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Financial Consultant

Financial Consultant

Financial Consultant

Cy-FairFederal Credit Union - Houston, TX
Houston, TX 77065


High school or equivalent (Preferred)
Banking: 1 year (Preferred)

Job details

Job Type

- Full-time

Financial Consultant/ Bilingual preferred

The primary role of this position is to provide member services, products and business practices so that we unlock and cultivate our members' financial future. To achieve this mission, the position must deliver high quality service to both internal and external members. A key element to this service delivery is to identify the member's financial needed recommend the most suitable solution for the member. To assist members with their financial needs, including but not limited to opening new accounts; answering inquiries regarding products and services; and related responsibilities and duties.

Essential Functions & Responsibilities:

Assists members or potential members with various financial needs including, but not limited to, answering questions about all products and services and resolving problems within guidelines and authority limits; opens new accounts, including savings, checking, certificate accounts and IRAs. Prepares and/or reviews all documentation for completeness and accuracy.

Identifies cross-sell opportunities and cross-sells products/services to members.

Takes member loan applications and prepares them for review by the Loan Consultants.

Processes all file maintenance needs in a timely and accurate manner. Keeps apprised of current compliance rules and regulations, training sessions or webinars as they are available or as assigned by management.

Replaces ATM/debit cards and researches any problems members may have with their cards. Processes research requests of members.

Back-up filing as needed and other duties as assigned.

This Job Description is not a complete statement of all duties and responsibilities comprising this position.


Job Type: Full-time

Pay: $17.00 - $19.00 per hour


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Tuition reimbursement
  • Vision insurance


  • Monday to Friday
  • Weekend availability


  • High school or equivalent (Preferred)


  • Banking: 1 year (Preferred)

Work Location: One location

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: 29.913048:-95.58554

• Post ID: 21871078

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