Member Relationship Advisor - On-site Growth & Benefits

Addition Financial Credit Union; Florida; On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401k with profit sharing

Medical, dental and vision coverage

Tuition assistance

Paid vacation and sick leave

Paid parental leave

Major holidays off

Loan rate discounts

Disability and life insurance

Job summary

Addition Financial Credit Union in Lake Mary, FL, is seeking a Relationship Advisor for our on-site Contact Center. You will engage with members by phone to assess financial needs and provide tailored solutions, while supporting world-class service standards.

You will contribute to sales goals, learn our lending and account products, and participate in coaching and training to enhance knowledge and performance. This role emphasizes service excellence and member satisfaction.

Qualifications

• High school diploma or GED required.
• 1-2 years of customer/member services experience.
• Knowledge of cross-selling and banking products helpful.

Responsibilities

• Handle member calls to determine needs and offer solutions.
• Educate members on products and services and cross-sell when appropriate.
• Meet or exceed sales and quality targets while following policies.

Skills

Customer service

Communication skills

Cross-selling

Telephone support

Education

High school diploma or GED

Job description

Addition Financial Credit Union in Lake Mary, FL, is seeking a Relationship Advisor for our on-site Contact Center. You will engage with members by phone to assess financial needs and provide tailored solutions, while supporting world-class service standards.

You will contribute to sales goals, learn our lending and account products, and participate in coaching and training to enhance knowledge and performance. This role emphasizes service excellence and member satisfaction.