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.

Requirements

High school diploma or G.E.D. equivalent required.
Three years 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.
Microsoft Office Suite product knowledge preferred.
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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial transactionsloan applicationsfiduciary accountscash drawer managementbranch auditsbusiness membershipsinvestment opportunitiesdeposit productsNotary Public servicesbank/credit union policies

Soft Skills

interpersonal skillscommunication skillsempathyattention to detailtime managementorganizational skillsteamworkadaptabilitycoachingconsultative conversations

Certifications

high school diplomaG.E.D. equivalentNotary Public certification