Personal Banker II (Financial Services Representative)

Suffolk Credit Union•Sayville, NY

About The Position

At Suffolk Credit Union, Personal Banker IIs (Financial Services Representatives) provide service to current and prospective members and build relationships through member acquisition, retention, and cross-selling in retail banking. They identify referrals to consumer, commercial, and mortgage lending and wealth management, and work with cross-functional teams to meet departmental and Credit Union goals while maintaining accuracy, reliability, and member satisfaction. The role includes educating members about products and services, resolving requests and issues, processing transactions, completing onboarding and account maintenance, and supporting lending and digital banking services. Representatives must meet monthly loan goals ethically and in accordance with Credit Union policies and regulations. The position requires a flexible schedule, including Saturdays, and occasional travel to branches or other locations for business needs.

Requirements

High school diploma or equivalency certification.
Two years of customer service experience; banking experience is preferred.
Notary license required or to be obtained within three months of hire.
NMLS-ID (Mortgage Loan Originator) required; it will be provided at hire if not already acquired.
Clear and articulate oral and written communication.
Proficiency in customer service and handling confidential information with discretion.
Ability to work effectively with direct supervision and support branch goals.
Intermediate mathematical skills and knowledge of loan processing procedures.
Familiarity with credit union products, services, policies, and regulations.
Understanding of relevant laws and regulations, including Truth in Lending, HMDA, and ECOA.
Availability for a flexible schedule, including Saturdays.
Ability to communicate effectively through speaking and hearing, and visual acuity for reporting and presenting information.
Ability to occasionally lift over 45 pounds, such as supply boxes.
Ability to occasionally work unusual hours, including Credit Union Days and call nights.
Ability to occasionally travel up to 50 miles for business needs.

Nice To Haves

Supervisory experience.
Cash handling experience.
Bilingual ability.

Responsibilities

Deliver exceptional service to current and prospective members.
Educate members about Credit Union products, services, and benefits and identify cross-selling opportunities.
Resolve member requests, complaints, and issues in a timely and effective manner.
Build member relationships and generate referral opportunities.
Process transactions accurately and efficiently while protecting member confidentiality.
Conduct member research and outreach for sales and service purposes, and follow up to support a positive member experience.
Complete new member onboarding and assist with account maintenance and fraud claims.
Perform daily Personal Banker tasks, including wire transfers, account changes, and check processing.
Support inbound call centers and digital banking services, and travel to branches as needed.
Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations.
Collaborate with cross-functional teams to achieve departmental and Credit Union goals.