Bilingual Personal Banker II: Build Relationships

Citadel Federal Credit Union; Philadelphia (Philadelphia County); On-site; USD 42,000 - 54,000; Full time

Job summary

Citadel Federal Credit Union in Philadelphia, PA is hiring a Personal Banker II who is bilingual in Spanish and English preferred. You will assess customers’ financial needs, open accounts, process deposits and loans, and cross-sell Citadel products to build lasting relationships.

The role emphasizes delivering exceptional service through Citadel’s Class Service principles, meeting sales goals, and complying with regulatory requirements, BSA training, and background checks.

Qualifications

• 2+ years of sales and face-to-face customer service experience.
• 3+ years sales and face-to-face customer service experience. Preferred
• Prior financial industry experience. Preferred
• NMLS. Preferred
• Notary. Preferred
• PC literacy
• Ability to navigate multiple software applications
• Ability to achieve sales goals through outstanding service.
• Strong attention to detail
• Ability to maintain confidentiality, use tact and diplomacy.

Responsibilities

• Demonstrate courtesy and efficiency with customers, exceeding expectations.
• Recognize opportunities to promote or sell Citadel products to meet sales goals.
• Accurately perform financial transactions with cash handling and technology.
• Add value with guided, consultative services to meet financial goals.
• Meet customers’ needs through in-person, outbound calls, and events.
• Develop and maintain relationships with business partners and other departments to maximize sales.
• Ensure compliance with operational policies and security requirements.

Skills

Sales & service experience

Cross-selling

Customer service

Excellent communication

Notary (preferred)

PC literacy

Ability to navigate multiple software

Education

High School Diploma

Tools

CEB machines

Job description

Citadel Federal Credit Union in Philadelphia, PA is hiring a Personal Banker II who is bilingual in Spanish and English preferred. You will assess customers’ financial needs, open accounts, process deposits and loans, and cross-sell Citadel products to build lasting relationships.

The role emphasizes delivering exceptional service through Citadel’s Class Service principles, meeting sales goals, and complying with regulatory requirements, BSA training, and background checks.