Personal Banker II - Northern Division

Citadel Credit Union; Pottstown (Montgomery County); On-site; USD 40,000 - 60,000; Full time

Job summary

Citadel Credit Union is seeking a Personal Banker II to enhance customer experiences and drive sales through excellent service. This full-time role involves managing financial transactions, building customer relationships, and achieving sales goals, within a supportive banking environment. Ideal candidates will have a strong background in sales and customer service, preferably with financial experience.

Qualifications

• Minimum 2 years of sales and face-to-face customer service experience.
• Proficiency with PC and multiple software applications.
• NMLS certification and Notary preferred.

Responsibilities

• Provide courteous and efficient customer service.
• Identify opportunities to promote or sell products to meet sales goals.
• Perform financial transactions accurately.

Skills

Sales

Communication

Problem Solving

Multitasking

Education

High School Diploma or equivalent

Job description

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Position Overview

This position can be based out of any of our branches in the Northern Division, including East Norriton, West Norriton, Pottstown, Warminster, Limerick, Lansdale, Harleysville, and Montgomeryville.

The incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet individual financial needs. The role involves driving sales through excellent service, developing positive customer relationships, and assisting with routine and complex financial transactions, such as opening accounts, deposits, withdrawals, loan applications, and cross-selling services like credit cards, investments, insurance, and IRAs.

Key Responsibilities

• Provide courteous and efficient customer service, exceeding expectations and adhering to Citadel’s Class Service Principles (Accuracy, Convenience, Respect, and Value).
• Identify opportunities to promote or sell Citadel’s products and services to meet or exceed sales goals.
• Perform financial transactions accurately, including cash handling with manual and technological tools.
• Offer guided, consultative services to help customers achieve their financial goals.
• Serve customers through various channels, including in-person, outbound calls, inbound call center, and community events.
• Build and maintain relationships with business partners and department specialists to maximize sales.
• Ensure operational safety and compliance with policies, laws, and regulations.
• Understand industry trends, scams, and risks to protect customers and the organization.
• Maintain professional and respectful interactions with co-workers, management, customers, and vendors.
• Complete all required compliance and security training, including SAFE Act and BSA requirements.
• Maintain confidentiality of customer information.
• Ability to work Saturdays.
• Perform other duties as assigned.

Qualifications and Experience

• Minimum 2 years of sales and face-to-face customer service experience; 3+ years preferred.
• Prior financial industry experience preferred.
• Cash handling experience preferred.
• NMLS certification and Notary preferred.
• Proficiency with PC and multiple software applications.
• Strong sales, communication, judgment, and problem-solving skills.
• Ability to multitask, build relationships, and work effectively in a team.
• Professional appearance and demeanor.
• Knowledge of Citadel products like mortgages, auto loans, and home equity loans.

Education

• High School Diploma or equivalent.

Additional Details

• Entry-level position.
• Full-time employment.
• Industry: Banking, with a focus on finance and sales.