Member Relationship & Financial Wellness Advisor - On-Site

Park Community Credit Union Foundation; Lexington (KY); On-site; USD 67,906,000 - 69,887,000; Full time

Job summary

Park Community Credit Union in Lexington, KY is seeking a Financial Relationship Advisor I to assist members with credit union needs, open new accounts, and guide them toward financial wellness. The role emphasizes building relationships, providing personalized advice, processing teller transactions, and supporting lending needs while ensuring compliance with policies.

Ideal candidates have 1–3 years of related experience, a high school diploma or GED, and strong communication skills;

Qualifications

• High school diploma or GED required.
• 1–3 years of related experience.
• Excellent communication and customer service skills.

Responsibilities

• Greet visitors and assist members professionally.
• Advise members and address needs with sound financial solutions.
• Open/close accounts and process teller transactions.
• Assist with lending needs and loan documentation.
• Maintain knowledge of current products and policies.
• Ensure accuracy and adhere to procedures.
• Collaborate with internal teams to resolve member issues.

Skills

Customer service

Cash handling

MS Office

Communication

Education

High school diploma or GED

Tools

MS Office

Job description

Park Community Credit Union in Lexington, KY is seeking a Financial Relationship Advisor I to assist members with credit union needs, open new accounts, and guide them toward financial wellness. The role emphasizes building relationships, providing personalized advice, processing teller transactions, and supporting lending needs while ensuring compliance with policies.

Ideal candidates have 1–3 years of related experience, a high school diploma or GED, and strong communication skills;