Member-Focused Banking Specialist II

Suffolk Credit Union; Commack (NY); On-site; USD 42,000 - 62,000; Full time

Job summary

Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional member service, educate on products, and drive cross-sell opportunities. You will process transactions with care, support onboarding, and assist with fraud claims while complying with policies.

The role requires knowledge of banking products, strong communication, and the ability to travel to branches as needed to meet goals and support digital banking services.

Qualifications

• High school diploma or equivalent.
• Two years of customer service experience, preferably in banking.
• Notary license required or to be obtained within three months of hire.
• NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired.
• Bilingual preferred.

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.

Skills

Customer service

Cash handling

Communication

Discretion with confidential info

Bilingual

Education

High school diploma or equivalent

Notary License (within 3 months)

NMLS Mortgage License (NMLS-ID)

Job description

Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional member service, educate on products, and drive cross-sell opportunities. You will process transactions with care, support onboarding, and assist with fraud claims while complying with policies.

The role requires knowledge of banking products, strong communication, and the ability to travel to branches as needed to meet goals and support digital banking services.