Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker I - Interactive Branch

Suffolk Credit Union

Job Description

Job Description

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, lifestyle spending accounts, 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 – Interactive Teller will deliver exceptional service by assisting members through ITMs, secure messages, and ticklers, addressing their financial needs and supporting their goals while contributing to the Contact Center's digital banking efforts. Ensure compliance with regulations, foster referral opportunities across various banking channels, and act as a professional and courteous advocate for members, all while supporting the overall growth and success of the Credit Union.

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) year of customer service/teller experience is required, preferably in a Financial Services.

  • Exhibits strong interpersonal skills with the ability to be empathetic and build rapport.
  • Ability to express oneself clearly and articulately both orally and in writing.
  • Demonstrated skill in customer service and communication.
  • Ability to exercise tact and responsibility with handling confidential information.
  • Ability to work with direct supervision of daily activities.
  • Demonstrates ability to achieve individual goals as well as support the team achieve branch goals.
  • Intermediate mathematical skills required.
  • Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations
  • Knowledge of credit union products, services, policies, regulations, and procedures

 

Working Conditions:

  • Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.
  • Interact on video calls through the ITM (Interactive Teller Machines).

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.

 

Job Posted by ApplicantPro

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker I - Interactive Branch in Islandia, NY vacancy
  • $44.86k - $57.4k

     ...banking customers with an emphasis on personalized quality service. Contribute to the growth...  ..., and customer retention of the Branch by meeting sales and service goals and...  ...customer inquiries concerning Bank services, interacting with all internal departments to ensure... 
    Suggested
    Work at office
    Local area
    Flexible hours
    Night shift

    OceanFirst Bank

    Islandia, NY
    1 day ago
  • Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York....  ...Responsibilities also include supervisory duties and support for the branch's operational efficiency. #J-18808-Ljbffr Suffolkcu
    Suggested

    Suffolkcu

    Smithtown, NY
    3 days ago
  •  ...and opportunities for community involvement.Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for...  ...call centers, digital banking services, and travel to branches as needed.Meet or exceed monthly loan goals ethically and in... 
    Suggested
    Local area
    Flexible hours
    Night shift

    Suffolk Credit Union

    Islandia, NY
    a month ago
  •  ...billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US....  ...our associates as well. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service... 
    Suggested
    Work at office

    Valley Bank

    Central Islip, NY
    9 hours ago
  • $28.85 per hour

     ...Member Value Personal Banker It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee...  ...Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Night shift

    FourLeaf Federal Credit Union

    East Northport, NY
    2 days ago
  • $25.07 - $41.79 per hour

     ...Branch Customer Experience Specialist Identifies customers' needs through the bank's retail sales process to provide proactive...  ...customer experience through lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities... 
    Hourly pay

    M&T Bank

    Port Jefferson, NY
    2 days ago
  •  ...consult with clients to tailor financial products and work with a team of experts to meet complex needs. The role requires regulatory knowledge, licensing within 180 days, and flexibility to work branch hours, including weekends/evenings. #J-18808-Ljbffr JPMorganChase
    Afternoon shift

    JPMorganChase

    Central Islip, NY
    2 days ago
  •  ...involvement.Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to...  ...component. You will work closely with the Assistant Branch Manager to oversee daily branch operations, ensuring smooth workflows... 
    Local area
    Flexible hours
    Night shift

    Suffolk Credit Union

    Smithtown, NY
    27 days ago
  •  ...Citi in Bay Shore, New York is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on fostering customer relations, growing deposits and cross-selling treasury and small... 

    Citi

    Bay Shore, NY
    9 hours ago
  • $72k - $96k

     ...motivated individual who demonstrates strong sales and service orientation, as well as the ability to collaborate effectively with both branch personnel and bank clients. Essential Duties & Responsibilities Achieve or surpass established sales targets. Lead... 

    Apple Bank

    Smithtown, NY
    4 days ago
  •  ...supporting clients with thoughtful financial strategies and stellar personal service. We currently manage over $400M in assets and work...  ...for clients and creating a positive experience in every interaction. ~ Strong attention to detail and a commitment to accuracy,... 
    Full time
    Work at office
    Remote work

    TalentLink Solutions

    Hauppauge, NY
    9 hours ago
  •  ...Banking Center Relationship Banker 2, Kings Park N.Y. Santander is a global leader and innovator in the financial services industry...  ...regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements. Assist with supervision... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Flexible hours
    Shift work
    Weekend work

    Santander Bank, N.a.

    Kings Park, NY
    22 hours ago
  • JPMorgan Chase & Co. in New York is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and to build lasting...  ...latest banking solutions. You will engage with clients in person and over the phone, tailor product recommendations, and help... 

    JPMorgan Chase & Co.

    East Northport, NY
    5 days ago
  •  ...and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...  ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships,... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Ronkonkoma, NY
    8 days ago
  • Bank of America in Hauppauge, NY is seeking a customer-focused Financial Center Associate to help clients conduct transactions and educate on self-service options. You will build relationships, handle cash, and connect clients to the bank's broad range of solutions. The...
    Weekend work

    Bank of America

    Hauppauge, NY
    5 days ago
  •  ..., NY. The role focuses on building member relationships and guiding customers to use online and mobile banking tools, ATMs, and in-branch services. Candidates should have a high school diploma or GED, plus at least one year of branch experience and strong customer service... 

    Teachers Federal Credit Union

    Hauppauge, NY
    23 hours ago
  •  ...follow‑up, prospect building, administrative compliance, and personal growth and development according to both day‑to‑day and longer...  ...preferences, while servicing client accounts. Document all client interactions and opportunities within Salesforce accurately. Required... 
    Interim role
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Smithtown, NY
    23 hours ago
  • $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...
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Hauppauge, NY
    1 day ago
  •  ...Job Description Job Description Part-Time Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here... 
    Full time
    Part time
    For contractors
    Flexible hours
    1 day per week

    Jovia Financial Credit Union

    Commack, NY
    27 days ago
  • $25 per hour

     ...Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to...  ...sound advice? If you’re a “people person” who enjoys building positive relationships...  ...through in-person and phone interactions Demonstrated skills in using digital... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens Bank

    Huntington Station, NY
    4 days ago
  •  ...your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time* Ensures compliance when completing...  ...performance* Establishes relationships with partner bankers to make effective referrals to them* Contributes to a positive... 
    Work at office

    TD Bank

    Bohemia, NY
    3 days ago
  •  ...training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend.... 
    Internship
    Monday to Friday

    Year Up United

    Brentwood, NY
    3 days ago
  • Institutional Student Financial Assistance Specialist This Institutional Student Financial Assistance Specialist (ISFAS) incorporates the full range of institutional student financial assistance responsibilities; including assisting graduate level students in the application...
    Work at office
    Local area
    Monday to Friday
    Weekend work
    Afternoon shift

    University Support Services, LLC

    Great River, NY
    4 days ago
  • $24 - $27 per hour

     ...more efficient ways of banking online, the mobile app, and ATMs in person and virtually. The Financial Services Representative will learn...  ...in lieu of experience will be considered Minimum one year branch experience required Minimum two years of general work experience... 
    Full time
    Part time
    Work experience placement
    Immediate start

    Teachers-Federal-Credit-Union

    Brentwood, NY
    4 days ago
  • JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling...
    Local area

    Sysco

    Great River, NY
    9 hours ago
  • $72k - $141k

     ...forms, involving multiple coverages and coverage parts. Ensures exceptional customer service by managing all aspects of the claim, interacting and communicating professionally and effectively, achieving quality and cycle time standards, providing timely updates and... 
    Full time
    Work experience placement
    Work at office
    Local area
    Shift work

    CNA Financial

    Melville, NY
    2 days ago
  • $90k

    Job Description Job Description Join Eastern Advisory Group as an Entry-Level Financial Representative and step into a role where your career can truly flourish. You'll be part of a team backed by over 175 years of stability, working with a Fortune 500 company recognized...
    Permanent employment

    Eastern Advisory Group

    Hauppauge, NY
    29 days ago
  • $99k

     ...good. Be good. Make good." drives us daily, and we'll empower you to make a genuine difference in your clients' lives by offering personalized financial advice and strategic planning. We believe in nurturing your career growth in a supportive, collaborative setting.... 
    Permanent employment

    Eastern Advisory Group

    Hauppauge, NY
    a month ago
  •  ...a front-line banking professional to grow client relationships and deliver tailored financial solutions. You will meet clients in person and over the phone, educate them on Chase's digital tools, and connect them to specialists for complex needs. The role requires sales... 

    JPMorganChase

    Fort Salonga, NY
    4 days ago
  • $24 - $30 per hour

     ...service, operation goals for the Banking Center, based on Webster's Strategic Guidelines. This individual assumes responsibility for the branch in the Banking Center Manager's absence. They will work with existing clients and prospects to deepen the share of wallet and... 
    Flexible hours
    Weekend work

    Webster Bank

    Port Jefferson Station, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker I - Interactive Branch. Be the first to apply!