A+ Federal Credit Union · 16 hours ago
Financial Services Consultant- Teller / Personal Banker
Bastrop, TX
Full-time
Onsite
New Grad, Entry Level
$19.50/hr - $19.50/hr
0+ years expA+ Federal Credit Union is seeking a Financial Services Consultant to deliver exceptional member service and build strong financial relationships. The role involves engaging with members to identify their financial needs, recommending solutions, processing transactions, and supporting branch operations.
BankingDebit CardsFinancial Services
Responsibilities
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
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)
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
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
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
Qualification
Required
High school diploma or G.E.D. equivalent required
Six months' work experience required (personal banker, sales, and/or teller experience preferred)
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
Must have the ability to travel between branch locations (as assigned)
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
Preferred
Microsoft Office Suite product knowledge preferred
Six months' work experience preferred (personal banker, sales, and/or teller experience)
Company
A+ Federal Credit Union
A+ Federal Credit Union is a full-service financial institution that offers financial education, credit union, and online banking services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Julie Bowering
Senior Vice President, Lending
Recent News
2025-10-17
2025-09-25
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