Financial Services Consultant 1

Description

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.

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 answer member account inquiries. Post transactions to member's account and maintain 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 reconcile daily transactions to maintain accurate records
• Proactively educates members of our products and services

Member Service Duties

Financial Sales Duties

Requirements

Required Skills / Abilities

Knowledge

Education and Experience

Physical Requirements

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