Personal Banking & Relationship Advisor

Citadel Credit Union; Parkesburg (Chester County); On-site; USD 42,000 - 62,000; Full time

Job summary

Citadel Credit Union in Parkesburg, PA seeks a motivated Customer Service & Sales Associate to determine member needs, open accounts, process deposits/loans and cross-sell banking services. You will guide members through available products, delivering Citadel Class Service with accuracy, value, respect and convenience.

Join a team focused on building relationships through in-person service, outbound calls, and community events, while ensuring compliance and security.

Qualifications

• 2+ years of sales and face-to-face customer service experience.
• 3+ years of sales and face-to-face customer service experience (preferred).
• Prior financial industry experience (preferred).
• Cash handling experience (preferred).

Responsibilities

• Demonstrate courtesy and efficiency with customers, exceeding expectations and applying Citadel’s Class Service Principles.
• Recognize opportunities to promote Citadel’s products and services to meet customers’ financial needs and sales goals.
• Accurately perform customers’ financial transactions including cash handling and use of Cash Recyclers/ATMs.
• Offer guided, consultative services introducing products to accomplish customers’ financial goals.
• Serve customers through in-person interactions, outbound calls, inbound calls, and community events.
• Develop relationships with business partners and other departments to maximize sales opportunities.

Skills

Customer service

Sales

Notary (preferred)

NMLS (preferred)

Education

High School Diploma or equivalent

Tools

Cash Recyclers

ATMs

Job description

Citadel Credit Union in Parkesburg, PA seeks a motivated Customer Service & Sales Associate to determine member needs, open accounts, process deposits/loans and cross-sell banking services. You will guide members through available products, delivering Citadel Class Service with accuracy, value, respect and convenience.

Join a team focused on building relationships through in-person service, outbound calls, and community events, while ensuring compliance and security.