Financial Services Consultant III

Member Services Officer III Supervisor Job Type Full Time Exemption Type Non Exempt Wage Amount 23 hourly minimum General Summary Primary Functions The primary purpose of the Financial Services Consultant III is to create an enjoyable memorable and impactful experience through the delivery of exceptional member service while building strong long term financial relationships and striving to positively impact members with each interaction In accordance with established policies and procedures the Financial Services Consultant III will engage in consultative conversations with members identify their financial needs and recommend valuable solutions to improve their financial well being and quality of life As a branch leader their knowledge and skillsets will be utilized to assist team members with more complex member services and problem resolution The Financial Services Consultant III will uphold the Credit Unions member consultation and service level expectations coaching team members to advance their skillsets and improve overall employee engagement Member Consultation Engage in meaningful consultative conversations uncovering members needs and recommend products and services to improve their financial livesEmbody sincere empathy and display a deep passion for helping members achieve their financial goalsAssist members and prospective members with openingclosing deposit products and servicesRecommend lending productsservices and assist members with loan applications through video lending or refer to a branch lenderIdentify and refer investment opportunities to A Wealth ManagementAssist with the opening and servicing of fiduciary accounts including POAs Trusts Estates and IRAsHSAsOpen close and service Business Memberships including sole proprietorships and associationsFinancial Transactions Process financial transactions and service requestsOperate maintain and balance a cash drawer as assignedAssist members with disputes and fraudulent transactionsPerform updates to members accounts including but not limited to ownership changes addingremoving beneficiaries changes of address etcAssist members with safe deposit box assistance including entry opening and closing of safe deposit boxes where applicableProvide Notary Public servicesBranch Leadership and Support Meet or exceed goals to support branch growth and the overall member experienceProvide team member coaching to enhance member service skillsets member consultation proficiency and operationalcompliance knowledgeServe as an expert for the branch team on AFCU products and servicesFacilitate andor attend branch meetings and trainingsPerform branch vault responsibilities balancing buysells and cash recycler managementPerform balancing and loading of ATMs where applicablePerform or oversee daily branch tasks including but not limited to openingclosing duties preparing outgoing currency shipment etcAssist management with the completion of branch reportsPerform monthly quarterly and annual branch audits as assignedMonitor branch cash levels place ordersshipments as neededPerform supervisor overrides and check approvalsResponsible for openingclosing the branch; uphold adherence to openingclosing safety proceduresAssist other branch locations as neededMaintain a strong knowledge of credit union productsservices and policiesproceduresAll other duties as assignedCommunity and Business Development Volunteer to participate in business development and community eventsRepresent the AFCU brand and mission within the communities we serve; uphold and coach to AFCU professionalism outreach and Business Development standardsDeepen relationships at communitybusiness development events by recommending AFCU products and servicesCompliance Adhere to all AFCU policies and proceduresMaintain strict adherence and compliance to all laws rules regulations and internal controlsComplete required regulatory training as assignedEducation and Experience High school diploma or GED equivalent requiredThree years financial institution experience requiredOne year supervisor experience required Knowledge Skills & Abilities Strong interpersonal skills including the ability to demonstrate empathy compassion and understanding of othersExcellent communication skills both written and verbal that reflect a professional positive business approachStrong knowledge of bankcredit union policies and proceduresStrong attention to detail and ability to follow through on assigned tasksAbility to work independently and as part of a team with the flexibility to adapt to changeStrong time management and organizational skillsBasic knowledge of mathcomputer skillsMicrosoft Office Suite product knowledge preferredMust have the ability to travel between branch locations as assignedFloater branch at least 25 of the timeNon Floater branch at least 5 of the time Physical Requirements Must be able to stand for long periods of timeFull time team members must have the abilitystamina to work at least 40 hours per weekWill frequently reach lift bend carry and finely manipulatekey in dataMust be able to engage in problem solving skills to help identify and resolve member issuesMust be able to communicate extensively through in person e mail written and telephone communicationsDecision Making Capabilities Types of Decisions requiring supervisory approval Exceptions outside of role limits legal questions and situations outside AFCU policies and procedures