Aplusfcu
Financial Services Consultant- Teller / Personal Banker
Aplusfcu, Granite Heights, Wisconsin, United States
Current job opportunities are posted here as they become available.
Financial Services Consultant- Teller / Personal Banker Job Type: Full Time
Exemption Type: Non-Exempt
Wage Amount: $19.50 hourly minimum
The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well‑being and quality of life.
This entry level position is a great way to start your financial services career! Member Consultation
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.
Financial Transactions
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).
Branch Support
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.
All other duties as assigned.
Community and Business Development
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.
Compliance
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.
Education and Experience
High school diploma or G.E.D. equivalent required.
Six months’ work experience required (personal banker, sales, and/or teller experience preferred).
Knowledge, Skills & Abilities
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.
Physical Requirements
Must be able to stand for long periods of time.
Part‑time team members must have the ability/stamina to work at least 28 hours per week.
Full‑time team members must have the ability/stamina to work at least 40 hours per week.
Will frequently reach, bend, stoop, carry, finely manipulate and key in data.
Must be able to engage in problem‑solving skills to help identify and resolve member issues.
Must be able to communicate extensively through in‑person, e‑mail, written, and telephone communications.
Decision‑Making Capabilities
Types of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.
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Financial Services Consultant- Teller / Personal Banker Job Type: Full Time
Exemption Type: Non-Exempt
Wage Amount: $19.50 hourly minimum
The primary purpose of the Financial Services Consultant I is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction. In accordance with established policies and procedures, the Financial Services Consultant I will engage in consultative conversations with members, identify their financial needs, and recommend valuable solutions to improve their financial well‑being and quality of life.
This entry level position is a great way to start your financial services career! Member Consultation
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.
Financial Transactions
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).
Branch Support
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.
All other duties as assigned.
Community and Business Development
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.
Compliance
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.
Education and Experience
High school diploma or G.E.D. equivalent required.
Six months’ work experience required (personal banker, sales, and/or teller experience preferred).
Knowledge, Skills & Abilities
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.
Physical Requirements
Must be able to stand for long periods of time.
Part‑time team members must have the ability/stamina to work at least 28 hours per week.
Full‑time team members must have the ability/stamina to work at least 40 hours per week.
Will frequently reach, bend, stoop, carry, finely manipulate and key in data.
Must be able to engage in problem‑solving skills to help identify and resolve member issues.
Must be able to communicate extensively through in‑person, e‑mail, written, and telephone communications.
Decision‑Making Capabilities
Types of Decisions requiring supervisory approval: Exceptions outside of role limits, legal questions, and situations outside A+FCU policies and procedures.
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