Personal Banking & Solutions Advisor

Citadel Credit Union

East Norriton Township (Montgomery County)

On-site

USD 35,000 - 55,000

Full time

2 days ago

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Job summary

Citadel Credit Union is seeking a customer-facing associate to determine appropriate accounts and services to meet individual financial needs. The role drives sales through service, builds relationships, and assists with routine and complex transactions including deposits, withdrawals, and loan applications, while cross-selling cards, investments, insurance and IRAs.

The position emphasizes Citadel Class Service and requires strong communication, accuracy, and the ability to work in a

Qualifications

2+ years of 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
PC literacy and ability to navigate multiple software applications

Responsibilities

Demonstrate courtesy and efficiency with customers, exceeding expectations and applying Citadel’s Class Service Principles.
Promote or sell Citadel’s products and services to meet customers’ financial needs and sales goals.
Accurately perform customers’ financial transactions including cash handling with various machines.
Add value by offering guided, consultative services introducing products to meet financial goals.
Meet customers through in-person service, outbound calls, inbound calls, and community events.