Sales-Driven Personal Banking Advisor

Citadel Credit Union; Thorndale (PA); On-site; USD 34,000 - 52,000; Full time

Job summary

Citadel Credit Union in Thorndale, PA seeks a customer service focused professional to open accounts, process deposits and loans, and cross-sell products. You will build relationships, meet monthly sales goals, and deliver Citadel's Class Service principles in every interaction.

You will work across channels including in-person, calls, and community events, using multiple systems to ensure accurate, timely service and confidential handling of member information.

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 a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel’s Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Recognize opportunities to promote or sell Citadel’s products and services to meet or exceed monthly, quarterly, and semi‑annual sales goals.
• Accurately perform customers’ financial transactions, including cash handling and counting, by hand and using technology such as cash recyclers, ATMs, and inline teller machines.
• Add value to customers by offering guided, consultative services that introduce a variety of products and services designed to accomplish every individual’s financial goals.
• Meet customers’ needs through multiple channels, including in‑person, outbound calling campaigns, inbound call center calls, and community events.
• Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
• Ensure operational and financial safety and soundness through knowledgeable and sound decision‑making.
• Adhere to Citadel’s operational compliance and security policies, as well as applicable state and federal laws.
• Demonstrate strong understanding of industry trends, scams, risks, and threats and how they impact customers and the organization.
• Interact professionally, tactfully, and respectfully with co‑workers, management, customers, and vendors, fostering Citadel’s corporate culture in all actions and words and treating everyone with respect and consideration.
• Meet and comply with all requirements of the SAFE Act, including background checks and obtaining a unique identifier from the NMLS.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain confidentiality of members’ financial information in a secure manner.
• Ability to work Saturdays.
• Perform other duties as assigned.

Skills

Sales & customer service

Cash handling

Communication skills

Notary (preferred)

NMLS (preferred)

PC literacy

Multi-system navigation

Education

High School Diploma or equivalency

Tools

CEB machines

Job description

Citadel Credit Union in Thorndale, PA seeks a customer service focused professional to open accounts, process deposits and loans, and cross-sell products. You will build relationships, meet monthly sales goals, and deliver Citadel's Class Service principles in every interaction.

You will work across channels including in-person, calls, and community events, using multiple systems to ensure accurate, timely service and confidential handling of member information.