Relationship Advisor I (Floater)

Addition Financial Credit Union; Tallahassee, Northern (FL, KY); Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

401k with profit sharing

Medical, dental, and vision coverage

Tuition assistance

Paid vacation and sick time

Parental leave

Volunteer time off

Holidays off

Employee discounts

Job summary

Addition Financial Credit Union is seeking a Relationship Advisor to cultivate and expand member relationships across branches. You will engage with members in person, over the phone, and online, promoting financial education and solutions while delivering exceptional service and maintaining integrity.

You will identify member needs, educate them on digital and financial tools, and refer accordingly, aiming to meet monthly referral targets and support the credit union’s mission.

Qualifications

• Experience in customer service and helping members.
• Ability to identify member needs and educate on financial solutions.
• Willingness to travel between branches and provide proactive service.

Responsibilities

• Process deposits, withdrawals, transfers, and check cashing.
• Build advisory relationships and demonstrate genuine care.
• Identify changes in members' needs to recommend services.
• Refer members for investments, real estate, or other financial needs.
• Open new accounts and maintain accurate records.
• Provide prompt, courteous service while protecting confidentiality.
• Educate members on digital and mobile banking solutions.

Skills

Customer service

Communication

Relationship building

Sales / referrals

Education

High School Diploma or GED

Tools

Symitar/Episys

MeridianLink

MortgageBot

OpenClose

Synapsys

Job 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 don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

Summary:

Our Relationship Advisors demonstrate an understanding of, and belief in, Addition Financials’ mission and Core Values. They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone, or through electronic communication channels. These team members will engage directly in promoting financial education and success by identifying and learning about our members' needs, teaching them about emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery - all while demonstrating absolute integrity in everything they do.

MUST BE ABLE TO TRAVEL BETWEEN BRANCHES

Duties and Responsibilities:

• Process a wide range of financial transactions for credit union members, including deposits, withdrawals, transfers, and check cashing.
• Establish and maintain a positive advisory relationship by making members feel valued and demonstrating genuine care and compassion.
• Proactively identify changes in the member's life events and banking needs to recommend relevant services and financial solutions to help members achieve financial success.
• Recognize referral opportunities and refers members for specialized services, including investments, real estate, commercial, and other financial needs.
• Own member issues and take full responsibility to effectively resolve problems and discrepancies related to member accounts and loans.
• Perform outbound calls to generate new business and deepen member relationships.
• Open new accounts, sub-shares, certificates, and other general accounts.
• Provide professional, prompt, courteous, and accurate service while respecting member confidentiality.
• Build and maintain knowledge of Addition Financial products and services and stays informed of changes within the credit union relating to policies and procedures.
• Educate members on emerging and existing credit union technology and digital solutions such as mobile, online, and card services for their convenience.
• Understand and comply with federal and other regulations related to financial products and services.
• Adherence to balancing standards and cash outages procedures.
• Demonstrate understanding of all AFCU products to make 15 qualified referrals monthly and cross-sell opportunities with a 5% win-rate of total monthly calls with additional products added.
• And other department wide projects and tasks as assigned.

Requirements

• High School Diploma or GED
• Proficient in credit union systems including Windows and Microsoft Office software
• Experience with core banking applications (Symitar/Episys, Synapsys, MeridianLink, MortgageBot, OpenClose, etc.) highly desired
• Minimum 1 year of customer service, cash handling experience
• The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
• A service-oriented, people-first mindset and commitment to exceeding expectations.
• Strong attention to detail when working with numbers and names in a fast-paced environment.
• Ability to work and travel between branches as needed

Additional Requirements

• Must understand and follow a set of clear oral and/or written procedures without deviation.
• Performs repetitive routine tasks.
• Withstand moderate amounts of stress.
• Must adhere to a provided work schedule to meet a set of qualitative production standards.
• Perform tasks that may vary from day to day.
• Implements others’ decisions/procedures with little judgment required.
• Ability to speak and write clearly and effectively; must be able to communicate with courtesy, tact, and diplomacy, especially with those who have different perspectives, experiences, and backgrounds.

• Sitting for long periods at a time.
• 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.

Working With Us

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

• 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 don't observe
• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

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 helps 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.