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Financial Services Professional

2 months ago

West Babylon, 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. As a key member of our retail banking team, you will be responsible for delivering exceptional member experiences and building strong relationships with our customers.

Key Responsibilities
  • Provide personalized service to members, addressing their financial needs and goals.
  • Build and maintain relationships through acquisition, retention, and cross-selling opportunities.
  • 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 banking 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.
Requirements
  • High school diploma or equivalency certification.
  • At least three years of customer service experience, preferably in a banking environment.
  • Cash handling experience preferred, supervisory experience required.
  • Notary license required to be obtained within three months of hire.
  • NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
  • Bilingual preferred.
Preferred Qualifications
  • 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.