Universal Banker I

Suffolk Credit Union; Massapequa (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health plans

401(k) matching

Work-life balance support

Employee engagement activities

Job summary

Suffolk Credit Union is seeking a Universal Banker to join our team in Massapequa, NY. In this role, you'll deliver exceptional member service while guiding members through banking needs and personalized financial solutions. With a focus on relationship building and financial wellness, you'll drive member satisfaction and business growth.

The ideal candidate has a high school diploma, experience in banking, and strong communication skills. We offer a competitive salary, annual bonus opportunity, and comprehensive benefits.

Qualifications

• 1–2 years of experience in banking, financial services, or customer-facing sales.
• Strong multitasking and communication skills in a fast-paced environment.
• Proficiency with Microsoft Office and ability to quickly learn banking and digital platforms.

Responsibilities

• Process daily banking transactions accurately and efficiently.
• Open and service deposit accounts including checking and savings.
• Originate consumer loans such as personal and auto loans.

Skills

Multitasking

Communication skills

Customer service

Financial transactions

Education

High school diploma or equivalent

Associate's or Bachelor's degree

Tools

Microsoft Office

Digital banking tools

Job description

At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. We offer a competitive base salary plus an annual bonus opportunity of up to 15%, based on company performance and achievement of sales goals. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.

Role Overview

At Suffolk Credit Union, banking is about relationships that help people move forward. As a Universal Banker, you'll be the face of Suffolk, delivering exceptional service while guiding members through everyday banking needs, new accounts, loans, and digital banking solutions. This blended role combines transactional accuracy with personalized financial conversations, helping deepen member relationships and create meaningful experiences.

For decades, Suffolk Credit Union has proudly served Long Island by staying deeply connected to the communities we support. If you're passionate about helping people achieve their financial goals, thrive in a collaborative environment, and want to build a rewarding career in financial services, we'd love to meet you.

Key Responsibilities

• Deliver exceptional member service by processing daily banking transactions accurately and efficiently.
• Open and service deposit accounts, including checking, savings, money market, CDs, and IRAs.
• Originate consumer loans, including personal, auto, home equity, and credit card applications.
• Build strong member relationships through personalized financial conversations and proactive outreach.
• Identify member needs and recommend products and services aligned with their financial goals.
• Resolve member inquiries, account issues, and service requests with professionalism and care.
• Educate and support members in using digital banking and self-service tools.
• Assist with account maintenance, disputes, wire transfers, and other transactional services.
• Collaborate with branch partners to deliver seamless, holistic financial solutions.
• Participate in branch sales initiatives, community outreach, and credit union events.
• Support contact center operations during peak call periods to ensure consistent member service.
• Stay current on products, technology, and industry trends to better support members and colleagues.

Essential Qualifications

• High school diploma or equivalent required.
• 1–2 years of experience in banking, financial services, teller operations, or customer-facing sales.
• Strong multitasking and communication skills in a fast-paced environment.
• Proficiency with Microsoft Office and ability to quickly learn banking and digital platforms.
• Flexible schedule availability, including Saturdays and extended weekday hours.

Preferred Qualifications

• Associate's or Bachelor's degree preferred.
• Experience with a credit union, community bank, or regional financial institution.
• NMLS registration or willingness to obtain registration.
• Proven success meeting referral or sales goals.
• Familiarity with digital banking tools, mobile apps, and fintech platforms.

Physical Requirements

• Ability to sit and stand for extended periods.
• Frequent computer and telephone use.
• Occasional handling of cash and coin.
• Ability to occasionally lift up to 25 pounds.
• Reasonable accommodations available in accordance with applicable law.