Retail Banking & Financial Solutions Specialist

PenFed Credit Union

East Windsor Township (NJ)

On-site

USD 30,000 - 34,000

Full time

9 days ago

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Job summary

PenFed Credit Union in East Windsor, New Jersey is seeking a Retail Banker to work onsite at our East Windsor Financial Center. The role focuses on extending member relationships by offering appropriate financial solutions and services, while handling cash transactions accurately and efficiently.

Ideal candidates have an associate degree and at least two years of customer service experience, with preferred sales experience and cash handling.

Qualifications

Associate degree or equivalent combination of education and experience.
Minimum of two (2) years of superior customer service experience.
Minimum of two (2) years of demonstrated successful sales experience preferred.
Minimum of at least six (6) months of cash handling experience.
Experience in financial services and knowledge of financial services industry, products and solutions.
Notary Public preferred (not applicable for Puerto Rico locations).
Bilingual-Spanish preferred.
Experience using AI tools preferred.

Responsibilities

Deliver results by meeting or exceeding goals in a member-centric environment.
Provide excellent member service and assist with cross-selling PenFed loan and share products.
Assist members with cash transactions and loan applications as needed.
Support branches with on-call availability and extended hours as required.
Maintain proficiency in PenFed systems including Salesforce, PenTeller and knowledge bases.