Personal Banker II

Citadel • Brookhaven, PA

220d

About The Position

Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards, investments, insurance and IRA's. Incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.

Requirements

• 1+ years of sales and face-to-face customer service experience
• Basic PC Literacy required
• Prior financial industry experience preferred
• Cash handling experience preferred
• NMLS preferred
• Notary preferred
• High school diploma or equivalency

Nice To Haves

• Ability to achieve sales goals through outstanding service.
• Strong attention to detail.
• Demonstrate professionalism through dress and demeanor.
• A track record of working effectively in a team environment and building solid relationships.
• Ability to multi-task.
• Excellent communication, judgement, decision and problem-solving skills.
• Ability to understand and follow direction.
• Ability to maintain confidentiality, use tact, and diplomacy.
• Ability to navigate multiple software applications.
• Microsoft Office preferred

Responsibilities

• Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel's Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Recognize opportunities to promote or sell Citadel's products and services as a means for serving customers' financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
• Accurately perform customers' financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs', and/or Inline Teller Machines.
• Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual's financial goals.
• Meet customers' needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
• Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
• Ensure operational and financial safety and soundness through knowledge and sound decision making.
• Adhere to Citadel's operational compliance and security policies, as well as applicable state and federal laws.
• Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
• Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner.
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain confidentiality of members financial information in a secure and secure manner.
• Ability to work Saturdays.
• Perform other duties as assigned.

What This Job Offers

• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees