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Senior Member Advisor
affcu San Antonio, TX
$31k-38k (estimate)
Full Time | Banking 11 Months Ago
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affcu is Hiring a Senior Member Advisor Near San Antonio, TX

JOIN AFFCU in 2023!!

We take care of our people: Joining AFFCU is the career move to make in 2023! AFFCU offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

Our Senior Member Advisors will process teller transactions, open new membership accounts, complete consumer loan applications and provide general account information and support the overall operations of the financial center. They identify members' financial needs and offer AFFCU products and services to fulfill our members' needs. Additionally, they serve as subject matter experts and support development of the member advisors. 

What you will be doing:

  • Coaches, develops, and mentors member advisors; assists with work schedules; and monitors member advisor performance as needed. 
  • Monitors Financial Center operations to ensure that security procedures are being followed and that appropriate steps are taken to correct unsatisfactory conditions. 
  • Strengthens relationships with members through face-to-face or phone conversations to cross-sell and up-sell credit union products and services that meet identified needs and maximize retention. 
  • Processes teller transactions, opens new membership accounts, completes consumer loan applications and provides general account information and supports the overall operations of the branch. 
  • Provides exemplary member experience that meets and exceeds our members' expectations. Ensures that members are acknowledged appropriately and transactions are processed accurately and professionally. 
  • Establishes value-added relationships with members, to understand their financial needs and to offer solutions for those needs. Solution methods include identifying a solution, explaining, in detail, the benefits of products and services.
  • Accurately processes financial transactions to include, but not limited to accepting and posting deposits and payments, cashing checks, making transfers, loan and visa advances, counting coins, wire transfers, redeeming bonds, selling travelers' checks and money orders, and prepares and processes account maintenance. 
  • Opens and maintenance accounts to include share, checking, money market, certificates of deposit, IRA's, HSA's, or business accounts.
  • Processes consumer loan applications according to Credit Union and regulatory compliance guidelines. 
  • Provides members with general account information regarding their account balances and transactions performed. 
  • Maintains a balanced cash drawer. 
  • Observes suspicious behavior and reports any such activity to a Supervisor or security personnel. In the event of a robbery, remains calm and follows AAFCU procedures to safeguard members and employees. 
  • Provides back up to all other employees as needed. 
  • Performs all other duties as required. 

What you'll bring along:

  • Must have a High School Diploma or equivalency.
  • Meridian experience preferred. 
  • Symitar experience preferred. 
  • 6 months cash handling experience preferred. 
  • Must know 10 key by touch.
  • Must be able to make routine arithmetic calculations quickly and accurately. 
  • Must be available to work overtime and Saturdays, as needed. 
  • Must be bondable. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$31k-38k (estimate)

POST DATE

05/24/2023

EXPIRATION DATE

06/29/2023

WEBSITE

goaffcu.com

HEADQUARTERS

SAN ANTONIO, TX

SIZE

100 - 200

FOUNDED

1952

TYPE

Private

CEO

SAM V FARACE JR

REVENUE

$10M - $50M

INDUSTRY

Banking

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About affcu

AFFCU is a credit union that offers banking and insurance products and services for individuals and businesses.

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