Member Financial Wellness Advisor

Park Community Credit Union; Louisville (KY); On-site; USD 32,000 - 52,000; Full time

Job summary

Park Community Credit Union in Louisville, KY seeks a Financial Relationship Advisor I to assist current and potential members with credit union needs, explain services, set up new accounts, resolve issues, and guide members to the right teams.

The role emphasizes building lasting relationships, helping members achieve financial wellness with personalized advice and solutions; duties include teller transactions, opening/closing accounts, supporting lending needs, and ensuring compliance with

Qualifications

• High school diploma or GED required.
• Minimum 1–3 years in financial services or customer-facing roles.
• Ability to open/close accounts, explain services, and resolve member issues.
• Strong communication, problem-solving and interpersonal skills.

Responsibilities

• Greet visitors and assist members professionally.
• Advocate for members in the branch and on the phone.
• Build relationships with members, identify opportunities, and offer solutions.
• Develop and maintain strong member relationships through proactive follow-up.
• Assist members with navigating digital technology.
• Establish and maintain productive working relationships with members.
• Collaborate with partners to provide financial solutions.
• Maintain knowledge of and adhere to credit union policies and regulations.
• Process teller transactions and open/close accounts.
• Assist with lending needs, including loan applications and documentation.
• Maintain records and perform account maintenance.
• Escalate issues beyond authority when needed.
• Achieve individual goals and support branch objectives.
• Perform other duties as assigned.

Skills

Customer service

Relationship building

Communication skills

Problem solving

Cash handling

Education

High school diploma or GED

Tools

MS Office

Excel

PowerPoint

Internet

Email

Job description

Park Community Credit Union in Louisville, KY seeks a Financial Relationship Advisor I to assist current and potential members with credit union needs, explain services, set up new accounts, resolve issues, and guide members to the right teams.

The role emphasizes building lasting relationships, helping members achieve financial wellness with personalized advice and solutions; duties include teller transactions, opening/closing accounts, supporting lending needs, and ensuring compliance with