Sells commercial loan products to prospects in an effort to meet or exceed annual production goal standards set for a Relationship Manager Submit call reports to AVP of Commercial Lending as needed or required Cross sells additional Suffolk Credit Union business and non business services as appropriate Presents business loan credit memos to the credit union's Management L

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Prepares, researches, inquires, and gathers supporting information as well as documentation on approved loan applications to expedite loan processing and disbursement. Contact Member as appropriate to obtain additional information or documents as needed. Scan any loan documents, contracts or other appropriate documents required Tracking, uploading, and processing required

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Monitors federal and state regulations and compliance trends regarding the Bank Secrecy Act (BSA), fraud, and legalized cannabis, and analyses how changes and trends may affect the Credit Union. Also, identifies and recommends actions to reduce risk while remaining compliant. Assists the BSA Manager in administration the Credit Union's anti money laundering program. Assis

Responsible for promoting the sales and service culture and administration and efficient daily operation of a full service branch office, including operations, compliance, lending, product sales, member service, and security and safety. Oversees all branch employees through effective organizing, coaching, scheduling, counseling, appraising, and hiring and/or terminating,

Cultivate strong relationships with members by consistently using the prescribed sales process. Sell effectively by establishing relationships with members, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchased the solution. Build customer loyalty by providing a

Responsible for promoting the sales and service culture and administration and efficient daily operation of a full service branch office, including operations, compliance, lending, product sales, member service, and security and safety. Oversees all branch employees through effective organizing, coaching, scheduling, counseling, appraising, and hiring and/or terminating,

Obtain and maintain a thorough understanding of the financial reporting and general ledger structure. Oversee and ensure an accurate and timely monthly close. Preparation of monthly Board of Directors financial reports. Oversee the filing of the quarterly NCUA Call Report, including the preparation of related schedules. Assists the Controller with reviewing FASB standards

Provides administrative support as assigned by the VP, People Operations and Manager of People Operations Maintains digital employee files Inputs data into various operating systems Assists in the administration of benefits and leaves as directed by the Manager of People Operations Prepares and analyzes various reports including monthly and annual reports Reviews bi weekl

Support finance and accounting operational work, including account reconciliations, journal entries, and daily processing. Analyze reports, prepare statements, enter data Assist with preparation and compiling of data for audits Assists in the preparation of monthly financial statements and reports Assist with special projects and documentation efforts. Attend and contribu

Introduction to digital & interactive channels Data/Analytics ITM, OAO Digital onboarding and user experience testing for OLB/OAO/Mobile/ITM/etc... Interactive Channel member engagement at branches Assist digital team with onboarding of new/existing members Provide project support for digital and interactive team manager Accomplishes the credit union's mission by completi

Become an expert on the Vendor Management through the following tasks. Learn the Venminder platform the vendor can provide training sessions Complete the annual due diligence for all high risk vendors Develop any changes to the initial vendor due diligence questionnaire that streamlines the process, ensure questions are user friendly and aligns with policy Ensure managers