Member Relationship & Financial Wellness Advisor

Park Community Credit Union; Lexington (KY); On-site; USD 36,000 - 54,000; Full time

Job summary

Park Community Credit Union in Kentucky seeks a Financial Relationship Advisor I to support members with credit union needs, explain services, open accounts, process teller transactions, and assist with lending while ensuring policy compliance.

You will build lasting member relationships, promote financial wellness through personalized advice, and collaborate with other teams to provide solutions; prior cash handling and MS Office skills preferred.

Qualifications

• One year to three years of similar or related experience.
• A high school education or GED.
• Service oriented and member-focused.
• Detail oriented, organized and resourceful.
• Learner mindset; adaptable to change.
• Cash-handling experience preferred.
• Proficient with MS Office (Word, Excel, PowerPoint); Internet and Email.

Responsibilities

• Greet all visitors in a friendly, sincere manner and assist members professionally.
• Act as an advocate for members in the branch and on the phone.
• Build relationships with members and offer sound advice to help financial wellness.
• Develop and maintain strong member relationships through proactive follow up.
• Assist members with navigating and adopting digital technology.
• Process teller transactions and open/close accounts.
• Assist member lending needs, including educating and submitting loan applications.
• Maintain knowledge of credit union policies and ensure compliance.

Skills

Customer service

Cash handling

Communication skills

Problem solving

Detail oriented

Adaptability

Education

High school diploma or GED

Tools

MS Office

Word

Excel

PowerPoint

Email

Internet

Job description

Park Community Credit Union in Kentucky seeks a Financial Relationship Advisor I to support members with credit union needs, explain services, open accounts, process teller transactions, and assist with lending while ensuring policy compliance.

You will build lasting member relationships, promote financial wellness through personalized advice, and collaborate with other teams to provide solutions; prior cash handling and MS Office skills preferred.