Financial Services Representative III

2 months ago

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

Suffolk Credit Union is 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 whether you're saving for the future, buying a home, or growing your business.

Why Choose Us?
  • We offer comprehensive health, dental, and vision plans, including disability and specialized insurances.
  • Our 401(k) plan includes employer matching, tuition reimbursement, and paid time off, including holidays, sick leave, and birthdays.
  • We provide employee wellness and assistance programs, along with support for work-life balance.
  • Our flexible spending account is designed to support your lifestyle needs.
  • We offer discounts on loan rates, financial services, and opportunities to participate in community charity events.
  • We celebrate holiday luncheons, themed parties, and other employee engagement activities.

As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within the retail banking environment.

Key Responsibilities:
  • Provide exceptional member experiences to both current and prospective Suffolk Credit Union members.
  • Build and maintain relationships through acquisition, retention, and cross-selling opportunities within retail banking.
  • 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 Personal Banker 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.
  • Achieve monthly loan goals ethically, ensuring compliance with all regulations while contributing to overall branch success.
Essential Qualifications:
  • A high school diploma or equivalency certification is required.
  • At least three (3) years of customer service experience, preferably in a banking environment.
  • Cash handling experience is preferred, and supervisory experience is required.
  • A Notary license is required to be obtained within three (3) months of hire.
  • An NMLS-ID (Mortgage Loan Originator) is required and will be provided at time of hire if not already acquired.
  • Bilingual skills are preferred.

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