Senior Branch Advisor: Financial Guidance Leader

Achieva Credit Union; Largo (FL); On-site; USD 55,000 - 65,000; Full time

Job summary

Achieva Credit Union in Largo, FL seeks a Senior Branch Advisor to guide members toward personal and business financial goals, while ensuring smooth branch operations. This role blends advisory expertise with hands-on service, strengthening member relationships and driving branch growth.

The position requires completing a Certified Financial Counselor designation within one year and delivering a superior member experience through accurate, compliant handling of accounts and transactions.

Qualifications

• Knowledge of deposits, loans, and electronic banking products.
• Strong communication and interpersonal skills for member interactions.
• Ability to multitask in a fast-paced branch environment.
• Commitment to exceptional member service and confidentiality.

Responsibilities

• Open and maintain consumer and business accounts while ensuring regulatory compliance.
• Guide members through loan applications and processes with clarity.
• Provide coaching and mentorship to teammates and support onboarding.

Skills

Financial products knowledge

Communication skills

Multitasking

Customer service

Regulatory/compliance awareness

Education

High school diploma/GED

Certified Financial Counselor designation (CF C)

Tools

Banking software

Microsoft Office

Job description

Achieva Credit Union in Largo, FL seeks a Senior Branch Advisor to guide members toward personal and business financial goals, while ensuring smooth branch operations. This role blends advisory expertise with hands-on service, strengthening member relationships and driving branch growth.

The position requires completing a Certified Financial Counselor designation within one year and delivering a superior member experience through accurate, compliant handling of accounts and transactions.