Financial Services Consultant- Teller/ Banker (Part Time)

A+ Federal Credit Union; San Marcos (TX); On-site; USD 22,000 - 32,000; Part time

Job summary

A+ Federal Credit Union is seeking a Financial Services Consultant I (Part Time) in Texas. This entry-level role focuses on delivering exceptional member service, building financial relationships, and guiding members to suitable solutions.

The position supports branch operations, community engagement, and ongoing compliance. The role involves consultative member conversations, cash handling, and the ability to travel between branches as needed.

Qualifications

• High school diploma or GED required.
• Six months’ work experience in banking, personal banker, sales, and/or teller role preferred.

Responsibilities

• Engage in consultative conversations with members and recommend products and services.
• Process financial transactions and balance a cash drawer.
• Support branch operations, including vault teller tasks and daily branch duties.
• Represent the credit union at community events and develop member relationships.
• Maintain compliance with policies and complete required regulatory training.

Skills

Interpersonal skills

Communication skills

Attention to detail

Teamwork

Time management

Basic math

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Financial Services Consultant- Teller / Personal Banker (Part Time)

Job Type: Part 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 recommend 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.