Branch Advisor: Financial Wellness & Service

Achieva Credit Union; Largo (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Achieva Credit Union in Largo, FL seeks a Branch Advisor to deliver exceptional financial services and build lasting member relationships. You will handle teller transactions, account maintenance, and basic consumer accounts while supporting branch operations.

The role emphasizes cross-selling, product knowledge, and community engagement, including evenings and weekends as needed, with a focus on member-first service.

Qualifications

• High school diploma or equivalent required.
• Retail banking/teller experience preferred.
• Strong communication and interpersonal skills essential.

Responsibilities

• Process teller transactions and maintain accounts accurately.
• Engage members and promote banking products and services.
• Open basic consumer accounts and handle branch duties as needed.
• Support branch operations and contribute to team initiatives.

Skills

Excellent communication

Customer service

Multitasking

Banking software

Attention to detail

Education

High school diploma GED

Finance/business education (plus)

Tools

Banking software

Microsoft Office Suite

Computer systems

Job description

Achieva Credit Union in Largo, FL seeks a Branch Advisor to deliver exceptional financial services and build lasting member relationships. You will handle teller transactions, account maintenance, and basic consumer accounts while supporting branch operations.

The role emphasizes cross-selling, product knowledge, and community engagement, including evenings and weekends as needed, with a focus on member-first service.