Personal Banker II (Financial Services Representative)

Suffolk Credit Union•Town of Islip, NY

1d•$22 - $24

About The Position

Suffolk Credit Union’s Personal Banker II (Financial Services Representative) delivers service to current and prospective members and builds relationships through member acquisition, retention, and cross-selling. The role identifies referral opportunities in consumer lending, commercial lending, mortgage lending, and wealth management, and collaborates with cross-functional teams to support departmental and Credit Union goals. The position requires accuracy, reliability, confidentiality, and a strong focus on member satisfaction. The representative educates members about Credit Union products and services, resolves requests and complaints, processes transactions, conducts member research and outreach, and supports onboarding, account maintenance, and fraud claims. Daily work may include wire transfers, account changes, and check processing, as well as supporting inbound call centers and digital banking services. The role may require travel to branches and occasional business travel.

Requirements

High school diploma or equivalency certification.
Two years of customer service experience, preferably in a banking environment.
Notary License, or ability to obtain one within three months of hire.
NMLS-ID (Mortgage Loan Originator); it will be provided at hire if not already acquired.
Clear and articulate oral and written communication skills.
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.
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.
Availability for a flexible schedule, including Saturdays, and occasional unusual hours such as 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 and deepen 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 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.
Work collaboratively with cross-functional teams to achieve departmental and Credit Union goals.