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Job Description JOB DESCRIPTION MEMBER SERVICE REPRESENTATIVE/MEMBER SERVICE REPRESENTATIVE FLOAT SUMMARY: Provide solutions to Members’ financial needs by suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling, handling problems and inquiries, and performing transactions with accuracy and little supervision in a positive and professional manner. Maintain a thorough knowledge of all credit union services and be available to assist as needed in other areas. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Evaluate new and existing Member’s accounts, services, and credit report. Identify and cross sell credit union services, deposit, and loans products, which provide solutions to the Members’ needs and improve their financial well-being utilizing Island’s preferred way of selling., • Obtain required documentation to process Member loans and input loan applications in XP2., • Obtain required documentation to process and open new membership accounts and/or services., • Process requests for stop payments, share draft copies, wire transfers, certificate changes, statement copies, credit card applications, check orders, resolve Member bill pay issues, address changes, loan questions, etc., • Respond to Member’s requests via phone or mail regarding credit union products, services, and fees., • Interact with Members to resolve inquiries, problems, and complaints., • Perform non-monetary transactions such as deposits, loan payments, transfers, and check withdrawals for Members via phone or in person., • Keep up to date on all new and existing electronic services offered by the credit union. Explain and educate the electronic services to Members., • Adhere to all security procedures as well as all credit union policies and procedures., • Complete and pass all required BSA Training., • Cover reception desk in absence of the receptionist., • Maintain inventory and required audits for safety deposit boxes., • Perform Notary Public duties., • Obtain required documentation and perform Signature Guarantees following all proper policies and procedures., • Accommodate flexible work schedule to meet branch needs, including evenings and weekends., • Assist at Teller platform during peak periods., • Reporting to various in-county (Nassau or Suffolk) locations required and as directed by Management. REQUIREMENTS: • High school graduate or equivalent., • Prior Sales experience., • Teller experience required., • Must possess good communication, supervisory, and organizational skills., • Complete registration with NMLS within 30 days., • Complete Signature Guarantee training within 30 days., • Obtain Lending Authority within 180 days. COMPENTENCIES: • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

The Client Service & Case Design Associate plays a key role in supporting PARC Street Group’s client experience and plan administration efforts. This individual will serve as a primary point of contact for day-to-day client needs, ensuring requests are handled with accuracy, radical responsiveness, and professionalism. This role is centered on delivering a consistent, high-quality client experience while supporting the ongoing administration of executive benefit plans. In addition, the Associate will assist with case design and reporting responsibilities—gaining exposure to plan structures, financial modeling, and insurance-based strategies over time. This is an ideal opportunity for someone who is highly organized, detail-oriented, and eager to build technical expertise in a specialized area of financial services. Success in this role requires strong communication skills, a proactive mindset, and the ability to manage multiple priorities while maintaining a high standard of accuracy. Responsibilities Client Service & Plan Administration • Serve as a day-to-day point of contact for clients, responding to requests and inquiries with professionalism, accuracy, and radical responsiveness., • Support ongoing client relationships by ensuring consistent communication and follow-through on all service needs., • Coordinate and manage annual distribution processes, including preparation, tracking, and submission of required forms., • Assist in coordinating and preparing for annual client review meetings, including scheduling, materials preparation, and follow-up., • Review and assemble plan-related documentation, including split dollar agreements and plan amendments, in coordination with internal teams and external partners., • Collaborate with internal stakeholders, insurance carriers, auditors, and credit union staff to ensure smooth execution of client requests and plan administration. Administrative & Operational Support • Maintain organized client records, documentation, and data to ensure accuracy and accessibility., • Track key deadlines, deliverables, and service requirements across multiple client accounts., • Support internal workflows and processes to ensure consistency and efficiency in client service delivery., • Assist with ad hoc administrative tasks and special projects as needed. Case Design & Technical Support (Developmental) The Associate will be trained on all the following tasks, with the goal of being able to autonomously lead the processes in a year. • Lead the case design process by assisting with illustrations, reporting, and data preparation., • Prepare quarterly reporting materials, including gathering policy data, updating values, and organizing outputs., • Create client-facing materials such as annual review presentations and benefit summaries., • Maintain and update census data and internal tracking spreadsheets related to plan performance and status., • Support basic analyses and data validation efforts, ensuring accuracy in all deliverables., • Develop working knowledge of SERPs, life insurance products, and plan structures over time. Professional Experience • 2-5 years of experience in an office environment., • Experience in life insurance, executive benefits, or financial services is preferred but not required., • A strong academic or professional background in finance, economics, mathematics, or a related analytical field is preferred., • Proficiency in Microsoft Excel required, with ability to work with structured data and spreadsheets., • Experience working with CRM systems or client management tools is a plus., • Exposure to client-facing environments or service-based roles preferred. Preferred Qualifications • Highly organized with strong attention to detail and the ability to manage multiple priorities simultaneously., • Strong communication skills with a professional, client-first approach., • Comfortable handling both administrative tasks and analytical work with equal focus., • Highly proactive and responsive: follows through on tasks and takes ownership of outcomes., • Willingness to learn complex financial concepts and develop technical expertise over time., • High level of integrity and discretion when handling sensitive client information., • Team-oriented with a "no task too small" mindset. Compensation & Benefits • $65,000 - $70,000 annual salary, dependent on experience, • Discretionary annual bonus, • Generous retirement benefits, including safe harbor contributions to 401(k), contributions to profit sharing plan, and contributions to cash balance plan, • Medical, Dental, Vision, • Life Insurance, and more

Job Description JOB DESCRIPTION ASSISTANT BRANCH MANAGER SUMMARY: Working under the guidance and direction of the Branch Manager, the Assistant Branch Manager will work with the Branch Manager to learn how to effectively manage branch operations, develop staff, and promote the sales and service culture. The Assistant Branch Manager has responsibility for supervision of branch staff, achievement of sales and service goals and operational activities. Ensure Member service meets or exceeds expectations. Assure productive workflow and that all operations are consistent with internal and external policies and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Manages all functions of the branch and operational activities, including adequate staffing levels, and staff development., • Provides leadership, coach, train, and manage performance of staff to ensure branch achieves sales and service goals. Exercises discretion and uses independent judgement., • Responsible for the consistent execution of sales and service activities and strategies, • Ensures branch adheres to operational policies, compliance requirements and security measures., • Assists in the development and training of staff, including performance reviews, giving constructive feedback, and administering correction action processes., • Oversees consumer loan production for branch, including approving loans within authority level, underwriting, and disbursement., • Ensures exceptional Member service to all external and internal Members to foster and capture the credit union culture., • Supports ongoing marketing strategies, plans, contests, promotions, and focuses in branch., • Promotes Credit Union through community involvement via memberships in local organizations (i.e., Chamber of Commerce, Rotary, etc.), participation in town events, and engage in local business networks., • Suggests changes in products, policies, and procedures that would enhance Member satisfaction, revenue, security, or operational efficiency., • Follows established audit, security, and compliance guidelines to protect the staff, company assets, and Members from harm or loss., • Works with Branch Manager to develop, update, and maintain an annual budget for the branch., • Operates branch within budget and manages controllable components of expenses for the Branch., • Provides facilities management such as bids for repairs and services, ensuring that security-alarm system functions properly, maintain ATM machines, and other necessary duties., • Accommodates flexible work schedule to meet branch needs, including evenings and weekends. Provide coverage at other branch locations, as needed., • Perform Notary Public duties., • Completes projects as assigned. REQUIREMENTS: • An associate degree or equivalent experience with specialized training in appropriate areas., • 3+ years of financial or equivalent retail sales experience, • 3-5 years supervisory experience, • Credit or lending background., • Complete and thorough knowledge of all products and services of the credit union, • Knowledge of all relevant rules, procedures, and guidelines., • Notary Public required., • Signature Guarantee required., • NMLS Registration required., • Must possess good communication, supervisory, and organizational skills. COMPENTENCIES: • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

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. FourLeaf Federal Credit Union (FourLeaf) has

Polish & Slavic Federal Credit Union is committed to supporting our employees' overall wellbeing by providing valuable benefits. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.

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. FourLeaf Federal Credit Union (FourLeaf) has

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. FourLeaf Federal Credit Union (FourLeaf) has

Coordinates with other Credit Union teams to promote products and represent the Credit Union in the community. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions. Develops strong partnership routine

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. FourLeaf Federal Credit Union (FourLeaf) has

This exciting opportunity at Jovia Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Delivering needs based, comprehensive fi

This employment opportunity at Fourleaf Federal Credit Union in Westbury, NY would allow you to join the Investment Program at Fourleaf Federal Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. Several branch te

A FourLeaf Financial Group, Financial Advisor is a dual employee of both FourLeaf Federal Credit Union and LPL Financial Services, as such employment requirements from both organizations are required. FourLeaf Financial Group Advisors work with members on a long-term basis, pursuing goals from the i

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. As a credit union, our vision is to enrich the lives of our members, employees, and communities. The Senior Deposit Analyst leverages ad