Member Experience & Banking Advisor

Banking for GOOD; East Naples (FL); On-site; USD 38,000 - 55,000; Full time

Job summary

Achieva Credit Union is seeking a Branch Advisor in Florida to deliver outstanding financial services and build strong member relationships. You will cross-sell products, assist with teller transactions, and manage basic account openings while supporting branch operations.

The role emphasizes member-first service, product knowledge, and collaboration with branch leadership to meet goals. Evening and weekend availability may be required to serve members and events.

Qualifications

• High school diploma or equivalent required.
• Additional education in finance, business or related field is a plus.

Responsibilities

• Engage members to provide financial wellness guidance and tailor product recommendations.
• Deliver excellent service in person and over the phone.
• Process teller transactions and account maintenance in compliance with policies.
• Open basic consumer accounts and assist with branch operations.

Skills

Financial wellness

Cross-selling

Customer service

Banking software

Microsoft Office

Education

High school diploma/GED

Tools

Banking software

Microsoft Office

Job description

Achieva Credit Union is seeking a Branch Advisor in Florida to deliver outstanding financial services and build strong member relationships. You will cross-sell products, assist with teller transactions, and manage basic account openings while supporting branch operations.

The role emphasizes member-first service, product knowledge, and collaboration with branch leadership to meet goals. Evening and weekend availability may be required to serve members and events.