Personal Banker II Representative

4 days ago

Riverhead, 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 Work with Us?
  • We offer comprehensive health, dental, and vision plans, including disability and specialized insurances.
  • Our generous 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.

If you're a proactive, detail-oriented professional who thrives in a fast-paced, dynamic environment and is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

Role Overview

Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management.

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

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