Member Experience Advisor - Branch Banking

Banking for GOOD; Palm Harbor (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Achieva Credit Union in Florida is seeking a Branch Advisor who delivers financial services and builds strong member relationships. The role emphasizes cross-selling, processing teller transactions, account maintenance, and opening basic consumer accounts in a busy branch environment.

You will engage members with financial wellness conversations, apply product knowledge, and use our tools to track service and sales activities. The position requires in-person work with some evenings and weekends.

Qualifications

• Excellent communication and people skills to effectively interact with members and team members.
• Professional appearance and professional demeanor.
• Strong multitasking abilities and prioritization in a fast-paced environment.
• Proficiency in banking software, computer systems, and Microsoft Office.
• Strong attention to detail and commitment to accurate records.

Responsibilities

• Engage members in financial wellness conversations to uncover needs and tailor recommendations.
• Deliver outstanding service in person and over the phone.
• Demonstrate deep product knowledge to guide members through financial solutions.
• Cross-sell products and services to meet branch goals.
• Process teller transactions accurately and handle account maintenance.
• Open basic consumer accounts and ensure regulatory documentation is provided.
• Take ownership of branch opening/closing procedures and maintain security standards.

Skills

Communication skills

People skills

Professional appearance

Multitasking

Banking software proficiency

Microsoft Office

Attention to detail

Team collaboration

Education

High school diploma or GED

Finance/business education a plus

Tools

Banking software

Microsoft Office Suite

Job description

Achieva Credit Union in Florida is seeking a Branch Advisor who delivers financial services and builds strong member relationships. The role emphasizes cross-selling, processing teller transactions, account maintenance, and opening basic consumer accounts in a busy branch environment.

You will engage members with financial wellness conversations, apply product knowledge, and use our tools to track service and sales activities. The position requires in-person work with some evenings and weekends.