Financial Services Consultant 1

Job description

Description Job Summary: This position is a front-line, member-facing role responsible for processing daily financial transactions, assessing member needs, and providing consultative recommendations on financial products. It also plays a key role in delivering a seamless onboarding and overall membership experience while supporting the credit union’s mission, vision, and service standards. The role requires a high level of integrity, adherence to regulatory requirements, and a strong commitment to 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...