Personal Banker I - Teller

Suffolk Credit Union; Miller Place (CA); On-site; USD 40,000 - 50,000; Full time

Job summary

Suffolk Credit Union in New York state seeks a Personal Banker I (Tellers) to deliver exceptional service, handle teller transactions, and cultivate member relationships through cross-sell strategies. Role emphasizes accuracy, confidentiality, and teamwork.

Responsibilities include deposits, withdrawals, account updates, debit/ATM servicing, and support for online banking and onboarding. Flexible hours and community involvement are encouraged.

Qualifications

• High school diploma or equivalent is required.
• 1–2 years of customer service experience, preferably in banking.
• 6 months teller or FSR experience required.
• Notary license must be obtained within 3 months of hire.
• Bilingual skills are preferred.

Responsibilities

• Provide exceptional service to current and prospective members, addressing inquiries and resolving issues.
• Identify cross-selling opportunities and member acquisition through knowledge of credit union products and services.
• Process deposits, withdrawals, and check verifications accurately while maintaining confidentiality.
• Manage cash drawers, reconcile balances, and handle cash and coin requests.
• Update personal information, signers, beneficiaries, and stop payment requests.
• Assist with Debit/ATM card servicing, wire transfers, and checkbook orders.
• Support member onboarding and digital banking assistance.
• Assist the Contact Center during high volume periods.
• Participate in community events and business development to support growth.

Skills

Customer service

Interpersonal skills

Communication skills

Cash handling

Bilingual (preferred)

Education

High school diploma or equivalent

Notary license (within 3 months)

Tools

Debit/ATM card servicing

Job description

At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.

Role Overview:

Our Personal Banker I's (Tellers) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In addition to handling teller duties such as processing transactions accurately and efficiently, they are expected to establish and enhance relationships through acquisition, retention, and cross-sell strategies within retail banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of accuracy and reliability.

Key Responsibilities:

• Provide exceptional service to all current and prospective members, addressing inquiries and resolving issues promptly.
• Exhibit knowledge of Credit Union products and services, identifying opportunities for cross-selling and member acquisition.
• Process transactions accurately and efficiently, including deposits, withdrawals, and check verifications, while maintaining confidentiality.
• Perform routine teller tasks such as managing cash drawers, reconciling balances, and handling cash and coin requests.
• Handle account maintenance, including updates to personal information, signers, beneficiaries, and stop payment requests.
• Assist with Debit/ATM card servicing, wire transfers, and checkbook orders.
• Support member onboarding activities, ensuring a smooth and positive experience.
• Provide digital and online banking support to members, ensuring seamless access to services.
• Assist the Contact Center with inbound calls during high volume periods.
• Participate in community events, Call Nights, and business development efforts to support Credit Union growth.

Essential Qualifications:

Qualified candidates will have a high school diploma or equivalency certification. One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. Bilingual preferred.

• Strong interpersonal skills with the ability to empathize and build rapport.
• Clear and articulate communication, both orally and in writing.
• Proficient in customer service and handling confidential information with discretion.
• Ability to work effectively with direct supervision and support branch goals.
• Intermediate mathematical skills with knowledge of loan processing procedures.
• Familiarity with credit union products, services, policies, and regulations.
• Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.

Working Conditions:

• Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.
• Occasionally required to lift over 45 lbs., such as supply boxes.
• Occasionally works unusual hours, including Credit Union Days and call nights.
• Must be available to work a flexible schedule, including Saturdays.
• Occasionally required to travel up to 50 miles for business needs.

Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

Compensation for employees is generally offered within the range of the minimum to midpoint of the posted salary scale, based on qualifications, internal pay equity, and the budget for the position. This compensation range adheres to state-specific regulations. The determination of your actual pay rate may take into consideration factors such as your skills, years of experience, and other pertinent qualifications.