Member Relationship Advisor – Financial Wellness

Park-Community-Credit-Union; Lexington (KY); On-site; USD 35,000 - 50,000; Full time

Job summary

Park Community Credit Union in Lexington, KY seeks a Financial Relationship Advisor I to support members with credit union needs, explain services, open accounts, and guide financial wellness with personalized advice.

The role includes teller duties, assisting with lending, and ensuring compliance with policies while delivering friendly, professional service to build lasting member relationships.

Qualifications

• Experience in customer-focused roles preferred.
• Excellent interpersonal and communication skills.
• Detail oriented with ability to handle multiple tasks.
• Cash-handling or teller experience is a plus.

Responsibilities

• Greet visitors and assist members professionally.
• Advocate for members in branch and on the phone.
• Build relationships and identify opportunities to assist members.
• Recommend products and solutions to meet financial needs.
• Process teller transactions and open/close accounts.
• Assist with lending needs and loan processing.
• Maintain adherence to policies, procedures, and security.

Skills

Customer service

Relationship building

Communication

Problem solving

MS Office

Tech savviness

Education

High school diploma or GED

Tools

MS Office Suite

Internet

Email

Job description

Park Community Credit Union in Lexington, KY seeks a Financial Relationship Advisor I to support members with credit union needs, explain services, open accounts, and guide financial wellness with personalized advice.

The role includes teller duties, assisting with lending, and ensuring compliance with policies while delivering friendly, professional service to build lasting member relationships.