Personal Banking Advisor: Build Relationships & Loans

Citadel Credit Union; Philadelphia (Philadelphia County); On-site; USD 42,000 - 64,000; Full time

Job summary

Citadel Credit Union in Philadelphia is seeking a customer-focused sales and service associate responsible for opening accounts, deposits, loans, and cross-selling Citadel products. You will build relationships through outstanding service and accurate transactions.

The role requires 2+ years of sales and in-person customer service, cash handling experience, and the ability to work multiple software systems. Notary and NMLS preferred but not required.

Qualifications

• 2+ years sales and face-to-face customer service experience.
• 3+ years sales and face-to-face customer service experience preferred.
• Prior financial industry experience preferred.
• Cash handling experience preferred.
• NMLS preferred
• Notary preferred
• Ability to navigate multiple software applications
• Ability to achieve sales goals through outstanding service

Responsibilities

• Promote Citadel’s products and services to meet customers’ financial needs and sales goals.
• Process financial transactions accurately, including cash handling.
• Develop and maintain relationships with business partners and departments to maximize sales opportunities.
• Meet and comply with regulatory and security policies and procedures.
• Interact with customers in person, by phone, and at community events in a professional manner.

Skills

Sales experience

Customer service

Cash handling

Multi-tasking

Communication skills

Education

High School Diploma or equivalency

Tools

Cash Recyclers

PC literacy

Job description

Citadel Credit Union in Philadelphia is seeking a customer-focused sales and service associate responsible for opening accounts, deposits, loans, and cross-selling Citadel products. You will build relationships through outstanding service and accurate transactions.

The role requires 2+ years of sales and in-person customer service, cash handling experience, and the ability to work multiple software systems. Notary and NMLS preferred but not required.