Personal Banker II - Northern Division

This position can be based out of any of our branches in the Northern Division, including East Norriton, West Norriton, Pottstown, Warminster, Limerick, Lansdale, Harleysville, and Montgomeryville.

The incumbent will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. This customer-facing role involves assisting customers with a variety of routine and complex financial transactions, including opening accounts, deposits, withdrawals, and loan applications, as well as cross-selling other credit union services like credit cards, investments, insurance, and IRA’s.

• Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding expectations and applying Citadel’s Class Service Principles of Accuracy, Convenience, Respect, and Value.
• Recognize opportunities to promote or sell Citadel’s products and services as a means for serving customers’ financial needs and meeting or exceeding monthly, quarterly, and semi-annual sales goals.
• Accurately perform customers’ financial transactions by producing quality work, including cash handling and counting, both by hand and via technology such as Cash Recyclers, ATMs’, and/or Inline Teller Machines.
• Add value to our customers by offering guided, consultative services that introduce a variety of products & services designed to accomplish every individual’s financial goals.
• Meet customers’ needs by servicing them through a variety of channels, including In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center Calls, and Community Events.
• Develop and maintain relationships with business partners and specialists in other departments to maximize sales opportunities and achieve sales standards.
• 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.
• Meet and comply with all requirements set forth in the SAFE Act, including successful completion of the required background checks and obtaining a unique identifier from the NMLS.
• Remain compliant with the Bank Secrecy Act by completing annual BSA training.
• Maintain confidentiality of members’ financial information in a secure manner.
• Ability to work Saturdays.
• Perform other duties as assigned.

• 2+ years of sales and face-to-face customer service experience.
• 3+ years sales and face-to-face customer service experience (Preferred).
• Prior financial industry experience (Preferred).
• Cash handling experience (Preferred).
• NMLS (Preferred).
• Notary (Preferred).
• PC literacy.
• Ability to navigate multiple software applications.
• Ability to achieve sales goals through outstanding service.
• Strong attention to detail.
• A track record of working effectively in a team environment and building solid relationships.
• 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 goals.
• 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.

• High School Diploma or equivalency.