
* Survey Strategy and Design
* Lead, manage, and optimize the design, development, and implementation of employee survey strategy and large-scale surveys including but not limited to:
* Broad organizational survey strategy
* Employee Engagement Surveys
* Pulse Surveys (Employee Engagement, DEI, and similar)
* Supplemental Surveys as needed (based on employee sentiment)
* Maintain an accurate data infrastructure by ensuring demographics and reporting will be represented to provide the most useful and precise data.
* Survey Analysis and Insights
* Lead and manage the analysis of employee feedback collected through our surveys.
* Conduct an objective, end-to-end analysis organizing the compilation of data and analysis of employee feedback to uncover current state, top pain points, and track trends over time related to the employee experience.
* Lead the coordination and evaluation of alternative employee performance data analysis such as annual reviews, Employee Engagement, GPTW, supplemental surveys and similar surveys.
* Results Delivery and Storytelling
* Deliver and present survey results.
* The Sr. Manager Employee Insights is responsible for the timely communication and presentation of the employee story created from data within all surveys to ensure a full understanding and impact on the organizational strategy.
* Turns data into easy-to-understand visuals that tell a story, making complex ideas simple so leaders can act on them.
* Human Performance Improvement Initiatives
* Lead and manage Human Performance Improvement Survey initiatives.
* Work closely with OD, HR, LD leadership and other internal partners to address findings.
* Collaborate and share best practices with leaders across the credit union who are responsible for understanding results and creating team action plans.
* Highlight themes that are instrumental in creating meaningful action to positively impact EX.
* Collaborate with management and other stakeholders on the implementation and success of such initiatives.
* Follow up with key stakeholders to ensure action plan implementation.
* Measure impact of actions through follow up data analysis.
* Education and Awareness
* Provide ongoing awareness and education of Employee Insights best practices for management and people leaders.
* Create programs and initiatives which reach management and individual contributors.
* Educate new managers and leaders on our Employee Insights strategy, creating a foundational understanding of expectations.
* Continuous Improvement and Industry Awareness
* Maintain a keen understanding of engagement trends, developments, and best practices within the employee survey and analysis space, and within the Credit Union space.
* Frequently review and assess survey strategy and programs to ensure optimal results.
Assets You Will Bring
* Bachelor's Degree. Master's Degree Preferred. Field of Study: Industrial/Organizational Psychology, Data Analytics, Organizational Behavior, or
Social Science Research, Human Resources, Learning & Development.
* 7 years of experience.
* Experience with survey design and survey platforms.
* Certifications: Data Analytics, Human Performance Improvement.
The estimated salary for this role is $106,391 to $127,669 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$106.4k-127.7k yearly 10d ago
Payment Operations Specialist I
Usalliance Financial 4.0
Usalliance Financial job in Rye, NY
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
This position works independently and as a part of a team to support the operational functions to enhance efficient and effective payment processing and superior member support. Administers and performs services in relation to ACH, Check, Credit, Debit, and ATM card processing. Knowledge of regulations, compliance, and policies is a requirement. The incumbent will have substantial contact with vendors, members, and employees. Excellent oral and written communication skills, together with strong analytical ability and diplomacy, are required. The incumbent must have the ability to train others, to communicate to the user and to function in a time sensitive environment.
Key Responsibilities:
Performing transactions and handling requests associated with credit, debit and ATM cards,
Handling fraud and dispute claims to include monitoring, reporting, member contact, research and follow-up.
Review and adjustments of General Ledger and Internal Account settlement.
Maintaining service and volume expectations set forth by Management.
Providing back-up support for functions as assigned
Handling incoming queries from internal departments and members via phone, chat and email covering all Payment Solutions processes including ACH, Checks, Wires, Cards and Fraud/Disputes.
Ensures adherence and stays abreast of company policies, procedures, and industry regulations.
Provides support to members, branches, and other departments using tact and diplomacy while adhering to professional standards. Support may come via phone, e-mail, or face to face.
Promotes and maintains a positive work atmosphere by behaving and communicating in a manner consistent with professional standards to get along with members, co-workers, management, and vendors.
Perform other duties as assigned.
Who you are:
A minimum of one year banking/credit union expeirence, preferably supporting back-office functions (checking, ACH, wire transfers, credit/debit/ATM card inquiries, disputes/fraud reporting and tracking)
Ability to manage time, establish priorities and observe critical processing time frames.
Strong analytical, interpersonal, customer service and communication skills.
MS Word and Excel proficiency preferred.
High School Diploma or equivalent.
Performs other job-related duties and projects as necessary.
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
Hybrid Schedule (min 3 days in office to maximize collaboration)
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base hourly range for this position is $20.86 - $24.50, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
$20.9-24.5 hourly Auto-Apply 60d+ ago
Manager Technology - Core Banking Systems
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Manager Technology - Core Banking Systems will leads the daily administration, performance optimization, and strategic management of the Fiserv DNA core banking platform. This role is responsible for ensuring operational excellence, regulatory alignment, and continuous improvement across core banking services. The Manager Technology - Core Banking Systems manages a team of supervisors, analysts, and administrators, and collaborates cross-functionally with Information Technology, business units, and vendor partners to drive innovation, system reliability, and superior member experiences.
Core Contributions
* Strategic System Leadership
* Define and execute strategic roadmaps for the Fiserv DNA core platform, including upgrades, enhancements, and system integrations.
* Lead planning and execution of core-related initiatives in alignment with the credit union's technology and business strategies.
* Oversee projects involving Fiserv DNA custom application updates, version control, and deployment cycles.
* Operations & Team Management
* Manage a team responsible for daily core system operations, including supervisors, analysts, administrators, and support staff.
* Foster a culture of continuous improvement, innovation, and technical excellence.
* Develop team capabilities through coaching, training, and performance management.
* Vendor & Stakeholder Collaboration
* Serve as the primary liaison with Fiserv support teams and account managers, ensuring effective issue escalation, service optimization, and relationship management.
* Collaborate with Information Technology and business units to deliver integrated, seamless banking experiences.
* Manage third-party integrations and ensure optimal performance across connected systems.
* Regulatory & Compliance Oversight
* Ensure all core system activities align with applicable regulatory requirements and internal compliance frameworks.
* Maintain audit readiness through detailed documentation and change management controls.
* Support internal and external audits and examinations as needed.
* System Performance & Service Improvement
* Monitor system performance and user feedback to proactively identify and address opportunities for optimization.
* Implement streamlined support protocols to improve service delivery and reduce resolution times.
* Ensure high system availability, reliability, and responsiveness to meet organizational needs.
Assets You Will Bring
* High School Diploma or GED Equivalent
* 7+ years of experience in financial services technology, with a focus on core banking systems.
* 3+ years of supervisory experience, preferably managing a Fiserv DNA platform in a credit union or banking environment.
* Experience with nCino, Optis, and other integrated fintech platforms.
* Familiarity with AML/KYC frameworks and banking compliance standards.
* Fiserv DNA Certification or completion of Fiserv University Training Modules required.
* Fiserv DNA, Velocity, Microsoft Office Suite proficiency required.
* Deep understanding of credit union operations, compliance, and digital banking infrastructure.
* Proven experience managing vendor relationships and leading complex system projects.
* Excellent problem-solving, communication, and project management skills.
The estimated salary for this role is $114,647 - $143,308 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$114.6k-143.3k yearly 60d+ ago
Reportable Events Program Manager
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Enterprise Risk Reportable Events Program Manager reports to the Senior Manager Governance Risk, supporting the program governance and development in addition to monitoring, tracking and reporting incidents, issues, and losses for FourLeaf. This role will support FourLeaf's risk management framework by ensuring effective capture, investigation, root cause analysis, remediation tracking, and regulatory reporting of risk events.
Core Contributions
* Risk Incident Management
* Lead the enterprise-wide process for identifying, documenting, and analyzing risk incidents (e.g., operational errors, compliance breaches, system failures).
* Facilitate timely root cause analysis and ensure accountability for even resolution.
* Ensuring incidents are escalated appropriately and in accordance with severity thresholds.
* Issue and Action Plan Management
* Manage the lifecycle of risk issues and related remediation actions, including regulatory findings, audit issues, and self-identified control gaps in alignment with COSO.
* Track and report on issue remediation progress, aging issues, and overdue action plans to senior risk and business leaders.
* Partner with business units and risk owners to drive timely closure and sustainable resolution of issues.
* Loss Data Collection and Reporting
* Oversee the recording and classification of operational loss events in alignment with Basel/industry standards.
* Analyze trends in loss data and provide insights to improve risk mitigation and control effectiveness.
* Coordinate quarterly and annual loss reporting to internal stakeholders and regulatory bodies as required.
* Governance and Reporting
* Develop and maintain policies, procedures, and standards for incident, issue, and loss data management.
* Provide regular reporting and dashboards for board reporting, senior management, and the regulators.
* Support risk assessments and scenario analysis using internal loss data and industry benchmarks.
* Cross-Functional Collaboration
* Partner closely with Compliance, Legal, Audit and business lines to enhance risk awareness and response.
* Support Leadership as a key contact for Risk Management during internal and external audits of the Reportable Events framework and program.
* Act as a subject matter expert and advisor for business units on the risk event and issue management processes.
* Support technology enhancements to incident and issue management tools/systems.
Assets You Will Bring
* Bachelor's degree in Business Administration, Risk Management, Finance, or related field or equivalent work experience.
* 5-7 years of experience in operational risk, internal audit, or risk governance roles within the financial services industry.
* Strong knowledge and understanding of incident and issue management frameworks, regulatory expectations, and operational risk principles.
* Experience with risk management tools/systems (e.g., Archer, Metric Stream, Service Now GRC or similar).
* Strong analytical, critical thinking, time management, and problem-solving skills.
* Experience in program management, preferably in corporate or financial institution setting.
* Experience with enterprise risk and control self-assessment (RCSA) programs.
* MS Office Suite with expertise in Excel and PowerPoint, in addition to general operation of standard office equipment such as Office 365 etc.
* Experience with Governance Risk and Compliance tools.
The estimated salary for this role is $92,308 - $110,770 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
#LI-Remote
$25k-29k yearly est. 60d+ ago
Member Value Personal Banker - Bethpage
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort. The requirement is to always keep the members' best interests as the primary goal while ensuring to match FourLeaf products and services in ways to enrich the lives of our members and provide them with maximum value. This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB's will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency. Monday to Saturday availability required.
Core Contributions
* Sales
* Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of FourLeaf members.
* Meet deposit unit and dollar sales goals.
* Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits.
* Partner with assigned FourLeaf Financial Group Advisor to set appointments for members to assist them with the investment needs.
* Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships.
* Actively uncover opportunities for auto, home equity, business and residential loans.
* Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc.
* Be accountable for meeting monthly, quarterly and annual sales goals.
* Operations
* Effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardianships, and IRA's, Notary if applicable among others.
* Assesses and identifies the best possible lending product for members. Responsible for understanding product's features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products.
* Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable.
* Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy.
* Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
* Member Experience
* Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market.
* Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships.
* Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues.
* Maintains high member satisfaction that aligns to FourLeaf's expectations including professionalism, accuracy, and timely follow up with members.
* Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
* Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs.
* Contribute to lobby management by welcoming members, checking in members waiting for platform services, and at times.
* Compliance
* Supports the branch by participating in opening/closing procedures, daily reports, audit tasks and dual control.
* Maintain controls, reconciliations and reports as needed or required. This includes, but is not limited to verifying currency, balancing individual cash box/cash recyclers (TCR), daily reports, CTR's, SAR's.
* Stays abreast and adheres to policies, procedures, and banking regulations.
* Identifies emerging risks and fraud trends to minimize exposure to members and FourLeaf.
* Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
* Strategy
* Participate in the overall success of the individual, branch, region, Retail Banking, and organizational goals by meeting or exceeding assigned performance goals and metrics.
* Continually enhance sales conversations to obtain member relationships to drive deposits and loans.
Assets You Will Bring
* High School Diploma or GED.
* 2+ years of demonstrated sales and service success.
* NYS Notary Public License.
* NMLS License.
* PC, Windows, and Internet proficient.
* Proven ability to meet sales goals, detail oriented, strong organizational skills, superior member service, excellent communication, and time management.
The estimated salary for this role is $28.85 per hour plus commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$28.9 hourly 33d ago
AVP First Line of Defense Transformation
Bethpage Federal Credit Union 3.8
Bethpage, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The AVP First Line of Defense (FLOD) Transformation serves as the primary First Line of Defense resource for the Transformation Office, which includes Cyber Security, Information Technology, Digital Transformation, Value Realization (PMO), Business Systems Analysis (BSAS), and Business Intelligence (BI). The AVP FLOD Transformation acts as the operating liaison with our Back-office and Technology CUSOs (Credit Union Service Organizations) in coordinating risk, compliance, audit, regulatory, and control initiatives. This role will represent the Transformation Office as part of the FourLeaf First Line of Defense team with an indirect reporting line into the Chief Legal and Risk Officer.
Core Contributions
Strategic Liaison and Relationship Management:
* Act as the operating liaison for the Transformation Office to S3 (Back-Office CUSO) and OTS (Technology CUSO) departments including but not limited to the PMO, Innovation, and Online Banking Digital Support and OTS Operations,
* Technical Services, Application Management and Innovations, working with these areas to coordinate risk, compliance, audit, regulatory, and control initiatives.
* Establish strong working relationships with S3/OTS directors, while providing oversight and support.
Policy & Procedure Governance:
* Collaborate with relevant CUSO departments to ensure that all supporting policies and procedures are documented, adhered to, and fully aligned with FourLeaf's policies and requirements.
Risk Monitoring & Reporting
* Identify key metrics (KRI's) for monitoring current and emerging Technology, Cyber and Information Security risk.
* Monitor, measure and track risk indicators for exposure, working with the Transformation team to ensure recommendations, controls and mitigation steps are appropriately documented.
* Modify the KRI's as KCI's and KPI's are updated.
Audits, Examination & Risk Management Support:
* Manage and participate in audits, audit requests, exam requests, process mapping, risk assessments, model validation, risk appetite (key risk indicators), risk reporting, and compliance testing requests for the Transformation Office.
* Ensure adherence to applicable regulatory frameworks including: NCUA Part 748 (Security Program, Suspicious Activity Reports), NIST CSF, NYDFS 500, GLBA, PCI-DSS, and other relevant data security laws.
* Serve as the primary Risk liaison for all internal and external audits or examinations pertaining to Technology and Information Security Risk, coordinating responses and remediation efforts.
Quality Assurance and Control Testing for Transformation Office:
* Oversee internal control testing programs for control design and operational effectiveness.
* Ensure key controls are tested regularly and remediation efforts are tracked to completion.
Business Continuity & Disaster Recovery Guidance:
* Provide technical guidance for Business Continuity and Disaster Recovery Plans (BCP/DR) for critical IT systems and applications, ensuring timely and effective recovery in the event of an outage or disaster.
Reportable Events Management:
* Manage reportable events (issues incidents, and losses) and member complaints for the Transformation Office, including self-reporting, root cause analysis, action planning, resolution, dashboarding, and documentation.
Collaboration with Leadership:
* Facilitate collaboration with the first, second and third lines of defense functions under the guidance of the SVP
* Information and Cyber Security & Chief Legal & Risk Officer.
Representation & Collaboration:
* Represent Transformation Office in various oversight committees, taskforces, and working groups; including but not limited to the Three Lines of Defense Working Group, Reportable Events Review Meeting, Enterprise Risk Management Committee (non-voting member), as well as FourLeaf and Consortium project teams impacting the Transformation Office.
Three Lines of Defense Model Expertise:
* Leverage in depth knowledge experience with the three lines of defense model, as defined by the Institute of Internal Auditors (IIA), to inform and optimize risk management strategies and ensure the organization's security and compliance protocols are robust and effective.
Assets You Will Bring
* Education: Bachelors Degree
Experience: 8-10+ years' experience in risk and compliance in a financial institution (concentration on technology, data, architecture, and governance).
Certifications: CISSP and CRISC a plus
The estimated salary for this role is $114,647.00 to $143,308.00 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$114.6k-143.3k yearly 59d ago
Product Strategy Analyst
Usalliance Financial 4.0
Usalliance Financial job in Rye, NY
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
As a Data Analyst and member of the finance team, you will analyze competitive trends and support USALLIANCE's objectives of having highly competitive and market-leading deposit products. You will collaborate closely with finance, marketing, and other technical teams to develop and implement data-driven strategies aimed at driving growth and profitability. You will play a significant role in shaping deposit product features and recommending pricing to ensure USALLIANCE delivers exceptional deposit products for its members.
Key Responsibilities:
Analyze trends in membership growth, deposit flows, and service execution and make recommendations for deposit product or feature enhancements.
Use financial tools to measure, monitor, and forecast interest and non-interest expenses attributed to deposit products and to support planning and decision-making.
Monitor competitors and market trends to identify competitive strengths, weaknesses, and opportunities for deposit product improvement and growth.
Collaborate with cross-functional service and technical teams to implement product feature changes, focusing on target demographic needs, product feature benchmarking, service delivery, and profitability.
Contribute to the preparation of the monthly cash flow forecast report by analyzing and projecting deposit flows and month-end balances.
Assist in preparing monthly financial reports for senior management and the board of directors.
Remain current with applicable laws and regulations to ensure ongoing compliance.
Who you are:
Must have minimum of 4 years of product analyst or related experience.
Bachelor's degree in accounting, finance, or a related field.
Experience in financial analysis, preferably in the financial services sector.
Proven ability to extract data, build reports, and interpret results.
Analytical and problem-solving skills, with demonstrated capability to analyze complex data sets and derive actionable insights.
Communication and presentation skills, with proficiency in conveying complex information clearly and concisely.
Proficiency in financial and data analysis tools, such as Microsoft Excel. SQL is a bonus.
Familiarity with financial industry regulations and compliance standards.
A passion for digital innovation and a strong desire to make a meaningful impact on the future of finance.
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
Hybrid Schedule (min 3 days in office to maximize collaboration)
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base salary/hourly range for this position is $73,979.75 - $94,324.18, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
$74k-94.3k yearly 8d ago
Branch Manager - Roosevelt
Bethpage Federal Credit Union 3.8
Roosevelt, NY job
It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do The Branch Manager exhibits effective leadership while overseeing and managing all aspects of the entire operations of a branch ensuring alignment to corporate strategies and objectives. Creates the branch strategy and collaborates with the supervisory team to implement to ensure the branch creates a work environment that ensures exceptional employee and member experiences along with driving production results. Cultivates relationships with FourLeaf business partners and within the community to continuously expand the FourLeaf brand. Responsible for identifying, acquiring, and servicing of consumer/business deposit and lending relationships. Monday to Saturday availability required.
Core Contributions
* Leadership
* Lead a dynamic team that embraces a culture of change, agility inclusiveness and innovation that will enable the team to align with the organization's visions and strategic goals.
* Consistently demonstrates positive leadership attributes such as collaboration, effective communication skills, decision making, problem resolution, crisis management, initiative, and high emotional intelligence.
* Effectively engage with the team to support a positive environment, remove obstacles, and drive strong Employee Engagement (EOS) and Member Satisfaction (MSAT) results.
* Inspire teammates to enhance leadership abilities to build bench strength.
* Empower the supervisory team to contribute to the success of the branch.
* Employee Experience
* Build strong relationships with teammates and consistently work to create a positive, inclusive work environment.
* Collaborate with the supervisory team to effectively source, hire and onboard new employees as the primary front-line member experience provider.
* Transfer learning to the team through direct development or leveraging other training/development opportunities available.
* Lead the coaching and career development conversations with direct reports on a consistent basis and ensure that the same is in place for the supervisor's direct reports.
* Partner with Retail Leadership and Human Resources to address needs or concerns related to staffing, employment decisions, talent management, training, performance management, disciplinary actions, compensation, payroll, etc.
* Member Experience
* Identifies trends through daily observations and member surveys data to create and implement action plans to drive exceptional member experiences.
* Ability to de-escalate heightened member situations with emphasis on problem solving and service recovery. Provides support and guidance to supervisors to do the same.
* Work with the supervisory team to develop teammates to provide exceptional member experiences by cultivating relationships, identifying member needs to make beneficial recommendations and warm transfers to branch representatives or business partners.
* Ensures that the team strengthens their ability to communicate with members to share knowledge and information.
* Oversee the management of the branch traffic flow with lobby management. This includes managing branch scheduling, lobby tracking, appointment assignments, and ensuring that the teller and drive-up traffic are managed.
* Operations
* Collaborate with AVP of Retail, AVP of Business Banking and Sales and Service Sr. Manager to continuously develop a consultative sales approach for the team. Implement with the supervisory team.
* Works with the supervisory team to ensure that the team can effectively process transactions by utilizing FourLeaf systems in accordance with established policies and procedures.
* Demonstrate a strong working knowledge of operational procedures and policies to be able to assist with complex tasks and situations.
* Provide direction and guidance in overseeing the supervisory team to make sound decisions and develop their direct reports.
* Participates in organizational initiatives representing Retail. This may include collaborations with other Branch Managers and Retail Leadership to create and deliver content for supervisory groups.
* Represents FourLeaf in the community through various affiliations.
* Liaison between members and different business areas to address risks, member complaints, issues, and concerns.
* Manage the day-to-day operations of the branch.
* Compliance
* Collaborate with the supervisory team in maintaining branch controls.
* Stays abreast and adheres to policies, procedures, and banking regulations.
* Identifies and manages emerging risks and fraud trends to minimize exposure to members and FourLeaf.
* Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control.
* Partner with Retail Leadership, BSA/Compliance and Fraud to resolve any potential fraud/security concerns that are identified. Identify and report potential risks.
* Strategy
* Manage the overall success of the branch, Retail Banking and organizational goals by meeting or exceeding assigned performance goals and metrics.
* Collaborate with the supervisory team to create, implement, and manage strategies with the objective of deposit, lending, and income growth.
* Ensures that clear objectives are set for the branch and each employee; monitor progress and track results.
* Consistent analysis of branch production reports and activities to identify areas of opportunity.
* Supports promotions and business development efforts through in-branch contests, sales promotions, and marketing campaigns. Participates in community events and business organizations.
Assets You Will Bring
* College Degree strongly preferred.
* 3+ years of financial or equivalent sales and service experience.
* 3-5 years of supervisory and leadership experience.
* 3-5 years of credit or lending experience.
* Medallion Signature Guarantor within 3 months; FourLeaf Lending Product Certification within 6 to 12 months.
* National Mortgage Licensing System within 3 months; Obtain Notary License within 6 months.
* PC, Windows, and Internet proficiency.
* High emotional intelligence, decision-making, excellent communication, relationship building, change management, time management, supervisor employee and member experience skills.
The estimated salary for this role is $84,061 to $100,874 annually. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.)
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
* Competitive 401(k)
* Tuition and fitness reimbursement programs
* Flexible work options
* Volunteer opportunities
* Executive "Water Cooler Chats"
* Clubs, sports, and social events
* Food truck days
….and more!
Who is FourLeaf?
FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals.
We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
$84.1k-100.9k yearly 60d+ ago
Relationship Banker - Float
Usalliance Financial 4.0
Usalliance Financial job in Port Chester, NY
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About this role:
USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II Float is responsible for the delivery of exceptional member experiences, implementing USALLIANCE's sales and service standards by offering products and services to improve our members' financial position. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
Key Responsibilities:
Expected to travel to designated branch location as scheduled or as needs arise the previous day or day of. To cover branch staff shortages resulting from PTO, Sick leave or vacate position. The need to travel from the home branch to any location may be one day or any length of time necessary to effectively meet the staffing needs of any location.
Promptly and accurately perform member transactions and requests, via in person and on the phone, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and setting up online and mobile banking, and submitting new membership and loan applications.
Demonstrate a proficient knowledge of Credit Union products, services, policies and procedures, including promotions and special offers, during member and employee interactions.
Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and successfully cross-sell Credit Union products and services during every eligible member interaction.
Maintain the privacy and confidentiality of Credit Union members and employee account and business information. Identify and communicate areas for continual improvement of business processes to support efficiency.
Participate in branch outreach events and be an ambassador of USALLIANCE by participating in local community and SEG events.
Assist with vault / ATM custodian role.
Who you are:
Minimum of 2 years of experience in a financial environment.
Minimum of 1 year cash handling experience.
Great people skills with “can do” attitude and high energy level.
Ability to multitask - manage multiple priorities and systems.
Work independently and cooperatively with other credit union team members and departments.
Strong communication, attention to detail, and active listening skills.
High school diploma or equivalent.
Previous banking &/or contact center a plus.
Bilingual (English/Spanish) is a plus.
Reliable transportation to travel between all branches withing our organization.
Required travel across multi-state branch locations. Overnight travel is possible.
What We Offer:
Competitive salary and benefits package
Opportunities for professional development and career growth
A collaborative and inclusive work environment
Paid Time Off, Wellness Time & Paid Federal holidays
401K with 6% match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base hourly range for this position is $22.15 - $26.57 , exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.