Personal Banking & Solutions Advisor

Citadel Credit Union; Brookhaven (Delaware County); On-site; USD 32,000 - 52,000; Full time

Job summary

Citadel Credit Union is seeking a customer-facing professional to determine the best accounts and services for members, while driving sales through outstanding service. You will handle routine and complex financial transactions, cross-sell credit cards, investments, and loans, and build lasting relationships with members both in person and through outreach efforts.

The role emphasizes accuracy, value, respect, and convenience, with adherence to safety and regulatory standards, and

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).
• NMLS (preferred).
• Notary (preferred).
• PC literacy.
• Ability to navigate multiple software applications.
• Ability to achieve sales goals through outstanding service.
• Strong attention to detail.
• A track record of working effectively in a team environment and building solid relationships.
• Ability to multi-task.
• Excellent communication, judgment, decision-making and problem-solving skills.
• Ability to understand and follow direction.
• Ability to maintain confidentiality, use tact and diplomacy.
• Demonstrate professionalism through dress and demeanor.
• Ability to develop business organically with a strong customer service background.
• Self-motivator who holds themselves accountable for achieving goals.
• Strong technical skills and ability to work with multiple systems such as CEB machines.
• Knowledgeable of Citadel Credit Union products such as mortgages, auto loans, and home equity.

Responsibilities

• Demonstrate courtesy and efficiency with customers, exceeding expectations.
• Recognize opportunities to promote Citadel’s products to meet sales goals.
• Accurately perform financial transactions, including cash handling and counting.
• Offer guided, consultative services to meet customers’ financial goals.
• Meet customers’ needs through multiple channels including in-person, outbound calls, inbound calls, and events.
• Develop and maintain relationships with business partners to maximize sales opportunities.
• Ensure operational and financial safety through sound decision‑making.
• Adhere to Citadel’s policies and applicable laws.
• Understand industry trends, risks, and threats and their impact.
• Interact professionally with coworkers, management, customers, and vendors.

Skills

Customer service

Sales

Communication

Multi-tasking

Attention to detail

Teamwork

Problem solving

Cash handling

Education

High School Diploma

Notary

NMLS

Tools

CEB machines

Cash recyclers

ATMs

Job description

Citadel Credit Union is seeking a customer-facing professional to determine the best accounts and services for members, while driving sales through outstanding service. You will handle routine and complex financial transactions, cross-sell credit cards, investments, and loans, and build lasting relationships with members both in person and through outreach efforts.

The role emphasizes accuracy, value, respect, and convenience, with adherence to safety and regulatory standards, and