Member Services Officer- Teller / Personal Banker- Bilingual Preferred

A+ Federal Credit Union; Round Rock (TX); On-site; Full time

Job summary

A leading credit union is seeking a Member Services Officer to provide exceptional service as both a Teller and Personal Banker. This entry-level position offers a great opportunity to start a career in financial services, focusing on member education and sales support. The role involves processing transactions, assisting with account management, and cross-selling products to enhance members' financial well-being.

Qualifications

• Six months of work experience in sales, teller, or personal banker roles preferred.
• Ability to work at least 40 hours a week.
• Engage in problem-solving to assist members.

Responsibilities

• Provide exceptional service to members, including processing transactions.
• Cross-sell products and services to meet sales goals.
• Assist members with account inquiries and loan applications.

Skills

Problem-solving

Communication

Sales

Bilingual Spanish

Education

High school diploma or G.E.D. equivalent

Job description

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Member Services Officer- Teller / Personal Banker

Job Type: Full-Time

Exemption Type: Non-Exempt

Wage Amount: $19.25 hourly minimum

As a Member Services Officer, your role will be a combination of both Teller and Personal Banker positions. You bring the willingness to provide great service to the members; we will provide the environment for you to grow and develop into a world class service provider. You will offer an enjoyable, memorable experience for individuals seeking assistance with financial matters by providing them with exceptional service, including processing member transactions; identifying their financial needs and recommending valuable solutions. Your support of a sales and service culture will enable you to educate members about services that will enhance their financial well-being, while also supporting the goals of the credit union. This entry level position is a great way to start your financial services career!

Member Education

• Cross-sell appropriate products and services to current and prospective members.
• Consistently meet or exceed established sales/service goals and support branch growth.
• Participate in outside business development and community events.
  
  
  

Teller Functions

• Operate, maintain, and balance a cash drawer (as needed).
• Sell special service items such as money orders, official checks, and gift cards.
• Perform cash advances and process collection items.
• Provide members with access to safe deposit box (where applicable).
• Maintain working knowledge of all products and services.
  
  
  

Personal Banker Functions

• Assist members with opening/closing basic types of accounts, including new memberships, checking, share certificates, and other accounts as assigned.
• Update account information such as changing account ownership/signers, beneficiaries, and changes of address.
• Assist members with loan applications through video lending.
• Assist members (in person or by phone) with account and product inquiries, including questions about rates, products and services, requests for statements, etc.
• Perform stop payments and process wire transfers.
• Assist members with claims of fraudulent use of debit card.
• Issue, re-issue, and block debit cards.
• Be knowledgeable of and utilize credit union policies, Federal regulations and procedures.
  
  
  

Branch Support

• Perform opening/closing procedures for debit card instant issue machine.
• Scan and image branch checks and documents.
• Perform vault responsibilities, load/balance ATM/CDM/CRM, and servicing/daily balancing of coin machine.
  
  
  

Miscellaneous

• Maintain member confidentiality.
• All other duties as assigned.
• For information about our benefits, please click the following link: https://aplusfcu.org/about-us/career-opportunities/benefits
  
  
  

Job Requirements

Education, Experience And Physical Functions

• High school diploma or G.E.D. equivalent
• Six months of work experience (Sales, Teller and/or Personal Banker experience preferred)
• Must have the ability/stamina to work at least 40 hours a week
• 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
• Requires reaching, bending, stooping or standing as necessary
• Bilingual Spanish is a plus

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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