Personal Banker III
7 days ago
Why Join Us?
- Comprehensive health, dental, and vision plans, including disability and specialized insurances.
- Generous 401(k) with employer matching, tuition reimbursement, and paid time off, including holidays, sick leave, and birthdays.
- Employee wellness and assistance programs, along with support for work-life balance.
- Flexible spending account designed to support your lifestyle needs.
- Discounts on loan rates, financial services, and opportunities to participate in community charity events.
- Holiday luncheons, themed parties, and other employee engagement activities.
Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment.
In addition to identifying referral opportunities for services such as consumer lending, commercial lending, mortgage lending, and wealth management, this position includes a supervisory component. You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows and operational efficiency.
Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability. Success in this role requires a customer-centric approach and the ability to balance service, sales, and compliance priorities effectively.
Key Responsibilities:
- Provide exceptional member experiences to both current and prospective Suffolk Credit Union members.
- Build and maintain relationships through acquisition, retention, and cross-selling opportunities within retail banking.
- Identify and refer opportunities for lending, wealth management, and other services to meet members' financial needs.
- Collaborate with cross-functional teams to achieve departmental and Credit Union goals.
- Ensure accuracy, efficiency, and confidentiality in all transactions and tasks.
- Proactively engage with members through research and outreach for sales and service opportunities.
- Perform daily Personal Banker responsibilities, including account maintenance, lending processes, and cash handling.
- Balance member service, sales objectives, and compliance with Credit Union policies and state/federal regulations.
- Support the Credit Union's growth through community involvement, business development efforts, and branch activities.
- Achieve monthly loan goals ethically, ensuring compliance with all regulations while contributing to overall branch success.
Qualified candidates will have a high school diploma or equivalency certification. At a minimum, three (3) years of customer service, preferably in a banking environment. Cash handling preferred, supervisory experience required. 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.
- Strong interpersonal skills with the ability to empathize and build rapport.
- 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.
- Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.
- Occasionally required to lift over 45 lbs., such as supply boxes.
- Occasionally works unusual hours, including Credit Union Days and call nights.
- Must be available to work a flexible schedule, including Saturdays.
- Occasionally required to travel up to 50 miles for business needs.
Apply today and embark on a rewarding career and start empowering your possible
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.
-
Personal Banker I
2 months ago
Medford, United States Suffolk Credit Union Full timeJob DescriptionJob DescriptionJoin our Member Services team as a 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...
-
Personal Banker II
3 months 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 II
1 week ago
Medford, United States Suffolk Credit Union Full timeJob DescriptionJob DescriptionAbout Us: At Suffolk Credit Union, we're more than a place to manage your money - we're a team committed to empowering our members and building a stronger community. We treat every individual with dignity and respect, fostering a culture of transparency and integrity. Our mission is to make financial wellness accessible...
-
Senior Personal Banking Specialist
2 weeks ago
Medford, New York, United States Suffolk Credit Union Full timePosition Overview:As a key member of the Member Services division, the Personal Banker III plays a crucial role in enhancing member experiences and fostering strong relationships. Suffolk Credit Union is recognized for its commitment to providing exceptional value, innovative products, and personalized service, ensuring our members receive the finest banking...
-
Universal Banker
5 days ago
Medford, United States Columbia Bank Full timeJob SummaryColumbia Bank is seeking a highly motivated and customer-focused Universal Banker to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and support to our retail customers.Key ResponsibilitiesCustomer Service: Provide a full range of banking services to retail customers, including...
-
Universal Banker I
1 week ago
Medford, United States Columbia Bank Full timeJob DescriptionJob DescriptionCompany: Columbia Bank New Jersey Location: Medford, New JerseySummary: As a full time Universal Banker you will provide a full range of banking services to retail customers; including both transactional and non-transactional processes. Offers customers more personal banking options while still providing traditional services...
-
Store Supervisor
2 weeks ago
Medford, United States Myrepublicbank Full time** Store Supervisor - Medford** **Job Category****:** Customer Service **Requisition Number****:** STORE001991 Showing 1 location **Job Details** **Description** **OBJECTIVE:** Inspire and provide Fanatic Customer Service by always maintaining a friendly, professional demeanor and ensuring all transactions are efficient and accurate. Practice sound judgment...
-
Financial Services Consultant II
2 weeks ago
Medford, New York, United States Suffolk Credit Union Full timeJob OverviewAs a key member of the Member Services division, the Financial Services Representative II plays a vital role in delivering exceptional service to our valued members.Suffolk Credit Union is recognized for its commitment to providing outstanding value, innovative products, and personalized service, ensuring our members have access to premier...
-
Case Manager RN Position
7 days ago
Medford, Oregon, United States TravelNurseSource Full timeAbout the PositionTravelNurseSource is partnering with Coast Medical Service to find a qualified Case Manager RN for a nationwide travel nursing & allied healthcare staffing agency.Job RequirementsBLSCase Manager Skills ChecklistCore Mandatory Part I ExamCore Mandatory Part II (Nursing) ExamCore Mandatory Part III ExamFL Education AttestationRN Pharmacology...
-
Financial Services Consultant II
1 week ago
Medford, New York, United States Suffolk Credit Union Full timeJob OverviewAs a Financial Services Representative II at Suffolk Credit Union, you will play a pivotal role in delivering exceptional service to our members. We pride ourselves on offering unparalleled value and personalized assistance, ensuring our members have access to the finest banking solutions available.In this position, you will be responsible for...
-
Registered Nurse, RN
2 weeks ago
Medford, United States MelroseWakefield Healthcare Full timePosting DescriptionWe’re excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been offering the highest quality and accessible healthcare to the local community for over 130 years. With two...
-
Registered Nurse, RN
7 days ago
Medford, United States MelroseWakefield Healthcare Full timePosting DescriptionWe’re excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been offering the highest quality and accessible healthcare to the local community for over 130 years. With two...
-
Registered Nurse, RN
23 hours ago
Medford, United States MelroseWakefield Healthcare Full timePosting Description We're excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been offering the highest quality and accessible healthcare to the local community for over 130 years. With two...
-
Registered Nurse
3 days ago
Medford, United States MelroseWakefield Healthcare Full timePosting DescriptionWe're excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been offering the highest quality and accessible healthcare to the local community for over 130 years. With two...
-
Registered Nurse, RN
2 weeks ago
Medford, United States MelroseWakefield Healthcare Full timePosting DescriptionWe’re excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been offering the highest quality and accessible healthcare to the local community for over 130 years. With two...
-
Registered Nurse, RN
4 weeks ago
Medford, United States MelroseWakefield Healthcare Full timeWe’re saving lives, building careers, and reimagining healthcare. We can’t wait to grow alongside you. Posting DescriptionWe’re excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been...
-
Registered Nurse, RN
3 weeks ago
Medford, United States MelroseWakefield Healthcare Full timeWe’re saving lives, building careers, and reimagining healthcare. We can’t wait to grow alongside you. Posting DescriptionWe’re excited to offer newly enhanced, highly competitive, sign-on bonuses to experienced RNs with at least 12 months of experience! Apply today to learn more! MelroseWakefield Hospital, part of the Tufts Medicine system, has been...
-
Substance Use Disorder
2 months ago
Medford, United States Rogue Community Health Full timeJob DescriptionJob DescriptionWage starts at $75,140.00/annuallyJoin us at Rogue Community Health, where you can enjoy a rewarding and impactful healthcare career. RCH is expanding our SUD program, and we have an employment opportunity for a SUD Clinician. The SUD Clinician will provide outpatient mental, and substance use disorder health assessment,...
-
Financial Services Representative II
4 weeks ago
Medford, United States Suffolk Credit Union Full timeJob DescriptionJob DescriptionJoin 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...
-
Financial Services Representative II
4 weeks ago
Medford, United States Suffolk Credit Union Full timeJob DescriptionJob DescriptionJoin 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...