![Suffolk Credit Union](https://media.trabajo.org/img/noimg.jpg)
Personal Banker II
4 weeks ago
Join our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work
As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees
Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business. Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability.
This is a "FLOATING" position within our western region traveling between our branches in Medford, Islandia, Miller Place, Commack and West Babylon. Floating staff must be available flexible days including Saturdays.
Responsibilities:
- Deliver stellar member service levels to all current and prospective members
- Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities
- Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels all while delivering meaningful solutions
- Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities
- Consistently process all transactions accurately and efficiently, while maintaining member confidentiality
- Proactively perform member research and outreach for sales and service purposes
- Responsible for following up with all current and prospective members to ensure a positive experience
- Complete new member onboarding activities where applicable
- Use Credit Union resources and innovative technologies to optimize the member experience
- Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, , specialty titled accounts, such as Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request,
- Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis
- Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification
- Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
- Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations
- Assist Contact Center with inbound calls during period of high volume
- Provide digital branch support as well as member support regarding online banking service and maintenance.
- Responsible for traveling to all branch locations where the business need is required
- Attends and participates in Call Nights, Credit Union Days, and Community Events
- Assist Credit Union with Business Development efforts
- Provide Notary services to members
- Achieves a minimum of "Satisfactory" rating on internal audits and examinations
- Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations
- Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members
Essential Qualifications:
Qualified candidates will have a high diploma or equivalency certification. Two (2) years of customer service, preferably in a banking environment. Supervisory experience and cash handling preferred. Notary license required 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. Bilingual preferred.
Essential Qualifications:
- Exhibits strong interpersonal skills with the ability to be empathetic and build rapport.
- Ability to express oneself clearly and articulately both orally and in writing.
- Demonstrated skill in customer service and communication.
- Ability to exercise tact and responsibility with handling confidential information.
- Ability to work with direct supervision of daily activities.
- Demonstrates ability to achieve individual goals as well as support the team achieve branch goals.
- Intermediate mathematical skills required.
- Knowledge of loan processing procedures
- Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations
- Knowledge of credit union products, services, policies, regulations, and procedures
Apply today and discover a rewarding career We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference.
Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.
The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.
Job Posted by ApplicantPro
-
Personal Banker II
4 weeks ago
Medford, United States Suffolk Credit Union Full timeJob DescriptionJob DescriptionJoin our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work!As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we...
-
Personal Banker
4 days ago
Medford, United States PNC Financial Services Group Full timeJob Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...
-
Personal Banker II
3 weeks ago
Medford, United States Suffolk Credit Union Full timeJob DescriptionJob DescriptionJoin our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work!As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we...
-
Relationship Banker Ii
1 week ago
Medford, United States USALLIANCE Financial Full time**About this role**: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by offering products and services to improve our members’ financial position....
-
Relationship Banker II
6 days ago
Medford, United States USALLIANCE Financial Full timeJob DescriptionJob DescriptionLocation: Please note this is a full-time in person role – Medford, MAAbout this role:USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and...
-
Relationship Banker II
2 weeks ago
Medford, United States USALLIANCE Financial Full timeJob DescriptionJob DescriptionLocation: Please note this is a full-time in person role – Medford, MAAbout this role:USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and...
-
Part Time, Personal Banker I
1 month ago
Medford, United States Suffolk Credit Union Full timeJoin our **Member Services team** as a **Part Time Personal Banker l - Teller** and start enjoying all of the benefits of loving where you work! As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we...
-
Relationship Banker II
5 days ago
Medford, United States USALLIANCE Financial Full timeLocation: Please note this is a full-time in personrole – Medford, MAAbout this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by offering...
-
Relationship Banker I
7 days ago
Medford, United States USALLIANCE Financial Full time**About this role**: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker II is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards by offering products and services to improve our members’ financial position....
-
Citizens Banker
3 weeks ago
Medford, United States Citizens Full timeDescriptionSalary Salary: $22 - $28 / hourCitizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.What you'll doAre you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys...
-
Relationship Banker I
4 weeks ago
Medford, United States USALLIANCE Financial Full timeLocation: Please note this is a part-timerole that will include Saturdays – Medford, MA About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards...
-
Relationship Banker I
4 weeks ago
Medford, United States USALLIANCE Financial Full timeLocation: Please note this is a part-timerole that will include Saturdays – Medford, MA About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards...
-
Relationship Banker I
3 weeks ago
Medford, United States USALLIANCE Financial Full timeLocation: Please note this is a part-timerole that will include Saturdays – Medford, MA About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing USALLIANCE’s sales and service standards...
-
Relationship Banker I
5 days ago
Medford, Massachusetts, United States USALLIANCE Financial Full timeLocation: Please note this is a part-timerole that will include Saturdays – Medford, MA About this role: USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing USALLIANCE's sales and service standards...
-
Relationship Banker I
4 days ago
Medford, United States USALLIANCE Financial Full timeJob DescriptionJob DescriptionLocation: Please note this is a part-time role that will include Saturdays – Medford, MAAbout this role:USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing...
-
Special Education Assistant II
4 weeks ago
Medford, United States Oregon Public Schools Full timePermanent 5.75 hour per day Special Education Assistant II position to begin immediately at Wilson Elementary. Medford SD 549C Job Description Our Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and Hopeful Job Title: Educational Assistant-Special Education II...
-
Special Education Assistant II
3 weeks ago
Medford, United States Oregon Public Schools Full timePermanent 5.75 hour per day Special Education Assistant II position to begin immediately at Wilson Elementary. Medford SD 549C Job Description Our Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and Hopeful Job Title: Educational Assistant-Special Education II...
-
Special Education Assistant II
4 weeks ago
Medford, United States Oregon Public Schools Full time5.75 Hour Special Education Assistant II to begin immediately This position is open until filled. Medford SD 549C Job Description Our Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and Hopeful Job Title: Educational Assistant-Special Education II (Self-Contained) Supervisor:...
-
Special Education Assistant II
3 weeks ago
Medford, United States Oregon Public Schools Full time5.75 Hour Special Education Assistant II to begin immediately This position is open until filled. Medford SD 549C Job Description Our Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and Hopeful Job Title: Educational Assistant-Special Education II (Self-Contained) Supervisor:...
-
Special Education Assistant II
4 weeks ago
Medford, United States Medford School District 549c Full timePermanent 5.75 hour per day Special Education Assistant II position to begin immediately at Wilson Elementary.Medford SD 549C Job DescriptionOur Mission: ALL Own Their Present and Future, ALL Are Known and Challenged, ALL Achieve Their Potential, ALL Options are Open and HopefulJob Title: Educational Assistant-Special Education II (Self-Contained)Supervisor:...