Member Services Officer- Teller / Personal Banker (Part Time)

A+ Federal Credit Union; Austin (TX); On-site; Part time

Job summary

Join a forward-thinking credit union as a Member Services Officer, where you'll blend the roles of Teller and Personal Banker. This part-time position is perfect for those looking to kickstart their career in financial services while providing exceptional service to members. You'll engage with individuals, helping them with transactions and offering tailored financial solutions to enhance their well-being. With a supportive environment for growth and development, this role promises a rewarding experience in the financial sector. If you have a passion for helping others and a knack for sales, this opportunity is for you!

Qualifications

• Entry-level position requiring a high school diploma and sales experience.
• Bilingual Spanish is a plus for this role.

Responsibilities

• Provide exceptional service and assist members with financial transactions.
• Cross-sell products and meet established sales goals.

Skills

Customer Service

Sales Skills

Problem-Solving

Communication

Bilingual (Spanish)

Education

High School Diploma or G.E.D.

Job description

Member Services Officer- Teller / Personal Banker (Part Time)

Job Type: Part-Time

Exemption Type: Non-Exempt

Wage Amount: $19 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.

Job Requirements

• 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.