Financial Services Representative III

4 days ago

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

Suffolk Credit Union is a financial institution that prioritizes member satisfaction and community development. Our mission is to provide accessible financial services while fostering a culture of transparency and integrity.

Why Work with Us?
  • We offer comprehensive benefits, including health, dental, and vision plans, as well as a generous 401(k) with employer matching.
  • Our employee wellness programs and flexible spending accounts support work-life balance and employee well-being.
  • We provide opportunities for professional growth and development, including tuition reimbursement and paid time off.
  • Our team members enjoy discounts on loan rates and financial services, as well as opportunities to participate in community charity events.
  • We celebrate our employees' milestones and achievements through holiday luncheons and themed parties.
Role Overview

As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, you will be responsible for delivering exceptional member experiences and building relationships through acquisition, retention, and cross-selling strategies.

Key Responsibilities
  • Provide personalized service to current and prospective members, addressing their financial needs and goals.
  • 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, ensuring accuracy and efficiency 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
  • High school diploma or equivalency certification.
  • At least three years of customer service experience, preferably in a banking environment.
  • Cash handling experience preferred, supervisory experience required.
  • Notary license required to be obtained within three months of hire.
  • NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
  • Bilingual preferred.
Working Conditions
  • Ability to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.
  • Occasional lifting of over 45 lbs., such as supply boxes.
  • Occasional work on unusual hours, including Credit Union Days and call nights.
  • Availability to work a flexible schedule, including Saturdays.
  • Occasional travel up to 50 miles for business needs.

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