Financial Planning Manager for a climate technologies company managing financial analysis and performance tracking. Analyze profitability and partner with business leaders across 16 platforms.
AU
Onsite Financial Services Consultant – Teller, Banker
Posted yesterday
About the role
- Financial Services Consultant providing exceptional member service while building long-term financial relationships. Engage in consultative conversations and support members with their financial needs.
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).
- Participate in branch meetings and trainings.
- 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). Floater branch at least 25% of the time. Non-Floater branch at least 5% of the time.
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