Member Advisor - Teller

Soarion Credit Union; San Antonio (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking dedicated Member Advisors to enhance customer relationships and provide exceptional service. This role involves processing transactions, opening accounts, and identifying members' financial needs to offer tailored solutions. With a strong commitment to employee well-being, the company provides comprehensive health coverage and generous paid time off. If you are passionate about helping others and thrive in a dynamic environment, this is the perfect opportunity to advance your career while making a difference in the community.

Benefits

FREE Health Coverage

FREE Dental Coverage

Generous Paid Time Off

Paid Federal Holidays

Qualifications

• Strong customer service skills with a focus on member experience.
• Ability to process financial transactions accurately and efficiently.

Responsibilities

• Process teller transactions and open new membership accounts.
• Provide exemplary member experience and identify financial needs.
• Maintain a balanced cash drawer and report suspicious activities.

Skills

Customer Service

Financial Transactions Processing

Arithmetic Calculations

Cross-Selling

Education

High School Diploma or equivalency

Job description

We take care of our people: Joining Soarion Credit Union is the career move to make in 2025! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

Our Member Advisors will process teller transactions, open new membership accounts, complete consumer loan applications, and provide general account information to support the overall operations of the financial center. They identify members' financial needs and offer Soarion Credit Union products and services to fulfill our members' needs.

Work Location:

This is an onsite position in San Antonio.

What you will be doing:

• Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention.
• Processes teller transactions, opens new membership accounts, completes consumer loan applications, and provides general account information to support the overall operations of the branch.
• Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally.
• Establishes value-added relationships with members to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution and explaining, in detail, the benefits of products and services.
• Accurately processes financial transactions to include, but not limited to, accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance.
• Opens and maintains accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts.
• Processes consumer loan applications according to Credit Union and regulatory compliance guidelines.
• Provides members with general account information regarding their account balances and transactions performed.
• Maintains a balanced cash drawer.
• Observes suspicious behavior and reports any such activity to a Supervisor or security personnel. In the event of a robbery, remains calm and follows Soarion Credit Union procedures to safeguard members and employees.
• Provides backup to all other employees as needed.
• Performs all other duties as required.

What you'll bring along:

• Must have a High School Diploma or equivalency.
• Must know 10 key by touch.
• Must be able to make routine arithmetic calculations quickly and accurately.
• Must be available to work overtime and Saturdays, as needed.
• Must be bondable.

We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at [e-mail].

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Other

Industries

Banking