Financial Services Representative III
3 days ago
Suffolk Credit Union is a financial institution that prioritizes empowering its members and building a stronger community. Our team is committed to fostering a culture of transparency and integrity, making financial wellness accessible to everyone. We offer guidance on saving for the future, buying a home, or growing a business, and redefining banking by focusing on what truly matters - people.
Why Work with Us?- We offer comprehensive health, dental, and vision plans, including disability and specialized insurances.
- We provide generous 401(k) with employer matching, tuition reimbursement, and paid time off, including holidays, sick leave, and birthdays.
- We have employee wellness and assistance programs, along with support for work-life balance.
- We offer flexible spending accounts designed to support your lifestyle needs.
- We provide discounts on loan rates, financial services, and opportunities to participate in community charity events.
- We host 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.
- A high school diploma or equivalency certification is required.
- At least three (3) years of customer service experience, preferably in a banking environment, is necessary.
- Cash handling experience is preferred, and supervisory experience is required.
- A notary license must 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.
- 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.
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