Personal Banker II

Citadel Credit Union; Brookhaven (Delaware County); On-site; USD 40,000 - 55,000; Full time

Job summary

Join Citadel Credit Union as a Personal Banker II where you will manage customer experiences and drive sales through service. This role includes assisting with financial transactions and promoting services tailored to meet customer needs. The ideal candidate will have strong customer service and sales experience, contributing to the success of the organization in a dynamic banking environment.

Qualifications

• 1+ years of sales and face-to-face customer service experience.
• Basic PC Literacy required.
• Prior financial industry experience preferred.

Responsibilities

• Assist customers with financial transactions and services.
• Meet and exceed monthly sales goals.
• Provide consultative services to customers.

Skills

Customer Service

Sales Skills

Attention to Detail

Communication

Judgment

Problem-Solving

Education

High school diploma or equivalency

Tools

Microsoft Office

Job description

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Job Overview

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 IRA’s. Incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.

Job Overview

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 IRA’s. Incumbent will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs.

Responsibilities

• Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel’s Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Recognize opportunities to promote or sell Citadel’s products and services as a means for serving customers’ financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
• Accurately perform customers’ financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs’, and/or Inline Teller Machines.
• Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual’s financial goals.
• Meet customers’ needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
• Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
• Ensure operational and financial safety and soundness through knowledge and sound decision making.
• Adhere to Citadel’s operational compliance and security policies, as well as applicable state and federal laws.
• Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
• Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner. This includes actively learning, demonstrating and fostering Citadel’s corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position.
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain confidentiality of members financial information in a secure and secure manner
• Ability to work Saturdays.
• Perform other duties as assigned.
  
  

Qualifications And Education Requirements

• 1+ years of sales and face-to-face customer service experience
• Basic PC Literacy required
• Prior financial industry experience preferred
• Cash handling experience preferred
• NMLS preferred
• Notary preferred
• High school diploma or equivalency
  
  

Additional Skills/Notes

• Ability to achieve sales goals through outstanding service.
• Strong attention to detail.
• Demonstrate professionalism through dress and demeanor.
• A track record of working effectively in a team environment and building solid relationships.
• Ability to multi-task.
• Excellent communication, judgement, 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 navigate multiple software applications
• Microsoft Office preferred
  
  

Performance Measurements

Performance metrics will be established each year based on corporate and strategic goals.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. Employees may experience swings in work-related demands placed upon them by members.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, stand, talk and/or hear for extended periods. The employee is occasionally required to walk, stoop, kneel, crouch, or bend. The employee will be regularly required to walk and move fluidly within a Retail Office or Corporate Office environment. The employee must occasionally lift up to 20 pounds. The position requires close visual acuity. Community events can occur in a variety of locations including indoors, outside, or at local employers who partner with Citadel.

EEO Statement

Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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