Personal Banker II (Financial Services Representative)

About the role

Personal Banker II (Financial Services Representative) at Suffolk Credit Union delivers exceptional service to current and prospective members, focusing on relationship building through acquisition, retention, and cross‑selling within retail banking. The role identifies referral opportunities to consumer lending, commercial lending, mortgage lending, and wealth management, and collaborates with cross‑functional teams to meet departmental and Credit Union goals while maintaining high accuracy, reliability, and member satisfaction.

Benefits

• Comprehensive health plans
• Lifestyle spending accounts
• 401(k) matching
• Support for work‑life balance
• Employee engagement activities
• Opportunities for community involvement

Responsibilities

• Deliver exceptional service to all current and prospective members.
• Educate members on Credit Union products, services, and benefits while identifying cross‑sell opportunities.
• Resolve member requests, complaints, and issues promptly and effectively.
• Build and deepen relationships with members, generating referral opportunities.
• Accurately and efficiently process transactions while maintaining member confidentiality.
• Perform member research and outreach for sales and service purposes, ensuring follow‑up for a positive experience.
• Complete new member onboarding and assist with account maintenance and fraud claims.
• Handle daily Personal Banker tasks, including wire transfers, account changes, and check processing.
• Support inbound call centers, digital banking services, and travel to branches as needed.
• Meet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations.

Qualifications

• High school diploma or equivalency certification.
• Two (2) years of customer service experience, preferably in a banking environment.
• Supervisory and cash handling experience preferred.
• Notary license required or to be obtained within three (3) months of hire.
• NMLS‑ID (Mortgage Loan Originator) required; will be provided at hire if not already acquired.
• Bilingual ability preferred.
• Clear and articulate oral and written communication skills.
• Proficiency in handling confidential information with discretion.
• Ability to work effectively with direct supervision and support branch goals.
• Intermediate mathematical skills and knowledge of loan processing procedures.
• Familiarity with credit union products, services, policies, and regulations.
• Understanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.

Working Conditions

• Effective communication required through speaking, hearing, and visual acuity for reporting and presenting information.
• Occasional lifting of over 45 lb (e.g., supply boxes).
• Occasional unusual hours, including Credit Union Days and call nights.
• Flexible schedule required, including Saturdays.
• Occasional travel up to 50 miles for business needs.