Personal Banking Specialist

3 days ago


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

Join Our Team:

We are seeking a highly motivated and customer-centric Financial Services Representative to join our team at Suffolk Credit Union. As a key player in helping members achieve their financial goals, you will be responsible for delivering exceptional member experiences and identifying opportunities for lending and wealth management.

About the Position:

This role involves building and maintaining relationships, identifying opportunities for lending and wealth management, and collaborating with cross-functional teams to achieve departmental and Credit Union goals. The successful candidate will have excellent communication and interpersonal skills, with the ability to empathize and build rapport with members.

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

Salary Range:

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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