Financial Services Professional

2 months ago

Farmington, New Mexico, United States Sandia Laboratory Federal Credit Union Full time
Job Summary

This role is a front-line member-facing position that handles daily financial transactions, analyzes members' 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.

Key Responsibilities
  • Teller Duties
    • Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
    • Processes various transactions and answers member account inquiries. Posts transactions to members' accounts and maintains 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 reconciles daily transactions to maintain accurate records
    • Proactively educates members about our products and services
  • Member Service Duties
    • Resolves any issues and problems faced by members, providing timely and regular updates
    • Maintains a high level of professionalism and confidentiality in all member interactions
    • Assists members with the following:
    • Deposit Accounts: Opening, closing, maintaining accounts, and certificate of deposit
    • Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals
    • Deposit Services: Safe deposit boxes, direct deposits, and payroll distributions, ATM/check card orders, pin numbers, and notary services
    • Loans: Credit card, loans, and bill payments
    • Business Accounts: Open DBA, sole-proprietor, LLC's, and corporations
    • IRA and Fiduciary transactions
    • Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures
    • Reports unusual or suspicious activity in writing to the Risk, Legal, and Compliance Department
    • Completes Currency Transaction Reports (CTRs) and submits them to the designated internal department for quality control in a proper and timely manner
    • Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations
    • Performs other duties as assigned
  • Financial Sales Duties
    • Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions
    • Engages with members to understand their financial situations and short-term and long-term financial objectives
    • Performs consultative selling to offer personalized products to members to help them achieve their financial goals
    • Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage, and Business Lending, to provide comprehensive financial guidance
    • Promotes financial products and services that are suitable for members based on their needs
    • Identifies opportunities for account and membership growth and cross-selling additional products or services
    • Maintains knowledge around products and services offered
    Requirements
    • Excellent interpersonal and communication skills
    • Excellent organizational skills and attention to detail
    • Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication
    • Strong verbal/written communication skills
    • Adaptability and willingness to learn new skills and technologies
    • Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
    Knowledge and Education
    • Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits
    • Minimum one year experience in the financial industry or consultative sales role or related experience
    • Minimum high school diploma, or more than one year of related 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.

Salary

$20-$22 (Depending on Experience)

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