Personal Banker I - Teller
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.
- 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.
- 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.
Vacancy posted 4 days ago
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