Member Relationship & Financial Wellness Advisor

Park Community Credit Union Foundation; Louisville (KY); On-site; USD 67,905,000 - 69,887,000; Full time

Job summary

Park Community Credit Union Foundation in Louisville seeks a Financial Relationship Advisor to greet members, explain services, open accounts and guide them toward suitable financial solutions while ensuring compliance.

You will build lasting relationships, assist with lending needs, process teller transactions, and help members navigate digital tools, all while delivering accurate, friendly service as part of a collaborative team.

Qualifications

• One to three years of related financial service experience.
• High school diploma or GED required.
• Strong customer service and relationship-building skills.

Responsibilities

• Greet members and assist with service needs.
• Open/close accounts and process teller transactions.
• Advise on products and solutions to help meet financial goals.
• Assist members with digital banking tools and online services.
• Collaborate with other teams to fulfill member needs.

Skills

Customer service

Relationship building

Problem solving

Office software

Cash handling

Education

High school diploma or GED

Tools

MS Office (Word, Excel, PowerPoint)

Job description

Park Community Credit Union Foundation in Louisville seeks a Financial Relationship Advisor to greet members, explain services, open accounts and guide them toward suitable financial solutions while ensuring compliance.

You will build lasting relationships, assist with lending needs, process teller transactions, and help members navigate digital tools, all while delivering accurate, friendly service as part of a collaborative team.