Personal Banker II - Western 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. This includes actively learning, demonstrating and fostering Citadel’s corporate culture in all actions and words, as well as treating everyone with respect and consideration, regardless of status or position.
• Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required background checks and obtaining a unique identifier from the NMLS.
• Maintain confidentiality of members financial information in a secure and secure manner.
• Perform other duties as assigned.

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.