Financial Services Consultant- Teller Banker

A+ Federal Credit Union•Austin, TX

17d

About The Position

The Financial Services Consultant I creates enjoyable, memorable, and impactful member experiences by providing exceptional service, building long-term financial relationships, and helping members improve their financial well-being. This entry-level role uses consultative conversations to identify members’ financial needs and recommend appropriate products and services in accordance with established policies and procedures. The position supports member consultations, financial transactions, branch operations, community and business development, and compliance. It requires travel between branch locations as assigned: at least 25% of the time for a floater branch and at least 5% for a non-floater branch.

Requirements

High school diploma or G.E.D. equivalent.
Six months of work experience.
Strong interpersonal skills, including empathy, compassion, and understanding.
Professional written and verbal communication skills.
Strong attention to detail and follow-through.
Ability to work independently and as part of a team and adapt to change.
Strong time-management and organizational skills.
Basic math and computer skills.
Ability to travel between branch locations as assigned: at least 25% of the time for a floater branch or at least 5% for a non-floater branch.
Ability to stand for long periods; full-time team members must have the ability and stamina to work at least 40 hours per week.
Ability to frequently reach, bend, stoop, carry, finely manipulate, and key in data.
Ability to use problem-solving skills to help identify and resolve member issues.
Ability to communicate extensively in person, by email, in writing, and by telephone.

Nice To Haves

Personal banker, sales, and/or teller experience.
Knowledge of Microsoft Office Suite products.

Responsibilities

Engage members in consultative conversations, identify their needs, and recommend products and services to improve their financial lives.
Show empathy and help members work toward their financial goals.
Assist members and prospective members with opening and closing deposit products and services.
Recommend lending products and services and assist with loan applications through video lending or refer members 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.
Update member accounts, including ownership, beneficiaries, and addresses.
Assist members with Safe Deposit Box entry where applicable.
Meet or exceed goals supporting branch growth and the member experience.
Perform or assist with vault teller responsibilities, including balancing, buy/sells, and cash recycler management.
Assist with ATM loading where applicable.
Perform or assist with daily branch tasks, including opening and closing duties and preparing outgoing currency shipments.
Participate in branch meetings and trainings.
Assist other branch locations as needed.
Maintain knowledge of credit union products, services, policies, and procedures.
Volunteer for business development and community events.
Represent the A+FCU brand and mission professionally in the communities served.
Build relationships at community and business development events by recommending A+FCU products and services.
Follow A+FCU policies and procedures and comply with applicable laws, rules, regulations, and internal controls.
Complete required regulatory training.
Perform other duties as assigned.