Retail Banking Associate – Customer Success & Sales

Citadel Credit Union; Thorndale (PA); On-site; USD 21,000 - 30,000; Full time

Job summary

Citadel Credit Union is seeking a Financial Service Representative to deliver friendly, accurate teller services at our Thorndale location. You will handle daily transactions, balance cash and use teller technology while educating members on Citadel products to strengthen relationships.

The role emphasizes delivering Citadel Class Service with accuracy, value, respect, and convenience, while meeting sales and service goals in a busy retail office environment.

Qualifications

• Minimum 1 year of customer service and cash handling experience.
• 6 months or more of sales experience.
• 2+ years in customer service, cash handling and sales preferred.
• Banking experience preferred.
• Ability to navigate multiple software applications.
• Excellent communication and problem solving skills.

Responsibilities

• Demonstrate Citadel Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Meet or exceed team performance goals in customer service, sales, and production.
• Accurately perform customers' financial transactions with cash handling; operate relevant teller technology.
• Educate customers on Citadel products and services and initiate cross-sell opportunities.
• Maintain confidentiality of members' financial information and comply with security procedures.

Skills

Customer service

Cash handling

Sales

Communication

Problem solving

Software navigation

Education

High school diploma or equivalency

Job description

Citadel Credit Union is seeking a Financial Service Representative to deliver friendly, accurate teller services at our Thorndale location. You will handle daily transactions, balance cash and use teller technology while educating members on Citadel products to strengthen relationships.

The role emphasizes delivering Citadel Class Service with accuracy, value, respect, and convenience, while meeting sales and service goals in a busy retail office environment.