Branch Advisor: Member Growth & Service

Achieva Credit Union; Sarasota (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Achieva Credit Union seeks a Branch Advisor to deliver exceptional financial services and build strong member relationships. You will engage members in financial wellness discussions, cross-sell products, and handle teller transactions while supporting branch operations.

This role requires a high school diploma and strong communication skills, with flexibility to work evenings and weekends as needed. Experience with banking software and MS Office is a plus.

Qualifications

• High school diploma or equivalent required.
• Additional education in finance or business is a plus.

Responsibilities

• Cross-sell products and services to members.
• Process teller transactions accurately and promptly.
• Open basic consumer accounts and maintain records.
• Assist with branch operations and opening/closing duties.
• Support multiple branches and travel to locations as needed.

Skills

Excellent communication

Professional appearance

Multitasking

Attention to detail

Banking software

Team collaboration

Customer service mindset

Education

High school diploma, GED or equivalent

Finance/Business related coursework

Tools

Banking software

Microsoft Office Suite

Job description

Achieva Credit Union seeks a Branch Advisor to deliver exceptional financial services and build strong member relationships. You will engage members in financial wellness discussions, cross-sell products, and handle teller transactions while supporting branch operations.

This role requires a high school diploma and strong communication skills, with flexibility to work evenings and weekends as needed. Experience with banking software and MS Office is a plus.