Branch Advisor

Achieva•Punta Gorda, FL

10d•Onsite

About The Position

The Branch Advisor delivers financial services and builds positive relationships with credit union members. The role involves advising members about financial wellness, recommending tailored products and services, processing teller transactions, maintaining accounts, opening basic consumer accounts, and supporting branch operations. The advisor also contributes to branch goals, follows operational and security procedures, and supports a positive, high-performing team culture. This position primarily operates in person in an office environment. Occasional travel to other Achieva offices or events may be required. The role uses standard office equipment, including computers, phones, and virtual meeting platforms. It requires extended periods of sitting or standing and remaining stationary, effective communication by phone, video, and electronic messaging, and occasional light lifting of up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

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.

Nice To Haves

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

Responsibilities

Engage members in financial wellness conversations to identify needs and recommend tailored products and services.
Deliver outstanding, member-first service in person and over the phone.
Use product knowledge to guide members through financial solutions.
Use Achieva RSS tools and sales processes to support performance and member satisfaction.
Collaborate with branch leadership and team members to meet and exceed branch goals.
Participate in initiatives to achieve branch growth goals.
Use tools such as Sugar and Coconut to support and track service and sales activities.
Process teller transactions and account maintenance requests accurately and in accordance with policies and procedures.
Open basic accounts for new and existing members, offer relevant ancillary products, and provide required regulatory documentation.
Carry out 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 team culture.
Adapt to evolving tools, processes, and member needs, and pursue personal and professional growth.
Represent the credit union professionally and courteously, and uphold high ethical standards.
Support leadership initiatives and perform other essential functions as needed to support the team.
Work evenings and weekends as needed to meet member and business demands.
Participate in branch activities, financial literacy presentations, and community events to raise branch awareness.