Branch Financial Advisor - Personal Banker II

Citadel Credit Union; Pottstown (Montgomery County); On-site; USD 36,000 - 54,000; Full time

Job summary

Citadel Credit Union seeks a customer-facing sales professional to join our Northern Division branches, including Pottstown. You will determine and provide the right accounts and services for each member, drive sales through superior service, and build lasting relationships across our branch network.

The role involves handling a variety of routine and complex transactions, from opening accounts to loan applications, and cross-selling products such as credit cards, investments, and IRAs.

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
• Cash handling 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.
• Team-oriented with relationship-building ability
• Ability to multi-task
• Excellent communication, judgment, decision and problem solving skills
• Ability to understand and follow direction
• Ability to maintain confidentiality, use tact and diplomacy
• Demonstrate professionalism through dress and demeanor
• Ability to develop business organically with a strong customer service background
• Self-Motivator who holds themselves accountable for achieving goal
• Strong technical skills and ability to work with multiple systems such as CEB machines
• Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity

Responsibilities

• Demonstrate courtesy and efficiency with customers, exceeding expectations and applying Citadel’s Service Principles.
• Promote or sell Citadel’s products and services to meet customers’ financial needs and sales goals.
• Accurately perform financial transactions, including cash handling and counting with various machines.
• Add value by offering consultative services to meet individual financial goals.
• Serve customers through channels including in-person, outbound calls, inbound calls, and community events.
• Develop and maintain relationships with business partners to maximize sales opportunities.
• Ensure operational and financial safety through knowledge and decision-making.
• Adhere to Citadel’s policies and applicable laws and security requirements.
• Demonstrate knowledge of industry trends and risks impacting customers and the organization.
• Interact professionally with coworkers, management, customers, and vendors while fostering Citadel’s culture.
• Complete required background checks and obtain NMLS identifier as part of SAFE Act compliance.
• Maintain confidentiality of member financial information and security.
• Ability to work Saturdays and perform other duties as assigned.

Skills

Sales experience

Customer service

Cash handling

NMLS (preferred)

Notary (preferred)

PC literacy

Multi-tasking

Communication skills

Education

High School Diploma or equivalency

Job description

Citadel Credit Union seeks a customer-facing sales professional to join our Northern Division branches, including Pottstown. You will determine and provide the right accounts and services for each member, drive sales through superior service, and build lasting relationships across our branch network.

The role involves handling a variety of routine and complex transactions, from opening accounts to loan applications, and cross-selling products such as credit cards, investments, and IRAs.