Personal Banker

Sperry Federal Credit Union - Garden City Park, NY2.7

Full-time

Sperry Federal Credit Union is a community-based financial institution serving Long Islanders for 81 years.

Position Location: This position is based in our Garden City Park, New York Headquarters.

Reports To: Branch Manager

Essential Duties and Responsibilities

Responsibilities:

  • Assist Members with intake application process of all Credit Union loans.
  • Process wire transfers and stop payments, complete transfers of funds, and handle opening and closing of accounts, etc.
  • Provide comprehensive advice during each Member interaction to create a positive Member Service experience, addressing Members’ financial needs.
  • Ensure Members’ needs are handled timely and accurately, escalating issues as necessary.
  • Engage Members in conversation regarding their current and future financial needs.
  • Educate Members about Sperry Federal Credit Union products and services.
  • Cross sell Sperry solutions to provide multi-services for Members and suggest referrals.
  • Sell Members on value and benefits of suggested alternatives and close sales.
  • Responsible for researching Member inquiries and complaints to provide adequate and timely solutions.
  • Process all forms, documents, and data processing input associated with credit and debit card services.
  • Handle special projects as required by management.

Requirements:

  • College degree preferred.
  • Customer service experience preferred.
  • Prior financial background – Credit Union a major plus.
  • NMLS Certification or ability to secure within three months required.
  • Notary Public Certification or willingness to obtain designation necessary.
  • Ability to work flexible schedule, including evenings and Saturdays.
  • Professional, courteous, and friendly demeanor required.
  • Excellent written and oral communication skills necessary.
  • Must be organized and detail oriented.
  • Great follow-up skills essential to ensure Members’ satisfaction!
  • Bilingual Spanish a plus.

Sperry Federal Credit Union is committed to creating a diverse environment and proud to be an equal opportunity employer.

Job Type: Full-time

Experience:

  • Banking: 1 year (Required)
  • Customer Service: 1 year (Preferred)

Education:

  • Bachelor's (Preferred)

Language:

  • Spanish (Preferred)