Branch Advisor

Achieva•East Lake, FL

1d•Onsite

About The Position

The Branch Advisor delivers financial services and builds positive relationships with credit union members. The role combines member-focused financial guidance and product recommendations with teller transactions, account maintenance, opening basic consumer accounts, and branch operations. The advisor contributes to branch sales and growth goals, maintains operational readiness and security, and supports a positive team culture. The position primarily operates in person in an office environment, with occasional travel to other Achieva offices or events. It may involve extended periods of sitting or standing and occasional light lifting of up to 25 pounds.

Requirements

High school diploma, GED, or equivalent.
Excellent communication and people skills for interacting with members and team members.
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.
Strong commitment to member-centric service and excellent customer service.
Ability to remain stationary for extended periods and communicate effectively by phone, video, and electronic messaging.
Ability to perform occasional light lifting of up to 25 pounds.

Nice To Haves

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

Responsibilities

Engage members in financial wellness conversations to identify their needs and recommend tailored products and services.
Deliver outstanding service in person and over the phone, provide guidance on financial solutions, and use Achieva’s RSS tools and sales processes.
Collaborate with branch leadership and team members to meet branch goals and participate in initiatives supporting branch growth.
Use tools such as Sugar and Coconut to support and track service and sales activities.
Accurately process teller transactions and account maintenance requests 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 and adaptable as tools, processes, and member needs evolve.
Represent the credit union professionally and courteously and uphold high ethical standards.
Support leadership initiatives, perform other essential functions as needed, and contribute to team goals.
Participate in branch activities, financial literacy presentations, and community events to build branch awareness.
Be available to work evenings and weekends to meet member and business demands.