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Personal Banker I

2 months ago


Medford, New York, United States Suffolk Credit Union Full time
Job Summary

Suffolk Credit Union is seeking a highly skilled Personal Banker I to join our team. As a key member of our retail banking team, you will be responsible for delivering exceptional service to our members, handling transactions accurately and efficiently, and establishing and enhancing relationships through acquisition, retention, and cross-sell strategies.

Key Responsibilities
  • Provide exceptional service to all current and prospective members, addressing inquiries and resolving issues promptly.
  • Exhibit knowledge of Credit Union products and services, identifying opportunities for cross-selling and member acquisition.
  • Process transactions accurately and efficiently, including deposits, withdrawals, and check verifications, while maintaining confidentiality.
  • Perform routine teller tasks such as managing cash drawers, reconciling balances, and handling cash and coin requests.
  • Handle account maintenance, including updates to personal information, signers, beneficiaries, and stop payment requests.
  • Assist with Debit/ATM card servicing, wire transfers, and checkbook orders.
  • Support member onboarding activities, ensuring a smooth and positive experience.
  • Provide digital and online banking support to members, ensuring seamless access to services.
  • Assist the Contact Center with inbound calls during high volume periods.
  • Participate in community events, Call Nights, and business development efforts to support Credit Union growth.
Essential Qualifications

Qualified candidates will have a high school diploma or equivalency certification. One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. 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.
Working Conditions
  • 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.

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.