Financial Services Consultant 1

Job description

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 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: - Resolves any issues and problems fa...