Personal Banking & Relationship Specialist

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

Job summary

Citadel Credit Union seeks a customer-focused team member to open accounts, process routine and complex financial transactions, and promote a range of services to build lasting relationships. You will engage with members across channels, meet sales targets, and uphold Citadel's Class Service principles.

The role emphasizes accuracy, value, respect, and convenience, with a focus on delivering a superior member experience and complying with regulatory requirements.

Qualifications

• 2+ years of sales and face-to-face customer service experience.
• Prior financial industry experience preferred.
• NMLS preferred

Responsibilities

• Demonstrate courtesy and efficiency with customers, exceeding expectations.
• Promote Citadel products and services to meet financial goals.
• Accurately perform financial transactions including deposits, withdrawals, and loan applications.
• Cross-sell credit cards, investments, insurance, and IRAs.
• Maintain confidentiality of members' financial information and ensure security compliance.

Skills

Sales goals

Customer service

Communication

Multi-tasking

Attention to detail

Education

High School Diploma or equivalent

Tools

CEB machines

Job description

Citadel Credit Union seeks a customer-focused team member to open accounts, process routine and complex financial transactions, and promote a range of services to build lasting relationships. You will engage with members across channels, meet sales targets, and uphold Citadel's Class Service principles.

The role emphasizes accuracy, value, respect, and convenience, with a focus on delivering a superior member experience and complying with regulatory requirements.