Financial Services Consultant 1 (PT20)

Description

Job Summary :

This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.

Essential Job Duties :

Teller Duties

• Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing.
• Processes various transactions and answers member account inquiries. Posts transactions to member's account and maintains member records.
• Balances cash drawers at the beginning and end of shifts to ensure accuracy.
• Balances cash drawer and other transactions correctly and according to standard operating procedures.
• Issues cashier's checks, money orders, and bank drafts.
• Verifies and reconciles daily transactions to maintain accurate records.
• Proactively educates members about our products and services.

Member Service Duties :

Financial Sales Duties :

Requirements

Required Skills / Abilities :

Knowledge :

Education and Experience :

Physical Requirements :

Prolonged periods of sitting at a desk and working on a computer.

Needs to be flexible with schedule to meet the needs of the organization and membership.

Must be able to lift 20 pounds at times.

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