Banking Relationship Manager

3 days ago


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

Job Summary:

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Suffolk Credit Union. This role involves delivering exceptional member experiences, building relationships, and identifying opportunities for lending and wealth management.

About Us:

Suffolk Credit Union is a community-driven organization that prioritizes transparency, integrity, and financial wellness. We offer comprehensive benefits, including health, dental, and vision plans, 401(k) matching, and employee wellness programs.

Responsibilities:

  • Provide personalized service to current and prospective members
  • Build and maintain relationships through acquisition, retention, and cross-selling strategies
  • Identify and refer opportunities for lending, wealth management, and other services
  • Collaborate with cross-functional teams to achieve departmental and Credit Union goals
  • Maintain 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

Requirements:

  • High school diploma or equivalency certification
  • At least three years of customer service experience, preferably in banking
  • Cash handling skills preferred; supervisory experience required
  • Notary license required within three months of hire
  • NMLS-ID (Mortgage Loan Originator) required and provided at time of hire if not already acquired

Compensation:

The estimated salary range for this position is $55,000 - $65,000 per year, based on industry standards and market data. Compensation may vary depending on qualifications and experience.



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