Member Banking & Wellness Advisor

Achieva Credit Union; Punta Gorda (FL); On-site; USD 22,000 - 30,000; Full time

Job summary

Achieva Credit Union in Punta Gorda, FL is seeking a Branch Advisor who delivers exceptional member service by cross-selling products, handling teller transactions, and maintaining accurate account records. You will open basic consumer accounts, support branch operations, and participate in community events to raise awareness of our financial solutions.

The role requires strong communication, teamwork, and a professional appearance.

Qualifications

• High school diploma or GED required.
• Experience in banking or financial services is a plus.
• Strong communication and interpersonal skills essential.
• Ability to work evenings and weekends as needed.

Responsibilities

• Deliver exceptional member service and engage members in financial wellness conversations.
• Cross-sell products and services based on member needs.
• Process teller transactions and maintain accurate account records.
• Open basic consumer accounts and ensure regulatory documentation is provided.
• Support branch operations and security standards.
• Collaborate with branch leadership to meet goals and participate in growth initiatives.
• Use Sugar and Coconut to track service and sales activities.

Skills

Excellent communication

People skills

Multitasking

Detail-oriented

Customer service

Team collaboration

Professional appearance

Education

High school diploma

Tools

Sugar

Coconut

Banking software

Job description

Achieva Credit Union in Punta Gorda, FL is seeking a Branch Advisor who delivers exceptional member service by cross-selling products, handling teller transactions, and maintaining accurate account records. You will open basic consumer accounts, support branch operations, and participate in community events to raise awareness of our financial solutions.

The role requires strong communication, teamwork, and a professional appearance.