Sr Branch Advisor

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

Position Summary

The Senior Branch Advisor serves as a financial guide and trusted resources for our members, helping them navigate both immediate needs and long-term goals. This role blends advisory expertise with operational excellence, ensuring members receive personalized solutions while the branch functions smoothly and efficiently. The Senior Branch Advisor plays a key role in deepening member relationships, supporting team development and contributing branch growth.

The Senior Branch Advisor will be required to obtain a certified financial counselor designation within one year of employment, reflecting our commitment to providing exceptional financial guidance to our members.

Key Responsibilities

Member Engagement

• Engage members in meaningful conversations to understand their financial goals and provide tailored advice on customer and business accounts. Loan products and specialty services.
• Recommend appropriate Achieva products and services, including referrals to business partners to enhance member value and satisfaction.
• Serve as a knowledgeable resource on Individual Retirement Accounts (IRAs), Health Savings Accounts (HSAs), Trusts, Powers of Attorney (POAs), and other specialty accounts.
• Address member inquiries and concerns with professionalism and care, both in person and over the phone.

Sales Excellence

• Collaborate with branch leadership and team members to meet and exceed sales and growth goals.
• Utilize RSS tools, including Sugar and Coconut, to support service and sales activities and ensure a consistent member experience.
• Actively contribute to planned initiatives led by the Branch Development Manager (BDM) and Assistant Branch Manager (ABM).

Member Accounts & Transactions

• Accurately open and maintain consumer, business, and specialty accounts, ensuring compliance with all regulatory and procedural requirements.
• Serve as the point of contact for loan application within the branch, guiding members through the process with clarity and confidence.
• Process teller transactions and account maintenance efficiently, adhering to all transactional policies and procedures.

Branch Operations & Leadership

• Support onboarding and training of new team members, sharing knowledge and fostering a collaborative learning environment.
• Provide coaching and mentorship to peers, contributing to a culture of continuous improvement and professional growth.
• Step into leadership responsibilities in the absence of management, ensuring seamless branch operations and member service.
• Address member escalations with empathy and effectiveness, reinforcing trust and loyalty.
• Take responsibility for branch opening and closing procedures and ensure daily operations meet security and service standards.
• Participate in Certified Financial Counselor (CFC) activities and obtain certification within one year of employment.

Organizational Engagement

• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold the highest ethical standards in all interactions and responsibilities.
• Support leadership initiatives that position the credit union as a top employer.
• Take initiative to perform other essential functions as needed to support the team.
• Be available to work evenings and weekends to meet member and business demands.

Requirements

Education and Experience

• High school diploma, GED or equivalent. Additional education in finance, business or related field is a plus.
• 1+ years’ experience in banking and customer service with a strong focus on providing exceptional service to members.
• Certified Financial Counselor designation required within one-year of hire.

Certifications

• Certified financial counselor designation, or ability to obtain within one-year of employment.

Skills And Attributes

• Knowledge of financial products and services, including deposits, loans, and electronic banking.
• Basic understanding of loan products, IRAs, and specialty accounts
• Excellent communication and people skills to effectively interact with members and team members.
• Strong multitasking abilities, prioritization skills, and adaptability in a fast-paced environment.
• Proficiency in using banking software, computer systems and Microsoft Office Suite.
• Strong attention to detail and committed to maintaining accurate records and transactions.
• Ability to uphold the credit union’s values and fostering a positive work environment.
• Proven ability to work collaboratively with other departments and teams to achieve organizational goals.
• Professional appearance required.
• Strong commitment to fostering a member-centric culture with strong emphasis on delivering excellent customer service.
• Ability to participate branch activities, financial literacy presentations and community events for branch awareness.

Physical Demands & Work Environment

Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This role operates primarily operates in-person in an office environment. On occasion, this position may require occasional travel to other Achieva offices or events. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position may require extended periods of sitting or standing and occasional light lifting (up to 25 pounds) may be required.

EEO Statement

Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.