Branch Advisor

Achieva•Lehigh Acres, FL

1h•Onsite

About The Position

The Branch Advisor delivers financial services and builds positive relationships with credit union members. The role includes recommending products and services, processing teller transactions, maintaining accounts, opening basic consumer accounts, and supporting branch operations. The advisor engages members in financial wellness conversations, provides service in person and over the phone, and uses product knowledge and Achieva’s RSS tools and sales processes to recommend relevant financial solutions. The role collaborates with branch leadership and colleagues to support branch growth goals and uses Sugar and Coconut to track service and sales activities. The position also handles member account and transaction requests in accordance with policies and procedures, completes branch opening and closing procedures, and supports operational readiness and security. The advisor represents the credit union professionally, contributes to a positive team culture, adapts to evolving tools and member needs, and may take on other essential functions. Evening and weekend availability is required. The role primarily operates in person in an office and may occasionally involve travel to other Achieva offices or events.

Requirements

High school diploma, GED, or equivalent.
Excellent communication and people skills.
Professional appearance.
Strong multitasking, prioritization, and adaptability in a fast-paced environment.
Proficiency with banking software, computer systems, and Microsoft Office Suite.
Strong attention to detail and commitment to accurate records and transactions.
Ability to uphold the credit union’s values and foster a positive work environment.
Ability to collaborate with other departments and teams to achieve organizational goals.
Commitment to a member-centric culture and excellent customer service.
Ability to remain stationary for extended periods and communicate effectively by phone, video, and electronic messaging.
May require extended periods of sitting or standing and occasional light lifting up to 25 pounds.

Nice To Haves

Additional education in finance, business, or a related field.

Responsibilities

Engage members in financial wellness conversations to uncover needs and recommend tailored products and services.
Deliver outstanding member service in person and over the phone.
Use product knowledge, Achieva’s RSS tools, and sales processes to guide members and support service and sales performance.
Collaborate with branch leadership and team members to meet and exceed branch goals and participate in branch growth initiatives.
Use Sugar and Coconut to support and track service and sales activities.
Process teller transactions and account maintenance requests accurately and in compliance with policies and procedures.
Open basic accounts for new and existing members, recommend relevant ancillary products, and provide required regulatory documentation.
Perform branch opening and closing procedures and maintain operational readiness and security standards.
Work with branch leadership to identify improvement opportunities and contribute to a positive, high-performing team culture.
Stay informed about and adapt to evolving tools, processes, and member needs.
Represent the credit union professionally and courteously, uphold ethical standards, and support leadership initiatives.
Perform other essential functions as needed to support the team.
Participate in branch activities, financial literacy presentations, and community events for branch awareness.
Be available to work evenings and weekends to meet member and business demands.