Personal Banker II
On-siteBrookhaven, Pennsylvania, United States
Job Summary
Create and manage the customer experience by determining account types and services to meet individual financial needs. Drive sales through service by developing positive relationships, proactively seeking ways to build and expand customer connections, and contributing toward the organization's success. Assist customers with routine and complex financial transactions, including opening accounts, deposits, withdrawals, loan applications, and cross-selling credit cards, investments, insurance, and IRAs. Perform quality work by accurately handling cash via hand, technology, ATMs, and teller machines while demonstrating courtesy and efficiency rooted in Accuracy, Value, Respect, and Convenience. Meet customer needs through in-person service, outbound calling campaigns, inbound call center assistance, and community events. Develop relationships with business partners and specialists to maximize sales opportunities and achieve monthly, quarterly, and semi-annual goals. Adhere to operational compliance, security policies, and applicable laws, including the SAFE Act and Bank Secrecy Act, while maintaining confidentiality of member financial information. Work Saturdays.
Required Qualifications
- 2 + years of sales and face-to-face customer service experience
- High School Diploma or equivalency
- Ability to work Saturdays
- Ability to lift up to 20 pounds
- Close visual acuity
- Ability to navigate multiple software applications
- Ability to achieve sales goals through outstanding service
- Strong attention to detail
- Ability to multi-task
- Excellent communication, judgment, decision and problem solving skills
- Ability to understand and follow direction
- Ability to maintain confidentiality, use tact and diplomacy
- Demonstrate professionalism through dress and demeanor
- Ability to develop business organically with a strong customer service background
- Self-Motivator who holds themselves accountable for achieving goal
- Strong technical skills and ability to work with multiple systems such as CEB machines
- Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity
- Successful completion of the required background checks
- Obtaining a unique identifier from the NMLS
- Complete annual BSA training
- Demonstrate a high level of courtesy and efficiency with customers
- Recognize opportunities to promote or sell Citadel's products and services
- Accurately perform customers' financial transactions
- Add value to our customers by offering guided, consultative services
- Meet customers' needs by servicing them through a variety of channels
- Develop and maintain relationships with business partners and specialists in other departments
- 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
- Maintain confidentiality of members financial information in a secure and secure manner
Desired Qualifications
- 3 + years sales and face-to-face customer service experience
- Prior financial industry experience
- Cash handling experience
- NMLS
- Notary
- PC literacy
- Ability to understand and follow direction
- Ability to maintain confidentiality, use tact and diplomacy
- Ability to develop business organically with a strong customer service background
- Self-Motivator who holds themselves accountable for achieving goal
- Strong technical skills and ability to work with multiple systems such as CEB machines
- Knowledgeable of Citadel Credit Union products such as Mortgages, Auto Loans, Home Equity
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