Financial Services Consultant- Teller Banker

About the role

A+ Federal Credit Union is seeking a dynamic and customer-focused individual to join our team as a Member Consultant. This position offers a unique opportunity to engage with members, provide financial guidance, and contribute to the success of our credit union.

Responsibilities

• Engage in meaningful consultative conversations, uncovering members' needs and recommending products and services to enhance 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 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).
• Maintain knowledge of credit union products/services and policies/procedures.
• 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).
• Participate in branch meetings and trainings.
• Assist other branch locations as needed.
• 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.

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.
• Microsoft Office Suite product knowledge preferred.
• 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.

Qualifications

• 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.
• Microsoft Office Suite product knowledge preferred.
• 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.

Skills

• 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.
• Microsoft Office Suite product knowledge preferred.

Benefits

At A+ Federal Credit Union, we offer a comprehensive benefits package that includes:

• Health insurance options
• Paid time off
• Retirement savings plan
• Employee assistance program

Pay

The starting wage for this position is $19.50 hourly minimum.

Schedule

This position requires a flexible schedule to meet the needs of the credit union, which may include working evenings, weekends, and holidays.