Member Experience Advisor – Financial Services

Addition Financial Credit Union; Orlando (FL); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

401k with profit sharing

Medical, dental & vision coverage

Tuition assistance

Job summary

Addition Financial Credit Union is seeking a Relationship Advisor for a full-time, on-site role in South Orlando. You will engage members, promote products, and deliver exceptional service to help members reach their financial goals.

Responsibilities include driving deposit and membership growth, processing transactions, and collaborating with branch teams to ensure a smooth member experience. A high school diploma and 1+ years in sales or member services are required; we value a service-minded,

Qualifications

• Service-oriented mindset and commitment to exceeding expectations.
• Excellent listening, verbal and written communication skills.
• Genuine willingness to learn, improve and teach others.
• Ability to build relationships with people across diverse backgrounds.

Responsibilities

• Engage members to understand financial needs and promote products.
• Deliver an exceptional member experience with personalized service.
• Drive membership and deposit growth through proactive outreach.
• Process transactions accurately and efficiently (deposits, transfers, withdrawals, loan payments).
• Collaborate with branch teams to support daily operations and resolve teller issues.
• Stay informed about Addition Financial products and financial trends.

Skills

Customer service

Communication skills

Relationship building

People-oriented

Education

High School diploma or equivalent

Tools

Symitar/Epysis

Synapsys

Meridian Link

OpenClose

Job description

Addition Financial Credit Union is seeking a Relationship Advisor for a full-time, on-site role in South Orlando. You will engage members, promote products, and deliver exceptional service to help members reach their financial goals.

Responsibilities include driving deposit and membership growth, processing transactions, and collaborating with branch teams to ensure a smooth member experience. A high school diploma and 1+ years in sales or member services are required; we value a service-minded,