Member-First Branch Advisor

Achieva Credit Union; Estero (FL); On-site; USD 25,000 - 30,000; Full time

Job summary

Achieva Credit Union in Estero, FL seeks a Branch Advisor to deliver exceptional financial services and foster strong member relationships. The role emphasizes cross-selling, processing teller transactions, maintaining accounts, and opening basic consumer accounts within a busy branch environment.

You will support branch operations, work with leadership to improve performance, and stay current with tools and processes while providing high-quality service to members, including evenings and

Qualifications

• High school diploma or GED required.
• Experience with banking software and customer service preferred.
• Additional finance/business coursework is a plus.

Responsibilities

• Cross-sell products and services to members.
• Process teller transactions accurately and maintain accounts.
• Open basic consumer accounts and ensure regulatory documents are provided.
• Handle branch operations and support leadership initiatives.
• Represent the credit union professionally in all member interactions.
• Be available to work evenings and weekends as required.

Skills

Excellent communication

People skills

Multitasking

Attention to detail

Banking software

Microsoft Office

Customer service

Team collaboration

Professional appearance

Education

High school diploma

Finance education

Tools

Banking software

Microsoft Office

Job description

Achieva Credit Union in Estero, FL seeks a Branch Advisor to deliver exceptional financial services and foster strong member relationships. The role emphasizes cross-selling, processing teller transactions, maintaining accounts, and opening basic consumer accounts within a busy branch environment.

You will support branch operations, work with leadership to improve performance, and stay current with tools and processes while providing high-quality service to members, including evenings and