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Personal Banker II
2 weeks ago
Riverhead, United States Suffolk Credit Union Full timeAbout Us: At Suffolk Credit Union, we're more than a place to manage your money - we're a team committed to empowering our members and building a stronger community. We treat every individual with dignity and respect, fostering a culture of transparency and integrity. Our mission is to make financial wellness accessible for everyone, offering guidance...
Personal Banker II
2 months ago
- Deliver exceptional service to all current and prospective members.
- Educate members on Credit Union products, services, and benefits while identifying cross-sell opportunities.
- Resolve member requests, complaints, and issues in a timely and effective manner.
- Build and deepen relationships with members, generating referral opportunities.
- Accurately and efficiently process transactions while maintaining member confidentiality.
- Perform member research and outreach for sales and service purposes, ensuring follow-up for a positive experience.
- Complete new member onboarding and assist with account maintenance and fraud claims.
- Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing.
- Support inbound call centers, digital banking services, and travel to branches as needed.
- Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations.
- 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.
- 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.
