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Financial Services Representative II

3 months ago

Medford, United States Suffolk Credit Union Full time
Job DescriptionJob Description

Join our Member Services team as a Financial Services Representative 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

Financial Services Representative are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Financial Services Representative 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. Financial Services Representative 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.



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