Relationship Advisor Full-Time ( Hansell)

Addition Financial Credit Union; Thomasville (GA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

401k with profit-sharing contribution

Comprehensive medical, dental, and vision coverage

Tuition assistance

Job summary

Addition Financial Credit Union in Thomasville, Georgia is seeking a full-time Relationship Advisor to provide exceptional service, engage with members, and promote financial education. This role requires strong communication skills, a service-oriented mindset, and a commitment to fostering relationships.

The ideal candidate will have at least one year of sales or member service experience, a high school diploma, and proficiency in Microsoft Office. The position offers competitive benefits including 401k, comprehensive medical coverage, and tuition assistance.

Qualifications

• Minimum of 1+ years in a sales or member service role with cash handling experience.
• Excellent listening, verbal, and written communication skills.
• Outgoing personality with a strong desire to assist members.

Responsibilities

• Cultivate strong relationships with members to understand their financial needs.
• Deliver personalized and attentive service to foster positive relationships.
• Identify and pursue opportunities to expand the membership base.

Skills

Sales experience

Customer service orientation

Communication skills

Relationship building

Education

High School diploma

Tools

Microsoft Office

Credit union systems

Job description

Relationship Advisor Full-Time (Hansell)

Job Category: Retail Operations

Requisition Number: RELAT001375

• Full-Time
• On-site

Locations

Location: [City, State]

Description

We are Addition Financial, a member‑owned, not‑for‑profit financial cooperative offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits never drive us. Since 1937, we have focused on bringing financial success and education to everyone and making a positive impact in the lives of our members and the communities we serve. We are looking for people who want meaningful work, a heart for service, and a commitment to our mission. If that sounds like you, read on to learn more!

SUMMARY

Relationship Advisors (RAs) embody Addition Financial's mission and core values. They create unparalleled experiences for current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone, or through electronic communication. RAs promote financial education and success, identify member needs, teach them about our services, and continue to improve their lives through exceptional service delivery—all while demonstrating absolute integrity.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Member Engagement: Cultivate strong relationships with members to understand their financial needs and promote credit union products and services professionally.
• Member Experience: Deliver personalized and attentive service, addressing inquiries and concerns promptly to foster positive relationships.
• Membership Growth: Proactively identify and pursue opportunities to expand our membership base and implement strategies to attract new members.
• Deposit Growth: Drive deposit growth through effective relationship building and personalized financial guidance.
• Operational Expense Reduction: Prevent fraud and minimize losses by implementing proactive risk‑identification measures and ensuring operational efficiency.
• Cross‑Functional: Balance duties between teller line and platform services based on member demand.
• Member Outreach: Proactively reach out to members to enhance relationships and address their financial needs.
• Branch Support: Collaborate with branch operations to assist with daily tasks such as opening and closing procedures and resolving teller outages.
• Transaction Processing: Handle personal and business account transactions, including deposits, transfers, withdrawals, credit card cash advances, loan payments, and more.
• Teamwork: Collaborate effectively with team members to achieve shared goals and enhance overall member experience.
• Self‑Development: Build and maintain knowledge of Addition Financial products and stay informed about industry trends and evolving financial products.
• Perform additional duties and department‑wide projects as assigned.

REQUIREMENTS

Education

• High School diploma or equivalent

Experience

• Minimum of 1+ years in a sales or member service role with cash handling experience.
• A service‑oriented, people‑first mindset committed to exceeding expectations.
• Genuine willingness and eagerness to learn, improve, and teach others.
• Excellent listening, verbal, and written communication skills.
• Outgoing personality with a strong desire to assist members.
• Proficiency in accurately processing transactions and requests.
• Strong oral and written communication skills; ability to communicate with courtesy, tact, and diplomacy, especially with those who have different perspectives.
• Enjoy building relationships with a wide variety of dispositions and personalities.
• Ability to engage quickly and maintain engagement throughout transactions.

Applicable System or Program Knowledge

• Proficiency in credit union systems including Windows and Microsoft Office Software; experience with core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.

This is a full‑time role working a minimum of 40 hours per week with availability Monday – Saturday based on need.

OTHER CHARACTERISTICS OF THE POSITION

Physical Demands

• Sitting for long periods.
• Regularly required to talk or listen.
• Occasional lifting of office supplies up to 20 lbs.
• Vision abilities including close vision and ability to adjust focus.

Mental Demands

• Follow set procedures without deviation.
• Perform repetitive routine tasks.
• Withstand moderate amounts of stress.
• Adhere to a provided work schedule to meet qualitative production standards.
• Perform tasks that vary little from day to day.
• Implement others’ decisions/procedures with little judgment required.
• Relay information orally.

WORKING WITH US

We’re continually recognized as a top employer because we understand that people want more out of their careers—making a difference in people’s lives and the community, enjoying teamwork, and balancing life while earning a competitive base salary and benefits. Our benefits include:

• 401k with profit‑sharing contribution
• Comprehensive medical, dental, and vision coverage from leading insurance providers
• Continuing education and up to $5,000 in tuition assistance annually
• Generous vacation and sick pay
• Paid parental leave and volunteer time off
• Major holidays off including federal holidays that many other industries do not observe
• Credit union benefits such as reduced consumer/mortgage loan rates, free checks, and other financial services discounts

Equal Opportunity Statement

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what help our team members and our company grow as a whole, and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.