II - FLOATER

Suffolk Federal Credit Union 401(k) United States, York, Medford 3681 Horseblock Road (Show on map) Aug 22, 2026 At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community involvement.

Role Overview:

Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-selling within retail banking. Representatives also identify opportunities for referrals to areas such as consumer lending, commercial lending, mortgage lending, and wealth management. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.

Key Responsibilities:

Deliver exceptional service to all current and prospective members.\nEducate members on Credit Union products, services, and benefits while identifying cross-sell opportunities.\nResolve member requests, complaints, and issues in a timely and effective manner.\nBuild and deepen relationships with members, generating referral opportunities.\nAccurately and efficiently process transactions while maintaining member confidentiality.\nPerform member research and outreach for sales and service purposes, ensuring follow-up for a positive experience.\nComplete new member onboarding and assist with account maintenance and fraud claims.\nHandle daily Personal Banker tasks, including wire transfers, account changes, and check processing.\nSupport inbound call centers, digital banking services, and travel to branches as needed.\nMeet or exceed monthly loan goals ethically and in compliance with Credit Union policies and regulations.

Essential Qualifications:

Qualified candidates will have a high school diploma or equivalency certification. Two (2) years of customer service, preferably in a banking environment. Supervisory and cash handling experience preferred. 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. Bilingual preferred. Clear and articulate communication, both orally and in writing.\nProficient in customer service and handling confidential information with discretion.\nAbility to work effectively with direct supervision and support branch goals.\nIntermediate mathematical skills with knowledge of loan processing procedures.\nFamiliarity with credit union products, services, policies, and regulations.\nUnderstanding of relevant laws and regulations, including Truth in Lending, HMDA, ECOA, and others.

Working Conditions:

Must be able to communicate effectively through speaking and hearing, with visual acuity for reporting and presenting information.\nOccasionally required to lift over 45 lbs., such as supply boxes.\nOccasionally works unusual hours, including Credit Union Days and call nights.\nMust be available to work a flexible schedule, including Saturdays.\nOccasionally required to travel up to 50 miles for business needs. Apply today and embark on a rewarding career and start empowering your possible! Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws. The compensation range provided is in compliance with state specific laws. 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