Financial Management Analyst overseeing financial management and operational processes for CTSI ancillary groups. Providing financial reports and supporting faculty and project leaders with budget development and compliance.
AU
Onsite Financial Services Consultant – Teller Banker
Posted 6 days ago
About the role
- Financial Services Consultant I providing exceptional member service at A+FCU in Hutto, TX. Engaging in consultative conversations to recommend financial solutions and improve members' financial well-being.
Responsibilities
- 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.
- 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).
- 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.
- 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.
- 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.
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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