Member Financial Wellness Advisor

Park-Community-Credit-Union

Louisville (KY)

On-site

USD 42,000 - 55,000

Full time

10 days ago
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Job summary

Park Community Credit Union in Louisville, KY is hiring a Financial Relationship Advisor I to support members with credit union needs, open accounts, and guide them to the right services. You will build lasting relationships and provide personalized financial solutions to help members achieve wellness.

You will process teller transactions, assist with lending needs, and ensure compliance with policies. Strong communication and cash-handling experience are preferred in this role.

Qualifications

  • One year to three years of similar or related experience.
  • High school education or GED.
  • Strong interpersonal and communication skills with a focus on members.

Responsibilities

  • Greet visitors and assist members professionally.
  • Process teller transactions and open/close accounts.
  • Advise members on products and services to support financial wellness.
  • Develop and maintain member relationships and proactively identify needs.
  • Collaborate with internal teams to provide solutions and ensure compliance.

Skills

Customer service
Relationship building
Cash handling
Problem solving
Communication
Tech-savvy

Education

High school diploma or GED

Tools

MS Office
Word
Excel
PowerPoint

Job description

Park Community Credit Union in Louisville, KY is hiring a Financial Relationship Advisor I to support members with credit union needs, open accounts, and guide them to the right services. You will build lasting relationships and provide personalized financial solutions to help members achieve wellness.

You will process teller transactions, assist with lending needs, and ensure compliance with policies. Strong communication and cash-handling experience are preferred in this role.

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