Bilingual Branch Advisor — Financial Wellness & Service

Achieva Credit Union; Lehigh Acres (FL); On-site; USD 30,000 - 38,000; Full time

Job summary

Achieva Credit Union is seeking a Branch Advisor in Lehigh Acres, FL to deliver outstanding financial services and build lasting member relationships.

You will cross-sell products, process teller transactions, and manage account maintenance while supporting branch goals and service excellence. The role requires high school diploma, strong communication, and proficiency with banking software. Evening and weekend availability is expected.

Qualifications

• High school diploma or GED required; additional finance related studies are a plus.
• Proficiency with banking software and Microsoft Office is expected.
• Strong communication and customer service skills are essential.

Responsibilities

• Serve as trusted advisor by engaging members in financial wellness conversations and recommend products and services.
• Promote a member-first culture with exceptional service in person and over the phone.
• Demonstrate deep product knowledge to guide members through financial solutions.
• Utilize RSS tools and sales processes to drive performance and satisfaction.
• Collaborate with branch leadership to meet and exceed branch goals.
• Represent the credit union professionally in all interactions.

Skills

Excellent communication

Multitasking

Banking software

Microsoft Office

Attention to detail

Team collaboration

Education

High school diploma or GED

Finance/business education (plus)

Tools

Sugar

Coconut

Job description

Achieva Credit Union is seeking a Branch Advisor in Lehigh Acres, FL to deliver outstanding financial services and build lasting member relationships.

You will cross-sell products, process teller transactions, and manage account maintenance while supporting branch goals and service excellence. The role requires high school diploma, strong communication, and proficiency with banking software. Evening and weekend availability is expected.