Branch Financial Wellness Advisor

Park Community Credit Union Foundation; Lexington (KY); Presencial; USD 32 000 - 34 000; Tempo integral

Resumo da oferta

Park Community Credit Union in Lexington, KY is hiring a Financial Relationship Advisor to assist members with banking needs, open and close accounts, and process teller transactions on-site. You will guide members on credit union services, lend support, and help them navigate digital tools while maintaining high standards of service.

Ideal candidates have 1–3 years in financial services, a high school diploma, and strong communication skills to build lasting member relationships and promote

Qualificações

• One year to three years of related experience in financial services.
• High school diploma or GED.
• Strong customer service, communication, and problem-solving skills.

Responsabilidades

• Greet visitors and assist members professionally.
• Advocate for members in branch and on the phone.
• Build relationships and identify opportunities to assist with financial needs.
• Provide guidance on products, services, and digital tools.
• Process teller transactions and open/close accounts.
• Assist with lending needs and loan maintenance.
• Maintain knowledge of policies, procedures, and regulations.

Conhecimentos

Customer service

Communication

Relationship building

Problem solving

Adaptability

Learner mindset

Teamwork

Formação académica

High school diploma or GED

Ferramentas

MS Office

Internet

Email

Descrição da oferta de emprego

Park Community Credit Union in Lexington, KY is hiring a Financial Relationship Advisor to assist members with banking needs, open and close accounts, and process teller transactions on-site. You will guide members on credit union services, lend support, and help them navigate digital tools while maintaining high standards of service.

Ideal candidates have 1–3 years in financial services, a high school diploma, and strong communication skills to build lasting member relationships and promote