Financial Services Representative

2 weeks ago


Islandia, New York, United States Suffolk Credit Union Full time
Job Title: Financial Services Representative

Job Summary:

We are seeking a highly skilled 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 service to our members, building and enhancing relationships, and identifying opportunities for cross-selling and referrals.

Key Responsibilities:

• 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

Requirements:

• High school diploma or equivalency certification
• Two (2) years of customer service, preferably in a banking environment
• Supervisory and cash handling experience preferred
• Notary License required or to be obtained within three (3) months of hire
• NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired

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

About Suffolk Credit Union:

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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