- 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:
- 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
-
Personal Banker
1 week ago
Valley National Bancorp Farmingdale, United StatesJob 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 ...
-
Roving Personal Banker
1 week ago
Wells Fargo White Plains, United States**Why Wells Fargo**: · **About this role**: · **In this role you will**: · - 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 ...
-
Personal Banker
4 days ago
Wells Fargo Syosset, United StatesProvide 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 ...
-
Personal Banker
1 week ago
Valley National Bancorp Rego Park, United StatesJob Overview · As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within various branches on a rotating basis, developing new business by educating existing and potential clients and exemplifying Valley's quality ...
-
Personal Banker II
1 week ago
Suffolk Credit Union Medford, United StatesJoin 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 ...
-
Personal Banker II
3 days ago
Suffolk Credit Union Medford, United StatesJoin 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 ...
-
Personal Banker II
6 days ago
Suffolk Credit Union Medford, United StatesJob 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 ...
-
Personal Banker II
6 days ago
Suffolk Credit Union Medford, United StatesJob 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 ...
-
Roving Personal Banker
4 days ago
Wells Fargo BRONX, United States Paid WorkWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Jovia Financial Credit Union Lynbrook, United StatesDirect dealing with member and potential members Support and promote a successful service/sales culture by identifying the needs of the membership and cross-selling the appropriate products. Efficiently and accurately process transactions (loan payme Personal Banker, Member Servi ...
-
Assistant Manager
2 days ago
Robeks | It Is Good II, LLC Stamford, United States**Qualifications** · At least six months of restaurant management experience, or one year of retail management experience · Experience running a restaurant shift without supervision · General restaurant or retail knowledge · Knowledge of federal, state, and local labor and employ ...
-
Banking Associate- Fairfield
6 days ago
TD Bank Fairfield, United States**Work Location**: · Fairfield, New Jersey · **Hours**: · 20 · **Pay Details**: · $ $30.00 USD · **Line of Business**: · Personal & Commercial Banking · The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This ...
-
Business Specialist
1 week ago
Flushing Bank Queens, United States**Job Title**: Business Specialist · **Job Classification**: Sales · **Department**: Retail Banking · **Status**: Salaried/Non-exempt · **Reports To**: Branch Manager · **Hiring Range**: $62,000 - $85,000 · **Serving Others is Our Passion**: As a growing member of the community f ...
-
Training as a bank clerk
1 week ago
Spectrum Dynamics Old Westbury, United StatesTARGOBANK as a training companyBANK.REAL.DIFFERENT. That is our claim as an employer. With 7,000 employees and 550 trainees at over 330 locations, we are one of the major banks in Germany. However, we at TARGOBANK do not think like typical bankers. It is important to us to be per ...
-
Business Consultant as Partner
2 weeks ago
ZephyrTech East Williston, NY, United States Freelance**About Us** · EKSTRATEGY is a small and prestigious consulting firm in Berlin with over 30 years of experience, specializing in finance, M&A, and expansion management. We are well-known in the growing international business community in Berlin and have strong strategic partnersh ...
-
Retail Loan Officer
1 week ago
InterContinental Capital Group Inc Melville, United States>> Retail Loan Officer Retail Loan Officer Summary Title:Retail Loan OfficerID:1480 - NYLocation:Melville, NYDepartment:Sales Description **About Intercontinental Capital Group:** · Intercontinental Capital Group (ICG) is a rapidly-growing Mortgage Banker currently licensed in 4 ...
-
Tax Senior Manager, Trust
6 days ago
EisnerAmper Melville, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You ...
-
Tax Senior Manager Real Estate
1 week ago
EisnerAmper Melville, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
2025 Tax Staff I
2 weeks ago
EisnerAmper Melville, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
-
2025 Tax Staff I
1 week ago
EisnerAmper Melville, United StatesJob Description · At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. Yo ...
Personal Banker II - West Babylon, United States - Suffolk Credit Union
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.
Responsibilities:
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.
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.