Personal Banker II (Financial Services Representative)
Suffolk Credit Union • Commack, NY6d • Hybrid
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Personal Banker II (Financial Services Representative)
Suffolk Credit Union•Commack, NY
•Hybrid
About The Position
Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.
Requirements
- High school diploma or equivalency certification.
- Two (2) years of customer service, preferably in a banking environment.
- Notary License required or to be obtained within three (3) months of hire.
- NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
- Clear and articulate communication, both orally and in writing.
- Proficient in customer service and handling confidential information with discretion.
- Ability to work effectively with direct supervision and support branch goals.
- Intermediate mathematical skills with 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, ECOA, and others.
Nice To Haves
- Supervisory and cash handling experience preferred.
- Bilingual preferred.
Responsibilities
- Deliver exceptional service to all current and prospective members.
- Educate members on Credit Union products, services, and benefits while identifying cross-sell opportunities.
- Resolve member requests, complaints, and issues in a timely and effective manner.
- Build and deepen relationships with members, generating referral opportunities.
- Accurately and efficiently process transactions while maintaining member confidentiality.
- Perform member research and outreach for sales and service purposes, ensuring follow-up for a positive experience.
- Complete new member onboarding and assist with account maintenance and fraud claims.
- Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing.
- Support inbound call centers, 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.
Benefits
- health plans
- lifestyle spending accounts
- 401(k) matching
- support for work-life balance
- employee engagement activities
- opportunities for community involvement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
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