Personal Banker II: Member Banking & Growth (Flexible Schedule)

Suffolkcu; Commack (NY); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Health plans

Lifestyle spending accounts

401(k) matching

Work-life balance

Community involvement

Job summary

Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional service to members and prospective members, cross-sell products, and manage transactions with confidentiality. You will help with onboarding, referrals to lending and wealth areas, and support branches as needed.

The role emphasizes relationship-building, accuracy, and adherence to banking regulations, with opportunities for growth and community involvement within the credit union system.

Qualifications

• High school diploma or equivalent.
• Two years of customer service, preferably in banking.
• Notary License required or to be obtained within three months of hire.
• NMLS-ID (Mortgage Loan Originator) required and provided at time of hire if not already acquired.
• Bilingual preferred.

Responsibilities

• Deliver exceptional service to current and prospective members.
• Educate members on Credit Union products, services, and benefits while identifying cross-sell opportunities.
• Resolve member requests, complaints, and issues in a timely and effective manner.
• Build and deepen relationships with members, generating referral opportunities.
• Accurately and efficiently process transactions while maintaining member confidentiality.
• Perform member research and outreach for sales and service, ensuring follow-up for a positive experience.
• Complete new member onboarding and assist with account maintenance and fraud claims.
• Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing.
• Support inbound call centers, digital banking services, and travel to branches as needed.
• Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations.

Skills

Customer service

Communication

Cash handling

Bilingual preferred

Education

High school diploma

Job description

Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional service to members and prospective members, cross-sell products, and manage transactions with confidentiality. You will help with onboarding, referrals to lending and wealth areas, and support branches as needed.

The role emphasizes relationship-building, accuracy, and adherence to banking regulations, with opportunities for growth and community involvement within the credit union system.