Member Financial Wellness Advisor

Park Community Credit Union; Louisville (KY); On-site; USD 36,000 - 60,000; Full time

Job summary

Park Community Credit Union in Kentucky is seeking a Financial Relationship Advisor I to support members with account setup, problem resolution, and financial guidance. You will process teller transactions, assist with lending needs, and navigate members through digital tools.

The role emphasizes building lasting relationships, providing personalized advice, and ensuring adherence to policies and regulatory requirements. Strong communication and service orientation are essential.

Qualifications

• One year to three years of related experience.
• A high school education or GED.
• Demonstrated ability to provide service and resolve member issues.

Responsibilities

• Greet visitors and assist members professionally.
• Advocate for members in-branch and over the phone.
• Build relationships with members and identify opportunities to assist with financial needs.
• Follow up to proactively identify member needs and recommend products and solutions.
• Assist members with digital tools and online banking.
• Process teller transactions and handle account openings/closes.
• Educate members on lending products and complete loan processes.
• Adhere to credit union policies, procedures, and regulations.

Skills

Customer service

Interpersonal skills

Problem solving

Tech savvy

Cash handling

MS Office

Education

High school diploma or GED

Tools

MS Office

Word

Excel

PowerPoint

Job description

Park Community Credit Union in Kentucky is seeking a Financial Relationship Advisor I to support members with account setup, problem resolution, and financial guidance. You will process teller transactions, assist with lending needs, and navigate members through digital tools.

The role emphasizes building lasting relationships, providing personalized advice, and ensuring adherence to policies and regulatory requirements. Strong communication and service orientation are essential.