drjobs Member Advisor - Teller

Member Advisor - Teller

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1 Vacancy
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Job Location drjobs

San Antonio - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

JOIN Soarion Credit Union in 2025!!

We take care of our people: Joining Soarion Credit Union is the career move to make in 2025! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee as well as a GENEROUSPaid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!

Role:

Our 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 offers Soarion Credit Union products and services to fulfill our members needs.

Work Location:

This is an onsite position in San Antonio.

What you will be doing:

  • Strengthens relationships with members through facetoface or phone conversations to crosssell and upsell 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 valueadded 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 IRAs HSAs 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 Soarion Credit Union procedures to safeguard members and employees.
  • Provides back up to all other employees as needed.
  • Performs all other duties as required.

What youll bring along:

  • Must have a High School Diploma or equivalency.
  • 6 months teller duty experience.
  • 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.


We are Committed to Equal Opportunity.

Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race religion ethnicity national origin citizenship gender gender identity sexual orientation age veteran status disability genetic information or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment.

Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform jobrelated duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability please contact our Human Resources team at


Required Experience:

Unclear Seniority

Employment Type

Full-Time

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