Member Financial Wellness Advisor

Park Community Credit Union; Louisville (KY); On-site; USD 36,000 - 48,000; Full time

Job summary

Park Community Credit Union in Louisville, KY seeks a Financial Relationship Advisor I to assist members with accounts, explain services, and provide personalized financial guidance. You will process teller transactions, support lending, and help members achieve financial wellness through proactive service and product recommendations.

The role emphasizes building lasting member relationships, adopting digital tools, and collaborating with other teams to meet financial goals while maintaining

Qualifications

• Experience: 1–3 years in similar or related roles.
• Education: High school diploma or GED.
• Interpersonal skills: diplomacy, tact, confidentiality while interacting with members.
• Other skills: service oriented, detail oriented, adaptable, problem solving.

Responsibilities

• Greet visitors and assist members professionally.
• Advocate for members in the branch and on the phone.
• Build relationships and identify member needs to offer products and solutions.
• Follow up with members to ensure financial wellness.
• Assist members with navigating digital technology.
• Process teller transactions and account openings/closes.
• Support lending needs and loan processing as needed.
• Adhere to credit union policies and procedures and escalate issues as required.

Skills

Customer service

Cash handling

Sales & financial advice

MS Office

Communication

Education

High school diploma or GED

Tools

MS Office

Branch software

Job description

Park Community Credit Union in Louisville, KY seeks a Financial Relationship Advisor I to assist members with accounts, explain services, and provide personalized financial guidance. You will process teller transactions, support lending, and help members achieve financial wellness through proactive service and product recommendations.

The role emphasizes building lasting member relationships, adopting digital tools, and collaborating with other teams to meet financial goals while maintaining