Personal Banker II - Northern Division

Duties And Responsibilities

• Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel’s Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Recognize opportunities to promote or sell Citadel’s products and services as a means for serving customers’ financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
• Accurately perform customers’ financial transactions by producing quality work. Role will include cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs’, and/or Inline Teller Machines.
• Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual’s financial goals.
• Meet customers’ needs by servicing them through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
• Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
• Ensure operational and financial safety and soundness through knowledge and sound decision making.
• Adhere to Citadel’s operational compliance and security policies, as well as applicable state and federal laws.
• Demonstrate strong understanding of industry trends, scams, risks/threats and how they impact the customer and our organization.
• Interact with others (co-workers, management, customers and vendors) in a professional, tactful, and respectful manner.

Experience Qualifications and Education Requirements

• 2 + years of sales and face-to-face customer service experience.
• Prior financial industry experience is preferred.
• Cash handling experience is preferred.
• NMLS is preferred.
• Notary is preferred.
• PC literacy is required.
• Ability to navigate multiple software applications is required.
• Ability to achieve sales goals through outstanding service is required.
• Strong attention to detail is required.
• A track record of working effectively in a team environment and building solid relationships is required.
• Ability to multi-task is required.
• Excellent communication, judgment, decision and problem solving skills are required.
• Ability to understand and follow direction is required.
• Ability to maintain confidentiality, use tact and diplomacy is required.
• Demonstrate professionalism through dress and demeanor is required.
• Ability to develop business organically with a strong customer service background is required.
• Self-Motivator who holds themselves accountable for achieving goal is required.
• Strong technical skills and ability to work with multiple systems such as CEB machines is required.
• Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity Education is required.
• High School Diploma or equivalency is required.