Member Banking & Lending Specialist

Suffolkcu; Town of Brookhaven (NY); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health plans

Lifestyle spending accounts

401(k) matching

Work-life balance support

Employee engagement activities

Community involvement opportunities

Job summary

Suffolk Credit Union in New York seeks a Personal Banker II to deliver exceptional member service, build lasting relationships, and drive cross-sell opportunities across lending, wealth, and accounts.

You will process transactions, assist with onboarding, and support branch teams while ensuring accuracy, confidentiality, and compliance with credit union policies. The role emphasizes member-focused service and community involvement. This is a full-time position with benefits.

Qualifications

• Strong customer service experience, banking preferred.
• Ability to educate members on products and cross-sell opportunities.
• Excellent communication, both written and verbal.
• Discretion with confidential information and data.
• Notary license or willingness to obtain within 3 months.

Responsibilities

• Deliver exceptional service to current and prospective members.
• Educate members on products and benefits while identifying cross-sell opportunities.
• Resolve member requests and complaints promptly.
• Develop relationships to generate referral opportunities.
• Process transactions accurately while protecting member data.
• Assist with onboarding and account maintenance, including fraud claims.
• Support branch operations including wire transfers and travel to branches as needed.
• Meet monthly loan goals in compliance with policies.

Skills

Customer service excellence

Sales and cross-selling

Effective communication

Confidentiality and ethics

Bilingual (preferred)

Education

High school diploma or equivalent

Notary License (required or within 3 months)

Job description

Suffolk Credit Union in New York seeks a Personal Banker II to deliver exceptional member service, build lasting relationships, and drive cross-sell opportunities across lending, wealth, and accounts.

You will process transactions, assist with onboarding, and support branch teams while ensuring accuracy, confidentiality, and compliance with credit union policies. The role emphasizes member-focused service and community involvement. This is a full-time position with benefits.