Personal Banker
Suffolk Credit Union
At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview Our Personal Banker I's (Tellers) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In addition to handling teller duties such as processing transactions accurately and efficiently, they are expected to establish and enhance relationships through acquisition, retention, and cross-sell strategies within retail banking. Personal Bankers will also identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of accuracy and reliability. Key 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. Essential Qualifications Qualified candidates will have a high school diploma or equivalency certification. One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. Bilingual preferred. Strong interpersonal skills with the ability to empathize and build rapport. Clear and articulate communication, both orally and in writing. Proficient in customer service and handling confidential information with discretion. Ability to work effectively with direct supervision and support branch goals. Intermediate mathematical skills with 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 Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information. Occasionally required to lift over 45 lbs., such as supply boxes. Occasionally works unusual hours, including Credit Union Days and call nights. Must be available to work a flexible schedule, including Saturdays. Occasionally required to travel up to 50 miles for business needs. Apply today and embark on a rewarding career and start empowering your possible! 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. Compensation for employees is generally offered within the range of the minimum to midpoint of the posted salary scale, based on qualifications, internal pay equity, and the budget for the position. This compensation range adheres to state-specific regulations. The determination of your actual pay rate may take into consideration factors such as your skills, years of experience, and other pertinent qualifications. #J-18808-Ljbffr
- ...Suffolk Credit Union is hiring a Personal Banker I (Teller) to deliver exceptional member service and manage teller transactions with accuracy. The role emphasizes cross-selling opportunities, lending referrals, and wealth-management guidance within a supportive team environment...Suggested
$26.5 - $29 per hour
...: The Senior Financial Services Representative role is focused on engaging members and expanding their membership with Teachers in person and virtually. The key functions of the role are centered on managing a book of business and supporting members with specialized needs...SuggestedFull timePart timeWork experience placementLocal areaImmediate start- ...initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...Suggested
$17.74 - $29.57 per hour
...Expected Work Hours 40 Job Description 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...SuggestedFull timePart timeWork at office- ...initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...Suggested
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$20.67 - $31.25 per hour
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- ...engagement activities and opportunities for community involvement. Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective...Local areaFlexible hoursNight shift
$25 - $38.46 per hour
...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus... ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially.* Listen for clues for financial...Hourly payWork experience placementDay shift$19.5 - $23 per hour
...The Banking Center Relationship Banker 1 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster’s Strategic Guidelines. The role will process all customer related financial transactions...Flexible hoursWeekend work- Job Title Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment...
$19.5 - $23 per hour
...Webster Banking Center Relationship Banker 1 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues...Flexible hoursWeekend work- ...Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
$18.5 - $23.42 per hour
...23.42 Bend, Twist, Crouch, Squat The role of the Relationship Banker is to deliver high quality customer service and responsiveness while... ...that meet the customer's needs. This interaction may be in person or over the telephone. Education and Experience High School Diploma...Full timeTemporary workPart timeBank staffWork visaFlexible hours$19.5 - $23 per hour
Overview Founded in 1935, Webster is a leading commercial bank dedicated to putting people first and helping individuals, families, businesses, and colleagues achieve their financial goals. Our values of Integrity, Collaboration, Accountability, Agility, Respect, and Excellence...Flexible hoursWeekend work- ...work-life balance, along with employee engagement activities and opportunities for community involvement. Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective...Local areaFlexible hoursNight shift
- ...Aid Advisor will provide direct financial aid counseling and customer service via telephone, e‑mail/electronic notification and in person to students and their families regarding financial aid application, eligibility, awards, processes, guidelines and standards. The Advisor...Full timeWork at officeVisa sponsorshipWork visa
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$142.1k - $236.8k
Overview Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy...Temporary workWork experience placementLocal area- Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours
$70k - $100k
...customers with portfolio management, asset allocation, and risk management strategies Conduct financial reviews and recommend personalized product solutions Maintain compliance with financial and insurance regulations Perform customer needs analysis and engage in sales...Full timeFor contractorsFlexible hours- M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies...
$18.83 - $29.28 per hour
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$100k
...Sponsorship for required licenses and continuous training Responsibilities Work with clients to assess financial needs and develop personalized strategies Leverage company-provided marketing tools and industry resources Provide guidance on insurance, investments, and...Flexible hours- ...training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance. No prior financial services experience is required—we're looking for motivated individuals with a desire to...Permanent employment
- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
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