Jobs
>
Medford

    Personal Banker II - Medford, United States - Suffolk Credit Union

    Suffolk Credit Union
    Suffolk Credit Union Medford, United States

    2 weeks ago

    Default job background
    Description

    Join our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work

    As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees

    Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business. Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability.

    This is a "FLOATING" position within our western region traveling between our branches in Medford, Islandia, Miller Place, Commack and West Babylon. Floating staff must be available flexible days including Saturdays.

    Responsibilities:

    • Deliver stellar member service levels to all current and prospective members
    • Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities
    • Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels all while delivering meaningful solutions
    • Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities
    • Consistently process all transactions accurately and efficiently, while maintaining member confidentiality
    • Proactively perform member research and outreach for sales and service purposes
    • Responsible for following up with all current and prospective members to ensure a positive experience
    • Complete new member onboarding activities where applicable
    • Use Credit Union resources and innovative technologies to optimize the member experience
    • Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, , specialty titled accounts, such as Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request,
    • Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis
    • Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification
    • Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.
    • Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations
    • Assist Contact Center with inbound calls during period of high volume
    • Provide digital branch support as well as member support regarding online banking service and maintenance.
    • Responsible for traveling to all branch locations where the business need is required
    • Attends and participates in Call Nights, Credit Union Days, and Community Events
    • Assist Credit Union with Business Development efforts
    • Provide Notary services to members
    • Achieves a minimum of "Satisfactory" rating on internal audits and examinations
    • Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations
    • Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members
    Essential Qualifications:

    Qualified candidates will have a high diploma or equivalency certification. Two (2) years of customer service, preferably in a banking environment. Supervisory experience and cash handling preferred. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Bilingual preferred.
    • Essential Qualifications:
      • Exhibits strong interpersonal skills with the ability to be empathetic and build rapport.
      • Ability to express oneself clearly and articulately both orally and in writing.
      • Demonstrated skill in customer service and communication.
      • Ability to exercise tact and responsibility with handling confidential information.
      • Ability to work with direct supervision of daily activities.
      • Demonstrates ability to achieve individual goals as well as support the team achieve branch goals.
      • Intermediate mathematical skills required.
      • Knowledge of loan processing procedures
      • Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations
      • Knowledge of credit union products, services, policies, regulations, and procedures
    Apply today and discover a rewarding career We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference.

    Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

    The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience, and other qualifications.

  • Suffolk Credit Union

    Personal Banker Iii

    6 days ago


    Suffolk Credit Union Sayville, United States

    Join our **Member Services team** as a **Personal Banker lll** and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best ba ...

  • Suffolk Credit Union

    Personal Banker II

    3 weeks ago


    Suffolk Credit Union Medford, United States

    Join our Member Services team as a Floating Personal Banker ll - Eastern Region and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have acc ...

  • Suffolk Credit Union

    Personal Banker II

    3 weeks ago


    Suffolk Credit Union Medford, United States

    Job Description · Job DescriptionJoin our Member Services team as a Floating Personal Banker ll - Eastern Region and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal ...

  • Suffolk Credit Union

    Personal Banker II

    1 week ago


    Suffolk Credit Union Medford, United States

    Job Description · Job DescriptionJoin our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members ha ...


  • Suffolk Credit Union Medford, United States Part time

    Join our Member Services team as a Part Time Personal Banker l - Teller and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to t ...

  • Valley Bank

    Personal Banker

    1 week ago


    Valley Bank Hauppauge, United States

    Job Overview · As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards ...


  • Suffolk Credit Union Medford, United States Part time

    Job Description · Job DescriptionJoin our Member Services team as a Part Time Personal Banker l - Teller and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service ...

  • Wells Fargo

    Personal Banker

    2 weeks ago


    Wells Fargo Syosset, United States

    Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies. Be flexible and adaptable to changing priorities and new surroundings while meeting cust Personal Banker, Banker, Cust ...

  • WesBanco Bank Inc.

    Personal Banker

    3 weeks ago


    WesBanco Bank Inc. Bridgeport, United States

    Job Title - Department · Personal Banker - Bridgeport Hill · Location · This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Bridgeport, WV. · Market · North Central WV/Parkersburg ...

  • WesBanco Bank, Inc.

    Personal Banker

    3 weeks ago


    WesBanco Bank, Inc. Bridgeport, United States

    Location · This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Bridgeport, WV. · Requirements · High school diploma required. · Banking, cash handling, sales, and customer service ...

  • Suffolk Credit Union

    Personal Banker III

    3 days ago


    Suffolk Credit Union Sayville, United States

    Join our Member Services team as a Personal Banker lll and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking s ...

  • Suffolk Credit Union

    Personal Banker III

    4 days ago


    Suffolk Credit Union Sayville, United States

    Job Description · Job DescriptionJoin our Member Services team as a Personal Banker lll and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members h ...

  • Valley National Bancorp

    Personal Banker

    3 weeks ago


    Valley National Bancorp Farmingdale, United States

    Job Overview · As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards ...

  • Suffolk Credit Union

    Personal Banker II

    3 weeks ago


    Suffolk Credit Union West Babylon, United States

    Join our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking so ...

  • Fifth Third

    Personal Banker l

    2 days ago


    Fifth Third Milford, United States

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Selected candidates are intended to become a Retail Personal Banker I after completi ...

  • Suffolk Credit Union

    Personal Banker II

    1 week ago


    Suffolk Credit Union Riverhead, United States

    Job Description · Job DescriptionJoin our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work · As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members ha ...


  • Suffolk Regional Off-Track Betting Corp. Islandia, United States

    Job Description · Job DescriptionPayrate is $120,000 - $150,000 annually · Job Description: · Manage all Cage operations, Count Room, Drop Team, and Main Bankers. Ensure compliance with all regulations and procedures are followed during shifts and that excellent guest service is ...

  • TD Bank

    Retail Banker I

    2 weeks ago


    TD Bank Rocky Point, United States

    Work Location: · Rocky Point, New York · Hours: · 30 · Pay Details: · $ $31.50 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in ma ...

  • The Federal Savings Bank

    Mortgage Banker

    1 week ago


    The Federal Savings Bank Melville, United States

    Now Hiring Experienced Mortgage Bankers in · Melville, NY The Federal Savings Bank is a veteran-owned, federally chartered private bank with loan production offices nationwide. · At The Federal Savings Bank, we have built strong relationships with a local realtors and builders a ...


  • M&T Bank Brentwood, United States

    Overview: · Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions. · ...