Financial Services Consultant- Teller Banker

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

Financial Services Consultant – Teller / Personal Banker

Job Type: Full Time
Exemption Type: Non-Exempt
Wage Amount: $19.50 hourly minimum

The 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!

Member Consultation

• Engage in meaningful consultative conversations, uncovering members’ needs and recommending products and services to improve 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 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.
• 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).

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).
• Assist 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.
• Assist other branch locations as needed.
• Maintain knowledge of credit union products/services and policies/procedures.
• All other duties as assigned.

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

• High school diploma or G.E.D. equivalent required.
• Six months’ work experience 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.
• 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.

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.