Financial Relationship Advisor- Richmond
About The Position
The Financial Relationship Advisor I supports current and potential credit union members with their financial needs. The role explains services, sets up accounts, resolves issues, and connects members with appropriate colleagues when needed. It focuses on building lasting member relationships, advocating for members’ financial needs, and helping them pursue financial wellness through personalized advice and solutions. The advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and follows credit union policies and procedures. The position represents Park Community Credit Union’s culture and mission to build thriving communities together. It provides professional, accurate service to members and coworkers, supports teamwork, and contributes to individual, branch, and organizational goals. The employee must follow applicable policies and procedures, including Bank Secrecy Act, anti-money laundering, and security requirements.
Requirements
- One to three years of similar or related experience.
- High school education or GED.
- Service-oriented and member-focused approach.
- Detail-oriented, organized, and resourceful.
- Learner mindset and adaptability to change.
- Demonstrated problem-solving, critical-thinking, and solution-focused abilities.
- Computer proficiency with Microsoft Word, Excel, and PowerPoint, as well as internet and email; strong keyboard and computer skills.
- Ability to build relationships, solicit cooperation, and handle first-level conflict resolution.
- Ability to use diplomacy and tact and exercise discretion when communicating about confidential matters.
Nice To Haves
- Previous cash-handling experience in a financial institution is preferred.
Responsibilities
- Greet visitors warmly and assist members professionally, in person and by phone.
- Advocate for members and build relationships by identifying needs, following up proactively, and recommending appropriate products, services, and solutions.
- Help members navigate and adopt digital technology.
- Build positive working relationships and collaborate with colleagues and other lines of business to address members’ financial needs and goals.
- Maintain knowledge of credit union products and services and use it to advise members.
- Process teller transactions; open and close general membership, custodial, and other accounts; and perform account maintenance and record updates.
- Assist with lending needs by educating members about lending products, recommending options, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
- Maintain accuracy and minimize errors and corrections.
- Follow credit union policies, procedures, regulations, Bank Secrecy Act and anti-money laundering requirements, and security procedures.
- Run OFAC searches and complete investigative reports of suspicious activity and currency transaction reports promptly and accurately.
- Keep the manager informed of issues, resolve member problems within the employee’s authority, and escalate issues beyond that authority.
- Achieve individual goals and contribute to branch and organizational objectives.
- Maintain a professional work environment, promote teamwork, and present a businesslike appearance.
- Perform other duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
