Member Services Officer- Teller / Personal Banker-North

A+ Federal Credit Union
Austin, TX Full Time
POSTED ON 5/11/2024

Member Services Officer- Teller / Personal Banker

Job Type: Full-Time

Exemption Type: Non-Exempt

Wage Amount: $19 hourly minimum

As a Member Services Officer, your role will be a combination of both Teller and Personal Banker positions. You bring the willingness to provide great service to the members; we will provide the environment for you to grow and develop into a world class service provider. You will offer an enjoyable, memorable experience for individuals seeking assistance with financial matters by providing them with exceptional service, including processing member transactions; identifying their financial needs and recommending valuable solutions. Your support of a sales and service culture will enable you to educate members about services that will enhance their financial well-being, while also supporting the goals of the credit union. This entry level position is a great way to start your financial services career!

Member Education

  • Cross-sell appropriate products and services to current and prospective members.
  • Consistently meet or exceed established sales/service goals and support branch growth.
  • Participate in outside business development and community events.

Teller Functions

  • Operate, maintain, and balance a cash drawer (as needed).
  • Sell special service items such as money orders, official checks, and gift cards.
  • Perform cash advances and process collection items.
  • Provide members with access to safe deposit box (where applicable).
  • Maintain working knowledge of all products and services.

Personal Banker Functions

  • Assist members with opening/closing basic types of accounts, including new memberships, checking, share certificates, and other accounts as assigned.
  • Update account information such as changing account ownership/signers, beneficiaries, and changes of address.
  • Assist members with loan applications through video lending.
  • Assist members (in person or by phone) with account and product inquiries, including questions about rates, products and services, requests for statements, etc.
  • Perform stop payments and process wire transfers.
  • Assist members with claims of fraudulent use of debit card.
  • Issue, re-issue, and block debit cards.
  • Be knowledgeable of and utilize credit union policies, Federal regulations and procedures.

Branch Support

  • Perform opening/closing procedures for debit card instant issue machine.
  • Scan and image branch checks and documents.
  • Perform vault responsibilities, load/balance ATM/CDM/CRM, and servicing/daily balancing of coin machine.

Miscellaneous

  • Maintain member confidentiality.
  • All other duties as assigned.

*For information about our benefits, please click the following link: https://aplusfcu.org/about-us/career-opportunities/benefits

Job Requirements

Education, Experience and Physical Functions

  • High school diploma or G.E.D. equivalent
  • Six months of work experience (Sales, Teller and/or Personal Banker experience preferred)
  • Must have the ability/stamina to work at least 40 hours a week
  • 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
  • Requires reaching, bending, stooping or standing as necessary
  • Bilingual Spanish is a plus

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