Personal Banker II (Financial Services Representative)
$45,760,000–$49,920,000 year
On-siteMedford, New York, United States
Job Summary
Deliver exceptional service to current and prospective members by educating them on products, resolving complaints, and processing transactions like wire transfers and check handling. Build relationships to generate referrals for consumer lending, mortgage, and wealth management while completing new member onboarding and fraud claims. Meet monthly loan goals ethically and in compliance with regulations, supporting inbound call centers and digital banking services. Occasionally travel up to 50 miles for business needs and work flexible schedules including Saturdays and call nights. Requires a high school diploma, two years of customer service experience, and a Notary License or ability to obtain one within three months.
Required Qualifications
- High school diploma or equivalency certification
- Two (2) years of customer service, preferably in a banking environment
- Supervisory and cash handling experience
- Notary License required or to be obtained within three (3) months of hire
- NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired
- 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
Desired Qualifications
- Supervisory and cash handling experience
- Bilingual
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