Personal Banker II (Financial Services Representative)

Suffolk Credit Union•Sayville, NY

5d•$22 - $24

About The Position

At Suffolk Credit Union, Personal Banker IIs (Financial Services Representatives) deliver exceptional service to current and prospective members. They build and enhance member relationships through acquisition, retention, and cross-selling strategies in retail banking, while identifying referral opportunities in consumer, commercial, and mortgage lending and wealth management. They collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining accuracy, reliability, and member satisfaction. The role includes educating members about products and services, resolving requests and complaints, processing transactions, conducting member research and outreach, completing onboarding and account maintenance, and supporting digital banking, inbound call centers, and branch operations. Representatives are expected to meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations. The position requires a high school diploma or equivalent, two years of customer service experience (preferably in banking), and a notary license either at hire or within three months. An NMLS-ID is required and will be provided at hire if the candidate does not already have one. The schedule is flexible and includes Saturdays; occasional unusual hours and travel to branches or other business locations may be required.

Requirements

High school diploma or equivalency certification.
Two years of customer service experience, preferably in a banking environment.
Notary license required, or must 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 skills.
Customer service proficiency and ability to handle confidential information discreetly.
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, with 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 maintaining member confidentiality.
Conduct member research and sales and service outreach, following 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.