Financial Services Consultant- Teller Banker

Member Consultation

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.

Aid 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.

Financial Transactions

Process financial transactions and service requests.

Operate, maintain, and balance a cash drawer.

Aid 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.).

Aid members with Safe Deposit Box entry (where applicable).

Branch Support

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).

Aid 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.

Aid other branch locations as needed.

Community and Business Development

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.

Compliance

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.

Education and Experience

A high school diploma or G.E.D. equivalent is required.

Six months’ work experience is required (personal banker, sales, and/or teller experience preferred).

Knowledge, Skills & Abilities

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.

Able 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.

Physical Requirements

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.

Decision-Making Capabilities

Types of decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.