Branch Financial Wellness Advisor

Achieva Credit Union; Naples (FL); On-site; USD 38,000 - 54,000; Full time

Job summary

Achieva Credit Union in Naples, Florida seeks a Branch Advisor to deliver exceptional financial services and foster strong member relationships.

You will engage members in financial wellness conversations, cross-sell products, process teller transactions, open basic accounts, and support daily branch operations. This role requires excellent communication, attention to detail, teamwork, and flexibility to work evenings and weekends.

Qualifications

• High school diploma, GED or equivalent.
• Additional education in finance or business is a plus.
• Excellent communication and people skills required.

Responsibilities

• Cross-sell products and services to members.
• Process teller transactions accurately.
• Maintain and update member accounts.
• Open basic consumer accounts and handle required documentation.
• Oversee branch operations and security standards.
• Participate in evening and weekend shifts.
• Represent the credit union professionally in the community.

Skills

Excellent communication

People skills

Multitasking

Attention to detail

Teamwork

Customer service

MS Office proficiency

Banking software

Education

High school diploma / GED

Finance or business education

Tools

Banking software

Computer systems

Microsoft Office

Job description

Achieva Credit Union in Naples, Florida seeks a Branch Advisor to deliver exceptional financial services and foster strong member relationships.

You will engage members in financial wellness conversations, cross-sell products, process teller transactions, open basic accounts, and support daily branch operations. This role requires excellent communication, attention to detail, teamwork, and flexibility to work evenings and weekends.