Member Experience & Relationship Advisor

Addition Financial Credit Union; Orlando, Northern (FL, KY); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

401k with profit sharing

Medical, dental and vision

Tuition assistance

Paid time off

Federal holidays off

Banking discounts

Job summary

Addition Financial Credit Union in Orlando is seeking a Relationship Advisor to actively engage members and promote credit union products. The role requires delivering personalized service and driving member and deposit growth while handling transactions and inquiries.

This full-time, on-site position emphasizes relationship building, knowledge of core banking systems, and driving excellent member experiences across branches.

Qualifications

• High school diploma or equivalent required.
• 1+ year of experience in sales or member service.
• Strong service mindset and willingness to learn.

Responsibilities

• Cultivate strong relationships with members to understand financial needs and promote products.
• Deliver exceptional member experience with personalized service and timely responses.
• Identify opportunities to grow membership and deposits.

Skills

Customer service

Relationship building

Sales

Communication

Education

High School Diploma

Tools

Symitar/Epysis

Synapsys

Meridian Link

OpenClose

Job description

Addition Financial Credit Union in Orlando is seeking a Relationship Advisor to actively engage members and promote credit union products. The role requires delivering personalized service and driving member and deposit growth while handling transactions and inquiries.

This full-time, on-site position emphasizes relationship building, knowledge of core banking systems, and driving excellent member experiences across branches.