Financial Services Consultant- Teller/ Banker

A+ Federal Credit Union•Round Rock, TX

3d•$20

About The Position

The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well-being and quality of life. This entry level position is a great way to start your financial services career!

Requirements

High school diploma or G.E.D. equivalent required.
Six months work experience required (personal banker, sales, and/or teller experience preferred).
Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others.
Demonstrate and utilize professional communication skills, both written and verbal.
Strong attention to detail and ability to follow-through on assigned tasks.
Ability to work independently and as part of a team, with the flexibility to adapt to change.
Strong time management and organizational skills.
Basic knowledge of math/computer skills.
Must have the ability to travel between branch locations (as assigned).
Floater branch at least 25% of the time.
Non-Floater branch at least 5% of the time.
Must be able to stand for long periods of time.
Part-time team members must have the ability/stamina to work at least 28 hours per week.
Full-time team members must have the ability/stamina to work at least 40 hours per week.
Will frequently reach, bend, stoop, carry, finely manipulate and key in data.
Must be able to engage in problem-solving skills to help identify and resolve member issues.
Must be able to communicate extensively through in-person, e-mail, written, and telephone communications.

Nice To Haves

personal banker, sales, and/or teller experience preferred
Microsoft Office Suite product knowledge preferred.

Responsibilities

Engage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives.
Embody sincere empathy and display a deep passion for helping members achieve their financial goals.
Assist members and prospective members with opening/closing deposit products and services.
Recommend lending products/services and assist members with loan applications through video lending or refer to a branch lender.
Identify and refer investment opportunities to A+ Wealth Management.
Process financial transactions and service requests.
Operate, maintain, and balance a cash drawer.
Assist members with disputes and fraudulent transactions.
Perform updates to members accounts (including but not limited to ownership changes, adding/removing beneficiaries, changes of address, etc.).
Assist members with Safe Deposit Box entry (where applicable).
Meet or exceed goals to support branch growth and the overall member experience.
Perform or assist with vault teller responsibilities (balancing, buy/sells, and cash recycler management).
Assist with the loading of ATMs (where applicable).
Perform or assist with daily branch tasks (including but not limited to opening/closing duties, prepare outgoing currency shipment, etc.).
Participate in branch meetings and trainings.
Assist other branch locations as needed.
Maintain knowledge of credit union products/services and policies/procedures.
All other duties as assigned.
Volunteer to participate in business development and community events.
Represent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times.
Deepen relationships at community/business development events by recommending A+FCU products and services.
Adhere to all A+FCU policies and procedures.
Maintain adherence and compliance to all laws, rules, regulations, and internal controls.
Complete required regulatory training as assigned.