Relationship Advisor- Part-Time

4 weeks ago

Orlando, United States Addition-Financial Full time
Job DescriptionJob DescriptionDescription:

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics

SUMMARY:

Our Relationship Advisor (RAs) demonstrate an understanding of, and belief in, Addition Financials’ mission and Core Values. They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone or through electronic communication channels. These team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Member Engagement: Cultivate strong relationships with members to understand their financial needs. Promote credit union products and services in a professional and knowledgeable manner, empowering members to make informed decisions.
  • Member Experience: Ensure an exceptional member experience by delivering personalized and attentive service. Address member inquiries and concerns promptly, fostering a positive relationship.
  • Membership Growth: Proactively identify and pursue opportunities to expand our membership base. Develop and implement strategies to attract new members.
  • Deposit Growth: Drive deposit growth through effective relationship building with existing and potential member. Provide personalized financial guidance to encourage members to maximize their deposits.
  • Operational Expense Reduction: Exercise due diligence to prevent fraud and minimize credit unions losses. Implement proactive measures to identify and address potential risks ensuring operational efficiency and financial stability.
  • Cross-Functional: Demonstrate flexibility by efficiently balancing responsibilities between teller line and platform services based on member demand.
  • Member Outreach: Proactively reach out to members to enhance relationships and address their financial needs.
  • Branch Support: Collaborate with branch operations to assist with daily tasks including branch opening and closing procedures and resolving teller outages.
  • Transaction processing: Handle personal and business accounts transactions, such as deposits, transfers, withdrawals, credit card cash advance, loan payments and more.
  • Teamwork: Collaborate effectively with team members to achieve shared goals and enhance overall member experience.
  • Self-Development: Build and maintain knowledge of Addition Financial products and services and actively engaged to stay informed about industry trends and evolving financial products.
  • Additional Duties: Perform other duties as assigned
  • And other department wide projects and tasks as assigned.
Requirements:

Education:

  • High School diploma or equivalent

Experience:

  • Minimum of 1+ years of experience in a sale/ or member service role and cash handling experience
  • A service-oriented, people-first mindset and commitment to exceeding expectations.
  • Genuine willingness and eagerness to learn, improve and teach others.
  • Excellent listening, verbal, and written communication skills.
  • Outgoing personality with a strong desire to assist members.
  • Proficiency in accurately processing transactions and requests.
  • Strong oral and written communication skills, ability to speak and write clearly and effectively, must be able to communicate with courtesy, tact, and diplomacy especially with those who have different perspectives, experiences, and backgrounds.
  • Must truly enjoy directly working and building relationships with people across a wide variety of dispositions and personalities. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
  • Genuine willingness and eagerness to learn, improve and teach others.
  • Ability to speak Creole is a plus

Any applicable system or program knowledge:

  • Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.

OTHER CHARACTERISTICS OF THE POSITION:

Physical Demands:

  • Sitting for long periods at a time.
  • Regularly required to talk or listen.
  • Occasional lifting of office supplies up to 20 lbs.
  • Vision abilities including close vision and ability to adjust focus.

Mental Demands:

  • Must understand and follow a set of clear oral and/or written procedures without deviation.
  • Performs repetitive routine tasks.
  • Withstand moderate amounts of stress.
  • Must adhere to a provided work schedule to meet a set of qualitative production standards.
  • Perform tasks that vary little from day to day.
  • Implements others’ decisions/procedures with little judgment required.
  • Must relay information orally.


Part Time is a minimum of 24 hours per week - maximum 29 hours per week. This position is required to work every Saturday. Hours based on the needs of the branch. Requires 4 weeks of full-time training.


WORKING WITH US:

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

  • 401k with profit sharing contribution
  • Comprehensive medical, dental and vision coverage from leading insurance providers
  • Continuing education and up to $5,000 in tuition assistance annually
  • Generous vacation and sick pay
  • Paid parental leave and volunteer time off
  • Major holidays off including Federal holidays that many other industries don't observe
  • Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.

  • Client Relationship Manager

    5 hours ago

    Orlando, Florida, United States Dynasty Financial Partners Full time

    About the RoleDynasty Financial Partners is seeking a highly skilled and experienced professional to join our Relationship Management Team as a Client Relationship Manager. This is a key role within our company, responsible for building and maintaining strong relationships with our client firms.Key ResponsibilitiesProject manage all client projects, ensuring...

  • Wealth Advisor

    2 months ago

    Orlando, United States Regal Securities Full time

    Regal Securities, Inc. is a diversified financial services firm serving private clients, professional investors and institutions. We are adding a Wealth Advisor to our team to assist in the growth of our Wealth Management business. Our Vision is to be THE Trusted Advisor for our clients. Our Mission is to empower our team members so that they can best serve...

  • Wealth Private Banking Advisor

    3 weeks ago

    Orlando, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Roofing Sales Advisor

    2 months ago

    Orlando, United States Honest Abe Roofing of Orlando, FL Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompany carCompany partiesEmployee discountsOpportunity for advancementTraining & development Honest Abe Roofing Orlando is looking to add a Roofing Sales Advisor to our team. As a Roofing Sales Advisor, you will play a crucial role in generating new business and maintaining strong...

  • Investment Strategy Advisor

    1 week ago

    Orlando, Florida, United States Regal Securities Full time

    Company OverviewRegal Securities, Inc. is a multifaceted financial services organization dedicated to serving individual clients, institutional investors, and professional entities. We are seeking a Wealth Advisor to enhance our Wealth Management division.VisionOur aim is to become the most trusted advisor for our clientele.MissionWe empower our team members...

  • Fitness Advisor

    1 week ago

    Orlando, United States Genesis Health Clubs Full time

    Job Title: Fitness Advisor (FA) Reports To: Assistant Club Manager; Club Manager Expected Results: In Support of the Genesis Intentional Culture 1. Purpose: The Fitness Advisor embraces the Genesis Purpose, treating staff as family and working diligently to help people take charge of their health! 2. Mission: The Fitness Advisor ensures the Genesis Mission...

  • Healthcare Sales Advisor

    3 months ago

    Orlando, United States USHEALTH Full time

    Job DescriptionJob DescriptionWe are searching for new talent to join our rapidly expanding team! We are currently seeking an ambitious and goal-oriented individual to fill the role of Healthcare Sales Advisor within our sales department. As a Healthcare Sales Advisor, your main responsibility will be to provide guidance to potential clients, helping them...

  • Wealth Management Advisor

    2 months ago

    Orlando, United States Provision People Full time

    Summary: Our established client is seeking a Wealth Advisor to join their firm. Our award winning client has a track record of success and growth with the opportunity to work closely with the Firm's executive leadership. The Firm has a diverse, open architecture investment offering including traditional investment strategies and vehicles as well as hard to...

  • Financial Advisor

    4 weeks ago

    Orlando, United States The Ladders Full time

    Description Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a...

  • Wealth Medical Relationship Manager II

    2 months ago

    Orlando, Florida, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...

  • Senior Wealth Management Advisor

    1 week ago

    Orlando, Florida, United States Truist Financial Full time

    Position Overview:The Wealth Private Advisor plays a crucial role in enhancing client connections related to banking, credit, and insurance for clients within the Wealth segment. This position is designed to serve as the primary liaison for the Private Client Group Financial Advisors (FAs) within designated regions. The Wealth Private Advisor will...

  • Automotive Service Advisor

    2 months ago

    Orlando, United States Midas BONINI Full time

    Job DescriptionJob DescriptionAt Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through ASE Certifications and/or years of automotive repair experience.We are looking for automotive service Advisor to manage and direct all service department...

  • Automotive Service Advisor

    3 months ago

    Orlando, United States Main Street Auto Full time

    Job DescriptionJob DescriptionBenefits:401(k)Competitive salaryDental insuranceHealth insuranceVision insuranceWe are seeking a highly organized and customer-focused Service Advisor to join our automotive service team. As a Service Advisor, you will play a pivotal role in providing exceptional customer service. You will serve as the primary point of contact...

  • Advisor Services Senior Manager

    4 weeks ago

    Orlando, United States Charles Schwab Full time

    Position Type: RegularYour opportunity Charles Schwab Advisor Services is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow,...

  • Junior Insurance Advisor

    1 week ago

    Orlando, Florida, United States AmeriLife Full time

    Join Our Team as a Junior Insurance AdvisorWe are seeking motivated and enthusiastic individuals eager to embark on a fulfilling career in the insurance sector. As a Junior Insurance Advisor at AmeriLife, you will have the chance to guide clients who are interested in health and life insurance solutions.As part of our team, you will represent a diverse range...

  • Automotive Service Advisor

    3 hours ago

    Orlando, Florida, United States Orlando Automotive LLC, Fountain Automotive LLC Full time

    Job OverviewWe are a family-owned and operated new car dealership, seeking an experienced Service Advisor to join our team at Orlando Automotive LLC and Fountain Automotive LLC.Key Responsibilities:Provide exceptional customer service and ensure a positive ownership experience.Work closely with our technicians to diagnose and repair vehicles in a timely and...

  • Automotive Store Advisor

    3 months ago

    Orlando, United States Midas BONINI Full time

    Job DescriptionJob DescriptionAt Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing years of automotive repair experience.The Midas Store Advisor is responsible for business operations and store performance (safety, efficiencies). He or she promotes customer satisfaction and...

  • Advisor Services Senior Manager

    2 months ago

    Orlando, Florida, United States Charles Schwab & Co, Inc Full time

    Your opportunityCharles Schwab Advisor Services is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their...

  • Service Advisor

    3 months ago

    Orlando, United States Starling Chevrolet Full time

    Job DescriptionJob DescriptionService Advisor / ConsultantProven record of achieving exceptional customer satisfaction. A high degree of ownership and accountability with the ability prioritize effectively. A high degree of integrity and professionalism with excellent communication skills. Above average energy level with the ability to work in a competitive...

  • Advisor Services Senior Manager

    2 months ago

    ORLANDO, United States Charles Schwab Full time

    Position Type: RegularYour opportunityCharles Schwab Advisor Services is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as profitably grow, compete...