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A+ Federal Credit Union · 18 hours ago

Financial Services Consultant III (Supervisor)Member Services Officer III (Supervisor)

Hutto, TX

Full-time

Onsite

Mid, Senior Level

$23/hr - $23/hr

3+ years exp

A+ Federal Credit Union is dedicated to providing exceptional member service while fostering strong financial relationships. The Financial Services Consultant III will lead a team to engage with members, identify their financial needs, and recommend solutions, all while ensuring compliance with policies and procedures.

BankingDebit CardsFinancial Services

Growth Opportunities

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

Assist with the opening and servicing of fiduciary accounts, including POA’s, Trusts, Estates, and IRA’s/HSA’s

Open, close, and service Business Memberships, including sole proprietorships and associations

Process financial transactions and service requests

Operate, maintain, and balance a cash drawer (as assigned)

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 assistance, including entry, opening, and closing of safe deposit boxes (where applicable)

Provide Notary Public services

Meet or exceed goals to support branch growth and the overall member experience

Provide team member coaching to enhance member service skillsets, member consultation proficiency, and operational/compliance knowledge

Serve as an expert for the branch team on A+FCU products and services

Facilitate and/or attend branch meetings and trainings

Perform branch vault responsibilities (balancing, buy/sells, and cash recycler management)

Perform balancing and loading of ATMs (where applicable)

Perform or oversee daily branch tasks (including but not limited to opening/closing duties, preparing outgoing currency shipment, etc.)

Assist management with the completion of branch reports

Perform monthly, quarterly, and annual branch audits (as assigned)

Monitor branch cash levels, place orders/shipments as needed

Perform supervisor overrides and check approvals

Responsible for opening/closing the branch; uphold adherence to opening/closing safety procedures

Assist other branch locations as needed

Maintain a strong 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; uphold and coach to A+FCU professionalism, outreach, and Business Development standards

Deepen relationships at community/business development events by recommending A+FCU products and services

Adhere to all A+FCU policies and procedures

Maintain strict adherence and compliance to all laws, rules, regulations, and internal controls

Complete required regulatory training as assigned

Qualification

Financial institution experienceSupervisory experienceBank policiesMicrosoft Office SuiteBasic math skillsInterpersonal skillsCommunication skillsAttention to detailTime managementOrganizational skills

Required

High school diploma or G.E.D. equivalent required

Three year's financial institution experience required

One year supervisor experience required

Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others

Excellent communication skills (both written and verbal), that reflect a professional, positive business approach

Strong knowledge of bank/credit union policies and procedures

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): Floater branch – at least 25% of the time; Non-Floater branch – at least 5% of the time

Must be able to stand for long periods of time

Full-time team members must have the ability/stamina to work at least 40 hours per week

Will frequently reach, lift, bend, carry, and finely manipulate/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