A+ Federal Credit Union

Financial Planning and Analysis

• 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.

Financial Services Consultant – Teller / Banker, Part Time

Underwriter

• Lead and manage the Mortgage Loan Underwriting team
• Maintain an active personal pipeline of mortgage loans
• Ensure compliance with internal policies and regulatory requirements
• Collaborate with QC team for pre-funding and post-closing QC findings
• Underwrite conventional, FHA, and VA loans
• Stay current on mortgage lending laws and regulations

Mortgage Underwriting Supervisor

• Engage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives.
• 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.
• Participate in branch meetings and trainings.
• Represent the A+FCU brand and mission within the communities we serve; observe the highest standards of professionalism at all times.
• Maintain knowledge of credit union products/services and policies/procedures.

Financial Services Consultant – Teller, Banker

• 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.
• Engage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives.
• 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 POAs, Trusts, Estates, and IRAs/HSAs.
• 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.
• 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.
• Facilitate and/or attend branch meetings and trainings.
• Perform branch vault responsibilities (balancing, buy/sells, and cash recycler management).
• 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.
• Responsible for opening/closing the branch; uphold adherence to opening/closing safety procedures.
• Volunteer to participate in business development and community events.

Financial Services Consultant III – Supervisor

• Provide great service to members
• Process member transactions
• Identify financial needs and recommend solutions
• Educate members about services
• Support branch growth through sales/service goals
• Operate and maintain cash drawer
• Perform teller functions
• Assist members with accounts and loans
• Perform branch support responsibilities
• Maintain member confidentiality and complete annual training

Financial Services Consultant – Teller / Personal Banker, Part Time

• Offer an enjoyable, memorable experience for individuals seeking assistance with financial matters by providing them with exceptional service, including processing member transactions.
• Identify financial needs and recommend valuable solutions.
• Support a sales and service culture and educate members about services that enhance their financial well-being.
• Assist members with opening/closing accounts, loan applications, and product inquiries.

Financial Services Consultant – Teller, Personal Banker

• Provide Sales and Service coaching to branch team members.
• Perform Senior Teller and Personal Banker duties.
• Oversee coaching development plans for team members.
• Cross-sell appropriate products and services to members.
• Meet or exceed established sales/service goals.
• Operate, maintain, and balance a cash drawer.
• Sell money orders, official checks, and gift cards.
• Assist members with loan applications through video lending.
• Perform opening and closing procedures for debit card instant issue machine.
• Engage in transactional coaching for team members.

• 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).
• 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.

Financial Services Consultant – Teller / Personal Banker

• Provide great service to members, processing member transactions and identifying their financial needs.
• Cross-sell appropriate products and services to current and prospective members.
• Operate, maintain, and balance a cash drawer.
• Assist members with opening/closing basic types of accounts.
• Update account information and assist members with loan applications.
• Perform stop payments and process wire transfers.

• Provide great service to the members; we will provide the environment for you to grow and develop into a world class service provider.
• Process member transactions; identify financial needs and recommend valuable solutions.
• 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.
• Operate, maintain, and balance a cash drawer.
• Sell special service items, perform cash advances and process collection items.
• Assist members with opening/closing basic types of accounts.
• Update account information and assist with loan applications.
• Proceed inquiries about rates, products, services and claims of fraudulent use of debit cards.
• Assist with daily balancing of coin machine and prepare outgoing coin shipment.
• Maintain working knowledge of all products and services.
• Maintain member confidentiality and complete regulatory training.

• 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.
• 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.
• Perform opening/closing procedures for debit card instant issue machine.
• Scan and image branch checks and documents.
• Assist with daily balancing of coin machine/prepare outgoing coin shipment.
• Buy/sell cash to vault and assist with loading of cash dispense machines (CDMs), cash recycler machines (CRMs), and ATMs (where applicable).
• Perform and /or assist with vault responsibilities to include buy/sell cash to/from team members, load/balance ATM/CDM/CRM, prepare outgoing coin/cash shipments, and verify incoming cash shipments (as assigned).