Financial Services Consultant & Personal Banker - Entry-Level

A+ Federal Credit Union; Pflugerville (TX); On-site; USD 22,162 - 31,564; Full time

Job summary

A+ Federal Credit Union seeks a Financial Services Consultant to provide exemplary service and build strong financial relationships with members. This role involves engaging with members to identify their financial needs, processing transactions, and recommending services to enhance financial well-being. It's an excellent entry-level opportunity in the financial services field.

The ideal candidate should have a high school diploma and at least six months of relevant experience. Strong communication skills and the ability to work both independently and as part of a team are essential.

Qualifications

• Must have six months of work experience, preferably as a personal banker, sales, or teller.
• Strong empathy and ability to understand member needs.
• Ability to work independently and in a team setting.

Responsibilities

• Consult with members to identify their financial needs and suggest appropriate solutions.
• Process financial transactions and assist with requests.
• Support branch goals and provide excellent member service.

Skills

Strong interpersonal skills

Professional communication skills

Attention to detail

Time management

Basic math/computer skills

Education

High school diploma or G.E.D. equivalent

Tools

Microsoft Office Suite

Job description

A+ Federal Credit Union seeks a Financial Services Consultant to provide exemplary service and build strong financial relationships with members. This role involves engaging with members to identify their financial needs, processing transactions, and recommending services to enhance financial well-being. It's an excellent entry-level opportunity in the financial services field.

The ideal candidate should have a high school diploma and at least six months of relevant experience. Strong communication skills and the ability to work both independently and as part of a team are essential.