Member-First Branch Advisor

Achieva Credit Union; Palm Harbor (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Achieva Credit Union is seeking a Branch Advisor to deliver exceptional financial services and build strong member relationships in a busy Palm Harbor branch. The role emphasizes cross-selling, processing teller transactions, and account maintenance while supporting branch operations.

Ideal candidates will possess strong communication, multitasking, and customer service skills, with comfort using banking software and Microsoft Office.

Qualifications

• High school diploma, GED or equivalent.
• Additional education in finance, business or related field is a plus.

Responsibilities

• Engage members in financial wellness conversations to uncover needs and recommend products.
• Deliver outstanding service in person and over the phone with a member-first approach.
• Demonstrate deep product knowledge to guide members through financial solutions.
• Utilize branch tools and sales processes to drive performance and member satisfaction.
• Cross-sell products and services to meet branch goals.
• Accurately process teller transactions and account maintenance requests.

Skills

Communication

People skills

Professional appearance

Multitasking

Adaptability

Banking software

Microsoft Office

Attention to detail

Team collaboration

Customer service

Education

High school diploma

Finance or related field preferred

Tools

Banking software

Job description

Achieva Credit Union is seeking a Branch Advisor to deliver exceptional financial services and build strong member relationships in a busy Palm Harbor branch. The role emphasizes cross-selling, processing teller transactions, and account maintenance while supporting branch operations.

Ideal candidates will possess strong communication, multitasking, and customer service skills, with comfort using banking software and Microsoft Office.