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Soarion Credit Union · 3 days ago

Member Advisor - Teller

San Antonio, TX, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Soarion Credit Union is a financial institution that is looking to hire Member Advisors. The role involves processing teller transactions, opening new membership accounts, and providing support for overall operations while ensuring a high level of member service.

Banking

Responsibilities

Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention

Processes teller transactions, opens new membership accounts, completes consumer loan applications and provides general account information and supports the overall operations of the branch

Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally

Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services

Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance

Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts

Processes consumer loan applications according to Credit Union and regulatory compliance guidelines

Provides members with general account information regarding their account balances and transactions performed

Maintains a balanced cash drawer

Observes suspicious behavior and reports any such activity to a Supervisor or security personnel. In the event of a robbery, remains calm and follows Soarion Credit Union procedures to safeguard members and employees

Provides back up to all other employees as needed

Performs all other duties as required