Universal Banker I

Suffolk Credit Union•Town of Oyster Bay, NY

2d•$22 - $30•Onsite

About The Position

At Suffolk Credit Union, banking is about relationships that help people move forward. As a Universal Banker, you'll be the face of Suffolk, delivering exceptional service while guiding members through everyday banking needs, new accounts, loans, and digital banking solutions. This blended role combines transactional accuracy with personalized financial conversations, helping deepen member relationships and create meaningful experiences. For decades, Suffolk Credit Union has proudly served Long Island by staying deeply connected to the communities we support. If you're passionate about helping people achieve their financial goals, thrive in a collaborative environment, and want to build a rewarding career in financial services, we'd love to meet you.

Requirements

High school diploma or equivalent required.
1–2 years of experience in banking, financial services, teller operations, or customer-facing sales.
Strong multitasking and communication skills in a fast-paced environment.
Proficiency with Microsoft Office and ability to quickly learn banking and digital platforms.
Flexible schedule availability, including Saturdays and extended weekday hours.

Nice To Haves

Associate's or Bachelor's degree preferred.
Experience with a credit union, community bank, or regional financial institution.
NMLS registration or willingness to obtain registration.
Proven success meeting referral or sales goals.
Familiarity with digital banking tools, mobile apps, and fintech platforms.

Responsibilities

Deliver exceptional member service by processing daily banking transactions accurately and efficiently.
Open and service deposit accounts, including checking, savings, money market, CDs, and IRAs.
Originate consumer loans, including personal, auto, home equity, and credit card applications.
Build strong member relationships through personalized financial conversations and proactive outreach.
Identify member needs and recommend products and services aligned with their financial goals.
Resolve member inquiries, account issues, and service requests with professionalism and care.
Educate and support members in using digital banking and self-service tools.
Assist with account maintenance, disputes, wire transfers, and other transactional services.
Collaborate with branch partners to deliver seamless, holistic financial solutions.
Participate in branch sales initiatives, community outreach, and credit union events.
Support contact center operations during peak call periods to ensure consistent member service.
Stay current on products, technology, and industry trends to better support members and colleagues.