Personal Banker III

3 weeks ago

Medford, New York, United States Suffolk Credit Union Full time
Job Title: Personal Banker III

Suffolk Credit Union is seeking a highly skilled and customer-focused Personal Banker III to join our team. As a key member of our retail banking team, you will be responsible for delivering exceptional member experiences, building and maintaining relationships, and identifying opportunities for growth and development.

Key Responsibilities:
  • Provide personalized service to members, addressing their financial needs and goals.
  • Build and maintain relationships through acquisition, retention, and cross-selling strategies.
  • 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.
Requirements:
  • High school diploma or equivalency certification.
  • At least three years of customer service experience, preferably in a banking environment.
  • Cash handling and supervisory experience required.
  • Notary license required within three months of hire.
  • NMLS-ID (Mortgage Loan Originator) required.
What We Offer:
  • Comprehensive health, dental, and vision plans.
  • Generous 401(k) with employer matching.
  • Tuition reimbursement and paid time off.
  • Employee wellness and assistance programs.
  • Flexible spending account.
  • Discounts on loan rates and financial services.

Suffolk Credit Union is an equal opportunity employer 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.

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