Branch Advisor

Achieva Credit Union; Palm Harbor (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Achieva Credit Union is seeking a Branch Advisor to deliver exceptional financial services and build strong member relationships in a busy Palm Harbor branch. The role emphasizes cross-selling, processing teller transactions, and account maintenance while supporting branch operations.

Ideal candidates will possess strong communication, multitasking, and customer service skills, with comfort using banking software and Microsoft Office.

Qualifications

• High school diploma, GED or equivalent.
• Additional education in finance, business or related field is a plus.

Responsibilities

• Engage members in financial wellness conversations to uncover needs and recommend products.
• Deliver outstanding service in person and over the phone with a member-first approach.
• Demonstrate deep product knowledge to guide members through financial solutions.
• Utilize branch tools and sales processes to drive performance and member satisfaction.
• Cross-sell products and services to meet branch goals.
• Accurately process teller transactions and account maintenance requests.

Skills

Communication

People skills

Professional appearance

Multitasking

Adaptability

Banking software

Microsoft Office

Attention to detail

Team collaboration

Customer service

Education

High school diploma

Finance or related field preferred

Tools

Banking software

Job description

Position Summary

The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned.

Position Summary

The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned.

Key Responsibilities

Member Engagement

• Serve as trusted advisor by engaging members in financial wellness conversations that uncover needs and lead to tailored product and service recommendations.
• Promote a member-first culture by consistently delivering outstanding service both in person and over the phone.
• Demonstrate deep product knowledge to confidently guide members through financial solutions that enhance their experience and value.
• Utilize Achieva’s RSS tools and sales processes to drive consistent performance and member satisfaction.

Sales Excellence

• Collaborate with branch leadership and team members to meet and exceed branch goals.
• Participate in planned initiatives for meeting the growth goals of the branch.
• Leverage tools such as Sugar and Coconut to support and track service and sales activities.

Member Accounts & Transactions

• Accurately process a wide range of teller transactions and account maintenance requests, ensuring compliance with all policies and procedures.
• Open basic accounts for new and existing members, offering relevant ancillary products and ensuring delivery of all regulatory documentation is provided.

Branch Operations

• Take ownership of branch opening and closing procedures, maintaining operational readiness and security standards throughout the day.
• Work closely with branch leadership to identify opportunities for improvement and contribute to a positive, high-performing team culture.
• Stay informed and adaptable to evolving tools, processes and member needs to ensure continues personal and professional growth.

Organizational Engagement

• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold the highest ethical standards in all interactions and responsibilities.
• Support leadership initiatives that position the credit union as a top employer.
• Take initiative to perform other essential functions as needed to support the team.
• Be available to work evenings and weekends to meet member and business demands.

Requirements

Education and Experience

• High school diploma, GED or equivalent.
• Additional education in finance, business or related field is a plus.

Certifications

• None

Skills And Attributes

• Excellent communication and people skills to effectively interact with members and team members,
• Professional appearance required.
• Strong multitasking abilities, prioritization skills, and adaptability in a fast-paced environment.
• Proficiency in using banking software, computer systems, and Microsoft Office Suite.
• Strong attention to detail and committed to maintaining accurate records and transactions.
• Ability to uphold the credit union’s values and foster a positive work environment.
• Proven ability to work collaboratively with other departments and teams to achieve organizational goals.
• Strong commitment to fostering a member-centric culture with strong emphasis on delivering excellent customer service.
• Ability to participate in branch activities, financial literacy presentations, and community events for branch awareness.

Physical Demands & Work Environment

Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

This role primarily operates in-person in an office environment. On occasion, this position may require occasional travel to other Achieva offices or events. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position may require extended periods of sitting or standing and occasional light lifting (up to 25 pounds) may be required.

EEO Statement

Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.

A Note to Recruiting Partners: We appreciate your interest in partnering with Achieva Credit Union! Our People Team manages recruiting directly for our open positions. If we need additional recruiting support, we’ll reach out to our trusted partners directly. We kindly ask that agencies refrain from unsolicited calls, emails, resumes, or candidate submissions. Thank you for understanding and respecting our process!