Personal Banker II: Member Growth & Cross-Sell

Suffolk Credit Union; Sayville (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Suffolk Credit Union seeks a Personal Banker II to deliver exceptional service and build lasting relationships with members. You will educate members on products, identify cross-sell opportunities, and process transactions with accuracy and confidentiality.

The role involves supporting branches, responding to member needs, and helping reach loan goals in a compliant, member-focused environment.

Qualifications

• High school diploma or equivalent required.
• Two years of customer service experience preferred in banking.
• Supervisory and cash handling experience preferred.
• Notary license required or to be obtained within three months.
• NMLS-ID required and will be provided at time of hire if not already obtained.
• Bilingual preferred.

Responsibilities

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

Skills

Customer service

Cash handling

Communication

Bilingual

Notary license

NMLS-ID

Education

High school diploma or equivalent

Job description

Suffolk Credit Union seeks a Personal Banker II to deliver exceptional service and build lasting relationships with members. You will educate members on products, identify cross-sell opportunities, and process transactions with accuracy and confidentiality.

The role involves supporting branches, responding to member needs, and helping reach loan goals in a compliant, member-focused environment.