Member-Centric Branch Banking Advisor

Achieva Credit Union; Lehigh Acres (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Achieva Credit Union in Florida is seeking a Branch Advisor to deliver exceptional service and build trusted relationships with members. You will handle teller transactions, open basic accounts, and promote appropriate products with a member-first approach.

This role emphasizes engagement, accuracy, and teamwork in a fast-paced branch. You’ll use Achieva tools to track activity, support branch goals, and participate in community events, evenings, and weekends as needed.

Qualifications

• High school diploma or GED; finance knowledge a plus.
• Basic banking operations and regulatory documentation familiarity.
• Strong communication and customer service mindset.

Responsibilities

• Engage members with financial wellness conversations.
• Deliver outstanding service in person and by phone.
• Suggest tailored financial solutions to members.
• Operate Achieva RSS tools and sales processes.
• Support branch goals and initiatives.
• Attend community events for branch awareness.
• Collaborate with team to ensure smooth branch operations.

Skills

Communication

People skills

Multitasking

Attention to detail

Banking software

Microsoft Office

Teamwork

Customer service

Education

High school diploma or GED

Job description

Achieva Credit Union in Florida is seeking a Branch Advisor to deliver exceptional service and build trusted relationships with members. You will handle teller transactions, open basic accounts, and promote appropriate products with a member-first approach.

This role emphasizes engagement, accuracy, and teamwork in a fast-paced branch. You’ll use Achieva tools to track activity, support branch goals, and participate in community events, evenings, and weekends as needed.