Personal Banker - Floater

Citadel Credit Union; Lansdale (Montgomery County); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Personal Banker - Floater to enhance customer experiences and drive sales through exceptional service. In this dynamic role, you will assist customers with a variety of financial transactions, ensuring their needs are met while promoting additional services. Your ability to build relationships and provide consultative support will be key to contributing to the organization's success. If you are passionate about helping others achieve their financial goals and thrive in a fast-paced environment, this opportunity is perfect for you!

Qualifications

• 2+ years of sales and face-to-face customer service experience.
• Strong communication, judgment, and decision-making skills.

Responsibilities

• Assist customers with financial transactions and promote services.
• Maintain confidentiality and ensure operational safety.

Skills

Sales Experience

Customer Service

Cash Handling

Communication Skills

Problem-Solving Skills

Multi-tasking Ability

Education

High School Diploma or equivalent

Tools

Cash Recyclers

ATMs

Inline Teller Machines

PCs and Software Applications

Job description

Join to apply for the Personal Banker - Floater role at Citadel Credit Union.

Function

Incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including, but not limited to: opening accounts, deposits, withdrawals, and loan applications, as well as cross-selling other credit union services like credit cards, investments, insurance, and IRAs. Through quality customer interactions that exceed expectations and are rooted in the four guiding principles of Citadel Class Service (Accuracy, Value, Respect, and Convenience), the incumbent will establish a solid foundation of trust with each customer, positioning Citadel as the best choice for their banking needs.

Duties And Responsibilities

1. Demonstrate courtesy and efficiency with customers, exceeding expectations and applying Citadel’s Class Service Principles of Accuracy, Convenience, Respect, and Value.
2. Recognize opportunities to promote or sell Citadel’s products and services to meet customers’ financial needs and achieve sales goals.
3. Accurately perform financial transactions, including cash handling and counting, using technology such as Cash Recyclers, ATMs, and Inline Teller Machines.
4. Add value by offering guided, consultative services to help customers meet their financial goals.
5. Serve customers through various channels: in-person, outbound campaigns, inbound calls, and community events.
6. Develop and maintain relationships with business partners and other departments to maximize sales opportunities.
7. Ensure operational and financial safety through sound decision-making and adherence to policies.
8. Comply with operational, security policies, and applicable laws, including the SAFE Act and BSA requirements.
9. Maintain confidentiality of members’ financial information.
10. Work Saturdays and perform other duties as assigned.

Requirements

Your home base will be the Lansdale branch, with willingness to travel to other branches. Ability to work Saturdays is required.

Experience and Qualifications

• At least 2 years of sales and face-to-face customer service experience; 3+ years preferred.
• Prior financial industry experience preferred.
• Cash handling experience preferred.
• NMLS certification and Notary preferred.
• Proficient with PCs and multiple software applications.
• Strong communication, judgment, decision-making, and problem-solving skills.
• Ability to multi-task and work effectively in a team.
• High School Diploma or equivalent.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking