Financial Services Consultant 1- Talent Pool

Description

Job Summary :

Candidates hired into this role will begin their Sunward journey at a designated Talent Pool location, where they will receive training and gain hands-on experience for a minimum of six months. After this initial training period, individuals may be reassigned to other branch locations based on business needs and position availability. This structure provides a great opportunity to grow with the organization, build flexibility, and expand your impact across multiple teams.

This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.

Essential Job Duties :

Teller Duties

• Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
• Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records.
• Balances cash drawers at the beginning and end of shifts to ensure accuracy
• Balances cash drawer and other transactions correctly and according to standard operating procedures
• Issues cashier's checks, money orders, and bank drafts
• Verifies and reconcile daily transactions to maintain accurate records
• Proactively educates members of our products and services

Member Service Duties :

Financial Sales Duties :

Requirements

Required Skills / Abilities :

Knowledge :

Education and Experience :

Physical Requirements :

Prolonged periods of sitting at a desk and working on a computer.

Needs to be flexible with schedule to meet the needs of the organization and membership.

Must be able to lift 20 pounds at times.

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