Personal Banker II: Growth, Service & Trust

Citadel Federal Credit Union; McKnight and Bay (MA); On-site; CAD 50,000 - 67,000; Full time

Job summary

Citadel Credit Union is seeking a customer-facing associate in Springfield to open accounts, process transactions, and cross-sell banking services. The role emphasizes building trust through Citadel Class Service and proactive relationship management.

Responsibilities include cash handling, in-person and outbound engagement, and collaboration with other departments to maximize sales opportunities while maintaining compliance with regulatory requirements.

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.
• Proficiency in using multiple software applications.

Responsibilities

• Demonstrate courtesy and efficiency, exceeding customer expectations.
• Promote and sell Citadel products and services to meet sales goals.
• Accurately handle financial transactions, including cash handling and ATMs.
• Offer guided, consultative services to meet customers’ financial goals.
• Develop relationships with customers through in-person and outreach channels.

Skills

Sales experience

Customer service

Communication skills

PC literacy

Multi-tasking

Team player

Education

High School Diploma

Tools

CEB machines

CRM software

Job description

Citadel Credit Union is seeking a customer-facing associate in Springfield to open accounts, process transactions, and cross-sell banking services. The role emphasizes building trust through Citadel Class Service and proactive relationship management.

Responsibilities include cash handling, in-person and outbound engagement, and collaboration with other departments to maximize sales opportunities while maintaining compliance with regulatory requirements.