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A+ Federal Credit Union · 1 day ago

Financial Services Consultant- Teller / Personal BankerFinancial Services Consultant- Teller / Personal Banker

Bastrop, TX

Full-time

Onsite

New Grad, Entry Level

$19.50/hr - $19.50/hr

0+ years exp

A+ Federal Credit Union is seeking a Financial Services Consultant who will serve as both a Teller and Personal Banker. The role focuses on providing exceptional service to members, assisting with financial transactions, and supporting a sales and service culture to enhance members' financial well-being.

BankingDebit CardsFinancial Services

Growth Opportunities

Responsibilities

Cross-sell appropriate products and services to current and prospective members

Consistently meet or exceed established sales/service goals and support branch growth

Participate in outside business development and community events

Operate, maintain, and balance a cash drawer (as needed)

Sell special service items such as money orders, official checks, and gift cards

Perform cash advances and process collection items

Provide members with access to safe deposit box (where applicable)

Maintain working knowledge of all products and services

Assist members with opening/closing basic types of accounts, including new memberships, checking, share certificates, and other accounts as assigned

Update account information such as changing account ownership/signers, beneficiaries, and changes of address

Assist members with loan applications through video lending

Assist members (in person or by phone) with account and product inquiries, including questions about rates, products and services, requests for statements, etc

Perform stop payments and process wire transfers

Assist members with claims of fraudulent use of debit card

Issue, re-issue, and block debit cards

Be knowledgeable of and utilize credit union policies, Federal regulations and procedures

Perform opening/closing procedures for debit card instant issue machine

Scan and image branch checks and documents

Assist with daily balancing of coin machine/prepare outgoing coin shipment

Buy/sell cash to vault and assist with loading of cash dispense machines (CDMs), cash recycler machines (CRMs), and ATMs (where applicable)

Perform and /or assist with vault responsibilities to include buy/sell cash to/from team members, load/balance ATM/CDM/CRM, prepare outgoing coin/cash shipments, and verify incoming cash shipments (as assigned)

Track/order branch maintenance supplies (as assigned)

Track/order Marketing supplies (as assigned)

Serve as a Credit Union Champion for your branch

Maintain member confidentiality

Complete annual/semi-annual regulatory training

Complete MSO I Level Up Program

Consistently attend/participate in community events