Financial Wellness & Member Relations Advisor

Park Community Credit Union; Lexington (KY); On-site; USD 34,000 - 54,000; Full time

Job summary

Park Community Credit Union in Lexington, KY is seeking a Financial Relationship Advisor I to welcome members, explain services, and help open and close accounts while guiding lending needs with personalized advice.

You will build lasting member relationships, promote financial wellness, assist with digital banking, process teller transactions, and ensure compliance with credit union policies. This role emphasizes teamwork, trust, and delivering accurate, friendly service daily.

Qualifications

• Customer service experience in a financial setting.
• Ability to resolve member issues diplomatically.
• Proficient with common computer tools and online banking.
• Experience with Office software (Word, Excel, PowerPoint).
• Experience handling cash and teller transactions.

Responsibilities

• Greet all visitors in a friendly, sincere manner and assist members professionally.
• Act as an advocate for members in the branch and on the phone.
• Build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
• Develop and maintain strong member relationships through proactive follow up and actively identify members’ needs to recommend appropriate products, services, and solutions.
• Assist members with navigating and adopting existing and new digital technology.
• Establish and maintain strong, positive, and productive working relationships with internal and external members.
• Actively collaborate with partners in other lines of business to provide solutions to meet members’ financial needs and goals.
• Maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member’s financial needs.
• Process teller transactions and open and close accounts, including general membership, custodial, etc.
• Perform account maintenance, maintain and update records.
• Assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
• Focus on accuracy in all areas, ensuring errors/corrections are minimal.
• Maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
• Keep manager informed of any issues that may arise.
• While acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
• Achieve individual goals and contribute to branch and organizational objectives.
• Performs other duties as assigned.

Skills

Customer service

Conflict resolution

Tech savvy

MS Office

Cash handling

Education

High school diploma or GED

Tools

MS Office Suite

Word

Excel

PowerPoint

Internet

Email

Job description

Park Community Credit Union in Lexington, KY is seeking a Financial Relationship Advisor I to welcome members, explain services, and help open and close accounts while guiding lending needs with personalized advice.

You will build lasting member relationships, promote financial wellness, assist with digital banking, process teller transactions, and ensure compliance with credit union policies. This role emphasizes teamwork, trust, and delivering accurate, friendly service daily.