Personal Banker II: Build Trust & Grow Financial Solutions

Citadel Federal Credit Union; Springfield Township (Delaware County); On-site; USD 38,000 - 48,000; Full time

Job summary

Citadel Federal Credit Union in Springfield, PA is seeking a customer-facing professional to determine financial needs and open accounts, deposits, withdrawals, and loan applications. You will cross-sell credit union services while delivering a positive customer experience and building lasting relationships.

The role emphasizes accuracy, value, respect, and convenience, with strong sales goals. Experience in sales and service, NMLS/Notary preferred, and ability to work Saturdays are important.

Qualifications

• 2+ years of sales and face-to-face customer service experience.
• 3+ years sales and face-to-face customer service experience preferred.
• Prior financial industry experience preferred.
• NMLS preferred
• Notary preferred
• PC literacy and ability to navigate multiple software applications
• Ability to achieve sales goals through outstanding service.
• Strong attention to detail.
• Team-oriented with solid relationships.
• Maintain confidentiality and professional conduct.

Responsibilities

• Demonstrate courtesy and efficiency with customers.
• Promote Citadel products and services to meet sales goals.
• Accurately perform financial transactions and handle cash.
• Provide guided, consultative services to address financial goals.
• Serve customers across in-person, calls, and events channels.
• Develop relationships with partners to maximize sales opportunities.
• Ensure compliance with policies and regulatory requirements.
• Maintain confidentiality of members' financial information.
• Support staff with a positive and professional demeanor.

Skills

Sales experience

Face-to-face service

Communication skills

Multitasking

Attention to detail

Education

High School Diploma or equivalency

Tools

CEB machines

Job description

Citadel Federal Credit Union in Springfield, PA is seeking a customer-facing professional to determine financial needs and open accounts, deposits, withdrawals, and loan applications. You will cross-sell credit union services while delivering a positive customer experience and building lasting relationships.

The role emphasizes accuracy, value, respect, and convenience, with strong sales goals. Experience in sales and service, NMLS/Notary preferred, and ability to work Saturdays are important.