Personal Banker Customer Experience

Serve Springfield customers through account services, consultative selling, and accurate transactions at Citadel’s customer-facing banking office.

As a Personal Banker II, you will determine account and service needs, build relationships, and support customers’ financial goals. The position includes opening accounts, processing deposits, withdrawals, loan applications, and cross-selling credit cards, investments, insurance, and IRAs. Customer interactions follow Citadel Class Service principles.

• Determine accounts and services matching individual financial needs
• Process accounts, deposits, withdrawals, and loan applications
• Cross-sell credit union products and services
• Handle cash using recyclers, ATMs, and teller machines
• Serve customers through calls, events, and in-person interactions

• At least two years sales and face-to-face service experience
• High school diploma or equivalency
• PC literacy and multiple software application skills
• Strong communication, judgment, and problem-solving skills
• Ability to work Saturdays and maintain confidentiality

Use customer service, financial transactions, and consultative sales skills to support Citadel members in Springfield, Pennsylvania.