Personal Banker I - Teller at Suffolk Credit Union in Miller Place

Job description

• 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.

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.

Requirements

• 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.

Skills

Preferred

• Cash handling preferred.
• Bilingual preferred.

Benefits

• 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.