Personal Banking & Loans Advisor

Suffolk Credit Union; Massapequa (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health plans

401(k) matching

Work-life balance support

Employee engagement activities

Job summary

Suffolk Credit Union is seeking a Universal Banker to join our team in Massapequa, NY. In this role, you'll deliver exceptional member service while guiding members through banking needs and personalized financial solutions. With a focus on relationship building and financial wellness, you'll drive member satisfaction and business growth.

The ideal candidate has a high school diploma, experience in banking, and strong communication skills. We offer a competitive salary, annual bonus opportunity, and comprehensive benefits.

Qualifications

• 1–2 years of experience in banking, financial services, or customer-facing sales.
• Strong multitasking and communication skills in a fast-paced environment.
• Proficiency with Microsoft Office and ability to quickly learn banking and digital platforms.

Responsibilities

• Process daily banking transactions accurately and efficiently.
• Open and service deposit accounts including checking and savings.
• Originate consumer loans such as personal and auto loans.

Skills

Multitasking

Communication skills

Customer service

Financial transactions

Education

High school diploma or equivalent

Associate's or Bachelor's degree

Tools

Microsoft Office

Digital banking tools

Job description

Suffolk Credit Union is seeking a Universal Banker to join our team in Massapequa, NY. In this role, you'll deliver exceptional member service while guiding members through banking needs and personalized financial solutions. With a focus on relationship building and financial wellness, you'll drive member satisfaction and business growth.

The ideal candidate has a high school diploma, experience in banking, and strong communication skills. We offer a competitive salary, annual bonus opportunity, and comprehensive benefits.