Suffolk Credit Union
Suffolk Credit Union
Posted 3 months ago
Full Time
Town of Oyster Bay, New York
In Person
Smart Summary
Responsibilities
The Universal Banker handles daily banking transactions and manages deposit accounts while originating consumer loans. They are responsible for building member relationships and recommending financial products to help members achieve their goals.
Qualifications
You have a high school diploma or equivalent and 1-2 years of experience in banking, financial services, or customer-facing sales. You are proficient with Microsoft Office and can quickly learn new banking and digital platforms. You also possess strong multitasking and communication skills to thrive in a fast-paced environment.
Must Have Skills for ATS
Microsoft Office
NMLS registration
Job Description
At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. We offer a competitive base salary plus an annual bonus opportunity of up to 15%, based on company performance and achievement of sales goals. 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: At Suffolk Credit Union, banking is about relationships that help people move forward. As a Universal Banker, you'll be the face of Suffolk, delivering exceptional service while guiding members through everyday banking needs, new accounts, loans, and digital banking solutions. This blended role combines transactional accuracy with personalized financial conversations, helping deepen member relationships and create meaningful experiences.
For decades, Suffolk Credit Union has proudly served Long Island by staying deeply connected to the communities we support. If you're passionate about helping people achieve their financial goals, thrive in a collaborative environment, and want to build a rewarding career in financial services, we'd love to meet you.
Key Responsibilities:
Deliver exceptional member service by processing daily banking transactions accurately and efficiently.
Open and service deposit accounts, including checking, savings, money market, CDs, and IRAs.
Originate consumer loans, including personal, auto, home equity, and credit card applications.
Build strong member relationships through personalized financial conversations and proactive outreach.
Identify member needs and recommend products and services aligned with their financial goals.
Resolve member inquiries, account issues, and service requests with professionalism and care.
Educate and support members in using digital banking and self-service tools.
Assist with account maintenance, disputes, wire transfers, and other transactional services.
Collaborate with branch partners to deliver seamless, holistic financial solutions.
Participate in branch sales initiatives, community outreach, and credit union events.
Support contact center operations during peak call periods to ensure consistent member service.
Stay current on products, technology, and industry trends to better support members and colleagues.
Essential Qualifications:
Suffolk Credit Union
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