Member Relationship Advocate

Addition Financial Credit Union; Orlando (FL); Hybrid; USD 21,000 - 26,000; Part time

Benefits offered by this job

401k with profit sharing

Medical, dental and vision coverage

Tuition assistance

Paid vacation and sick time

Parental leave

Paid holidays

Credit union member discounts

Job summary

Addition Financial Credit Union is seeking a Relationship Advisor to build strong member relationships, promote financial solutions, and educate members about digital tools and services. The role emphasizes service excellence, integrity, and community impact.

The position supports member engagement across in-person, phone, and digital channels, with a focus on personalized guidance, cross-selling appropriate products, and sustaining high service standards in a branch setting.

Qualifications

• Minimum 1+ years of experience in a sales or member service role and cash handling.
• Service-oriented mindset with exceptional guest experience.
• Willingness to learn, improve and teach others.
• Excellent listening, verbal, and written communication skills.
• Outgoing personality with a strong desire to assist members.
• Ability to process transactions accurately and courteously.

Responsibilities

• Cultivate strong relationships with members to understand financial needs and promote products.
• Deliver exceptional member experience with personalized service.
• Identify opportunities to expand membership.
• Drive deposit growth through relationship-building and guidance.
• Help prevent fraud and contribute to branch operational efficiency.
• Collaborate with the team on branch tasks and member outreach.

Skills

Customer service

Sales experience

Cash handling

Communication skills

Relationship building

Team player

Education

High school diploma or equivalent

Tools

Symitar/Epysis

Synapsys

Meridian Link

OpenClose

Job description

Addition Financial Credit Union is seeking a Relationship Advisor to build strong member relationships, promote financial solutions, and educate members about digital tools and services. The role emphasizes service excellence, integrity, and community impact.

The position supports member engagement across in-person, phone, and digital channels, with a focus on personalized guidance, cross-selling appropriate products, and sustaining high service standards in a branch setting.