Financial Services Consultant- Teller/ Banker Spanish Preferred (Part Time)
A+ Federal Credit Union
divh2Financial Services Consultant- Teller / Personal Banker (Part Time)/h2pJob Type: Part Time/ppExemption Type: Non-Exempt/ppWage Amount: $19.50 hourly minimum/ph3The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well-being and quality of life. This entry level position is a great way to start your financial services career!/h3pstrongMember Consultation/strong/pulliEngage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives./liliEmbody sincere empathy and display a deep passion for helping members achieve their financial goals./liliAssist members and prospective members with opening/closing deposit products and services./liliRecommend lending products/services and assist members with loan applications through video lending or refer to a branch lender./liliIdentify and refer investment opportunities to A+ Wealth Management./li/ulpstrongFinancial Transactions/strong/pulliProcess financial transactions and service requests./liliOperate, maintain, and balance a cash drawer./liliAssist members with disputes and fraudulent transactions./liliPerform updates to members accounts (including but not limited to ownership changes, adding/removing beneficiaries, changes of address, etc.)./liliAssist members with Safe Deposit Box entry (where applicable)./li/ulpstrongBranch Support/strong/pulliMeet or exceed goals to support branch growth and the overall member experience./liliPerform or assist with vault teller responsibilities (balancing, buy/sells, and cash recycler management)./liliAssist with the loading of ATMs (where applicable)./liliPerform or assist with daily branch tasks (including but not limited to opening/closing duties, prepare outgoing currency shipment, etc.)./liliParticipate in branch meetings and trainings./liliAssist other branch locations as needed./liliMaintain knowledge of credit union products/services and policies/procedures./liliAll other duties as assigned./li/ulpstrongCommunity and Business Development/strong/pulliVolunteer to participate in business development and community events./liliRepresent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times./liliDeepen relationships at community/business development events by recommending A+FCU products and services./li/ulpstrongCompliance/strong/pulliAdhere to all A+FCU policies and procedures./liliMaintain adherence and compliance to all laws, rules, regulations, and internal controls./liliComplete required regulatory training as assigned./li/ulpstrongEducation and Experience/strong/pulliHigh school diploma or G.E.D. equivalent required./liliSix months work experience required (personal banker, sales, and/or teller experience preferred)./li/ulpstrongKnowledge, Skills Abilities/strong/pulliStrong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others./liliDemonstrate and utilize professional communication skills, both written and verbal./liliStrong attention to detail and ability to follow-through on assigned tasks./liliAbility to work independently and as part of a team, with the flexibility to adapt to change./liliStrong time management and organizational skills./liliBasic knowledge of math/computer skills./liliMicrosoft Office Suite product knowledge preferred./liliMust 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./li/ulpstrongPhysical Requirements/strong/pulliMust be able to stand for long periods of time./liliPart-time team members must have the ability/stamina to work at least 28 hours per week./liliFull-time team members must have the ability/stamina to work at least 40 hours per week./liliWill frequently reach, bend, stoop, carry, finely manipulate and key in data./liliMust be able to engage in problem-solving skills to help identify and resolve member issues./liliMust be able to communicate extensively through in-person, e-mail, written, and telephone communications./li/ulpstrongDecision-Making Capabilities/strong/pulliTypes of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures./li/ul/div
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