Senior Personal Banker & Branch Growth Lead

Suffolk Federal Credit Union

Commack (NY)

On-site

USD 45,000 - 65,000

Full time

7 days ago
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Benefits offered by this job

Health plans
401(k) matching
Work-life balance support
Community involvement opportunities
Employee engagement activities

Job summary

Suffolk Credit Union is seeking a Financial Services Representative III (Personal Banker) to deliver outstanding member experiences and strengthen relationships with current and prospective members. You will drive acquisition, retention, and cross-selling within retail banking while coordinating with the Assistant Branch Manager to oversee branch operations.

You will collaborate with cross-functional teams to meet goals, maintain accuracy and confidentiality, and balance service, sales, and

Qualifications

  • High school diploma or equivalent required.
  • Notary license must be obtained within 3 months of hire.
  • NMLS Mortgage Loan Originator license will be provided at time of hire if not already held.

Responsibilities

  • Deliver exceptional member experiences in retail banking.
  • Build relationships through acquisition, retention, and cross-selling.
  • Refer opportunities for lending and wealth management services.
  • Oversee daily branch operations with supervisory support.
  • Balance service, sales, and regulatory compliance.

Skills

Interpersonal skills
Clear communication
Customer service
Supervisory collaboration
Numerical skills

Education

High school diploma or equivalent

Tools

NMLS Mortgage License (if applicable)

Job description

Suffolk Credit Union is seeking a Financial Services Representative III (Personal Banker) to deliver outstanding member experiences and strengthen relationships with current and prospective members. You will drive acquisition, retention, and cross-selling within retail banking while coordinating with the Assistant Branch Manager to oversee branch operations.

You will collaborate with cross-functional teams to meet goals, maintain accuracy and confidentiality, and balance service, sales, and

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