Financial & Regulatory Reporting Senior Associate preparing SEC filings and financial statements at U.S. Bank. Collaborating with clients and ensuring accurate compliance and reporting.
AU
Onsite Financial Services Consultant – Teller, Banker
Posted 9 hours ago
About the role
- Financial Services Consultant engaging with members to improve their financial lives through banking services. Building relationships and providing exceptional member service at A+ Federal Credit Union in Austin, TX.
Responsibilities
- Engage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives.
- 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.
- Process financial transactions and service requests.
- Operate, maintain, and balance a cash drawer.
- Assist members with disputes and fraudulent transactions.
- Participate in branch meetings and trainings.
- Represent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times.
- Maintain knowledge of credit union products/services and policies/procedures.
Requirements
- High school diploma or G.E.D. equivalent required.
- Six months work experience required (personal banker, sales, and/or teller experience preferred).
- 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).
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