Jobs · Finance · New York

Personal Banker I - Interactive Teller

Suffolk Credit Union · Islandia, NY · 2 wk ago
FinanceFull-time

About the role

At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Our Personal Banker I – Interactive Teller will deliver exceptional service by assisting members through ITMs, secure messages, and ticklers, addressing their financial needs and supporting their goals while contributing to the Contact Center's digital banking efforts. Ensure compliance with regulations, foster referral opportunities across various banking channels, and act as a professional and courteous advocate for members, all while supporting the overall growth and success of the Credit Union. Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information. Interact on video calls through the ITM (Interactive Teller Machines).

Responsibilities

  • Provide exceptional service to all current and prospective members, addressing inquiries and resolving issues promptly.
  • Exhibit knowledge of Credit Union products and services, identifying opportunities for cross-selling and member acquisition.
  • Process transactions accurately and efficiently, including deposits, withdrawals, and check verifications, while maintaining confidentiality.
  • Perform routine teller tasks such as managing cash drawers, reconciling balances, and handling cash and coin requests.
  • Handle account maintenance, including updates to personal information, signers, beneficiaries, and stop payment requests.
  • Assist with Debit/ATM card servicing, wire transfers, and checkbook orders.
  • Support member onboarding activities, ensuring a smooth and positive experience.
  • Provide digital and online banking support to members, ensuring seamless access to services.
  • Assist the Contact Center with inbound calls during high volume periods.
  • Participate in community events, Call Nights, and business development efforts to support Credit Union growth.

Qualifications

Qualified candidates will have a high school diploma or equivalency certification. One (1) year of customer service/teller experience is required, preferably in a Financial Services.

Skills

  • 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 credit union loan policies and

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