FourLeaf Federal Credit Union

Role Description The Member Experience Intelligence Analyst is responsible for transforming member‑interaction data into actionable intelligence. Using advanced analytics, AI‑powered insight tools, and real‑time feedback channels, this role helps the organization understand member behavior, identify friction points, and predict needs. The analyst delivers insights that enhance satisfaction, improve operational performance, and strengthen long‑term member loyalty. This position is open to flexible work options including a remote setup. Core Contributions - Experience Data & Insights Development - Collect, consolidate, and analyze member‑experience data from digital platforms, survey tools, CRM systems, and operational sources. - Use advanced analytical methods—such as segmentation, trend analysis, predictive modeling, and text analytics—to identify patterns and drivers of member satisfaction. - Build and maintain dashboards, scorecards, and standardized reporting for stakeholders at all levels. - Monitor key member‑experience indicators (e.g., NPS, satisfaction, effort, digital engagement) and produce insights that guide organizational decision‑making. - Advanced Analytics & Insight Generation - Apply AI‑enhanced analytics (including sentiment analysis, text analytics, and predictive modeling) to uncover key drivers of member experience issues. - Identify emerging friction points across onboarding, lending, digital banking, and service interactions. - Build dashboards and intelligence reports that translate complex data into clear, actionable findings. - Voice of the Member Intelligence (VoM) - Manage survey programs and structured feedback channels, ensuring representative sampling, clear measurement, and meaningful insight capture. - Synthesize open‑ended feedback, comments, and written input to identify emerging themes and member expectations. - Prepare comprehensive insights summaries to support strategic discussions, board meetings and organizational planning. - Strategy, Collaboration & Change Enablement - Present analytical findings to leaders in a clear, compelling, and actionable format. - Collaborate with cross‑functional teams—such as Digital Experience, Marketing, Operations, Member Solutions, Compliance, and Product—to align insights with organizational goals. - Recommend and support pilots, tests, or targeted initiatives designed to improve the member experience. - Track and report on the impact and outcomes of implemented improvements. Qualifications - Bachelor’s Degree in Data Analytics, Business, Behavioral Science, Statistics or a related field or equivalent experience. - 2–5 years of experience in data analytics, customer/member experience, strategy, business intelligence, or a related field. - Experience with visualization and analytics tools (Power BI, Tableau, Excel, SQL preferred). - Computer Skills: Microsoft Office Suite (Word, PowerPoint, Outlook, Teams with advanced Excel), BI Tools (Power BI, Tableau or SQL), Qualtrics, Medallia, CRM or similar platforms are preferred. Requirements - The expected salary for this position is $31.93 to $38.32 per hour. Benefits - Competitive 401k - Tuition reimbursement - Flexible work options - Volunteer opportunities - Water Cooler Chats with executive teammates - Clubs & Sports - Food truck days - ….and more!

• Independently develop, strengthen, and manage relationships within assigned state using virtual capabilities • Focus on expanding national presence through proactive outreach, digital engagement strategies, and personalized consultations • Drive growth in deposits and lending by building strong connections with individuals, businesses, and community organizations • Build and execute a market growth plan to achieve $25MM in annual deposit growth • Identify and pursue high-value consumer and commercial deposit opportunities • Lead consultative financial conversations and partner with marketing on localized campaigns • Execute targeted outreach to drive measurable growth and engagement within state portfolio • Transition from virtual to physical branch presence

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 First Line of Defense (FLOD) Specialist will report to the AVP FLOD and support the Marketing, Digital and Strategy Teams with their Risk and Compliance responsibilities. The FLOD Specialist will engage with the three lines of defense at FourLeaf as well as business line and product stakeholders to ensure all key First Line of Defense activities are completed accurately and on time. This opportunity is open to remote and hybrid work options. Core Contributions - Submit materials for legal and compliance review (using FourLeaf tools and applications to keep track of critical documentation) becoming familiar with regulatory requirements by product. - Assist in annual policy and procedural reviews and updates. - Work with cross-functional teams in the process of completing action plans for reportable events. - Support internal and external audit requests, as needed. - Aid in standard annual marketing material reviews and monitoring of key controls. - Work with the Third-Party Risk Management Team for Marketing vendors. - Provides broad-based support to the Marketing Team. - Special projects as assigned. Assets You Will Bring - Bachelor’s Degree preferred. Field of Study: marketing, business, others may be considered. - 2-3 years experience in a compliance roll or a combination of compliance and marketing experience. - Preferred: familiarity with financial services & marketing processes, knowledge of or experience working with regulated products. - Computer Skills: Proficient in Microsoft applications, Atlassian applications a plus. The estimated salary for this role is $28.99 to $34.06 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.

Role Description Contacts and establishes relationships with approved mortgage brokers/bankers to grow the wholesale platform and increase the size of the portfolio loan business. Acts as liaison between FourLeaf and accounts with regard to loan processing. This opportunity is open to flexible work options including a remote set up. - Develops and maintains relationships with current approved mortgage bankers and brokers. - Generates loans and expands membership. - Provides education and information about mortgage programs and guidelines to current accounts and prospects. - Acts as a liaison between FourLeaf and the mortgage banker/broker throughout all phases of the loan process. - Analyzes and verifies applications to determine creditworthiness. - Assists in the clearance of mortgage loan pipeline. - Responds to inquiries regarding loan status and the accurate submission and structuring of loans to comply with FourLeaf loan submission guidelines. - Develops and executes budget and business plans for Mortgages Sales Initiatives meetings. - Produces monthly SWOT reports to manage FourLeaf competitiveness within the market and effectiveness of the overall business plan. - Maintains sales contact, pipeline, and other pertinent sales activity reports. - Works on projects as required to assist the manager in setting strategies to convert originations to income. - Comply with all aspects of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) and Office of Foreign Asset Control (OFAC) regulatory requirements as it relates to this position. Qualifications - Associate's Degree required. - 5-9 years of experience. - National Mortgage Licensing System License. Requirements - The estimated salary for this role is $60,000 annually plus commission. Benefits - Comprehensive benefits package, including medical, dental, and vision coverage. - Life and disability insurance. - Voluntary benefit programs. - 401(k) plan with employer match. - Reimbursement and wellness programs. - Annual performance-based bonus. - 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!

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 Consumer Loan Specialist plays a key role in supporting members on their financial journey by providing knowledgeable and responsive service. Core responsibilities include handling inbound inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies. This role upholds the organization’s commitment to delivering an extraordinary member experience. This position is open to flexible work options including a remote set up. Core Contributions - Serve as a key point of contact within an inbound call center environment, responding promptly to Consumer Loan inquiries via the Five9 platform in accordance with established service level objectives. Ensure a high-quality, personalized member experience through effective communication and timely follow-up. - 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. - Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance. - 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. - Maintain comprehensive knowledge of FourLeaf lending program guidelines, policies, and procedures to ensure compliance and effective execution. Proactively identify opportunities for collaboration across departments to enhance member engagement and support broader organizational initiatives. - 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. Certifications: NMLS registered or ability to become NMLS registered upon hire. Assets You Will Bring - High School or GED required. - 1 year of experience in financial services, call center, or other related customer service environment. - Certifications: NMLS registered or ability to become NMLS registered upon hire. The estimated salary for this role is $23.96 to $28.15 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.

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 Virtual Market Manager is responsible for independently developing, strengthening, and managing relationships within their assigned state with the use of virtual capabilities. This role focuses on expanding the organization’s national presence through proactive outreach, digital engagement strategies, and personalized virtual consultations. The Virtual Market Manager serves as a trusted financial partner for FourLeaf building strong connections with individuals, businesses, and community organizations within their respective state while achieving the primary objective of driving growth in deposits and lending. This leader is an entrepreneurial Market Leader responsible for building and leading a new market presence from the ground up. The Virtual Market Manager will own the market, lead deposit growth to $25 million annually, and ultimately launch and lead a physical branch presence. This leader will operate as a Regional Manager in-training, with visibility to executive leadership and a clear path toward regional leadership. This position will be based in Orlando, Florida. Core Contributions - Market Development, Sales & Growth: - Build and execute a market growth plan to achieve $25MM in deposit growth annually. - Identify and pursue high-value consumer and commercial deposit opportunities. - Develop centers of influence (COIs). - Generate new consumer, business, and nonprofit relationships. - Lead consultative financial conversations. - Partner with marketing on localized campaigns. - Provide competitive intelligence. - Deepen relationships with existing members. - Increase product penetration. - Serve as the face of FourLeaf in the market. - Participate in chambers and local events. - Drive sales and expand membership by proactively engaging members and prospects through a consultative needs assessment approach, supported by strong financial expertise and hands on branch operations experience. Identify opportunities across deposits, lending, investments, and digital solutions, while partnering with internal teams to deepen relationships and consistently achieve monthly, quarterly, and annual sales goals. Responsible for delivering $25MM in annual deposit growth across the statewide portfolio. - Identify growth opportunities across the state by leveraging data and digital tools to pinpoint under engaged segments, assess member needs, and develop tailored outreach strategies for each area identified. Execute targeted outreach to strengthen engagement, expand relationships, and drive measurable growth within the state portfolio. - Effectively leverage available tools, resources, and digital capabilities to engage both prospects and members throughout every interaction. A strong understanding of self service solutions is essential to properly onboard new relationships, support member adoption, and drive ongoing engagement. - Work with the leadership team to ensure achievement of the vision and strategy of the expansion of the new market is met and continuously look for ways to improve the level of service through this channel and enhance opportunities. - Ensure effective utilization of all systems and applications while maintaining efficiency, accuracy and in accordance with established policies and procedures. Responsible for the overall adherence to security, risk and regulatory policies and procedures for respective Virtual Branch. Work with Retail Banking Support & Retail FLOD as needed to ensure compliance. - Partner with Retail leaders to develop and execute strategies that position the identified market for future branch expansion aligned with our small branch model. Serve as a key leader in the transition from a virtual branch presence to a physical location, supporting all phases of development including market preparation, operational setup, and the successful launch of the new branch as the Branch Manager. This responsibility helps build the experience and leadership foundation required for future model designs. Assets You Will Bring - Bachelor’s degree preferred. - 5–10+ years in banking or credit union leadership. High-performing Branch Manager ready for the next step. - Proven deposit growth success. - Consumer and business experience. - Entrepreneurial and market-connected. - Strong business development skills. - Certifications: Obtain Lending Product Certification within 12 months. 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.) #LI-Remote 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.

• Independently develop, strengthen, and manage relationships within the assigned state using virtual capabilities • Focus on expanding the organization’s national presence through proactive outreach and digital engagement strategies • Serve as a trusted financial partner for FourLeaf • Drive growth in deposits and lending • Build and execute a market growth plan to achieve $25MM in deposit growth annually • Identify and pursue high-value consumer and commercial deposit opportunities • Participate in chambers and local events to drive sales and expand membership • Work with the leadership team to achieve the vision and strategy of market expansion

• Develop and cultivate dealer relationships to align with corporate goals and objectives • Gather information on competitors’ offerings and provide timely recommendations to manager • Provide competitors’ offerings to Sr. Management and recommend changes as needed • Create customized programs for dealers that produce high volume loans • Routine visits to the dealers on the program • Work with dealers to reduce errors, improve turn-times, and resolve funding and underwriting issues • Daily interaction with Indirect Lending staff to ensure Key Performance Indicators are met • Track common issues and come up with solutions • Work with indirect lending partner to target and sign up new dealers

• Cultivating and growing high value, deposit relationships • Development and acquisition of new business deposit relationships • Maintaining a portfolio of business deposit members • Developing and executing a formalized sales plan • Partnering with branch team(s) to achieve business growth goals • Responsible for leading deal teams and partner interactions • Developing and maintaining relationships with centers of influence • Attending networking, charity, and corporate functions • Identifying opportunities for growth of additional revenue streams • Utilizing proactive and needs based selling techniques • Overall responsibility for Know Your Member (“KYM”) execution and compliance requirements