Part Time Financial Relationship Manager

7 days ago


Kissimmee, Florida, United States Addition Financial Credit Union Full time


We are Addition Financial Credit Union, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals.

Our Mission: To provide exceptional financial services that empower our members to achieve financial stability and success.

Our Values:

  • Member-Centric: We prioritize our members' needs and provide personalized service to ensure their financial well-being.
  • Financial Literacy: We educate our members on financial management and planning to help them make informed decisions.
  • Community Focus: We are committed to serving our community and promoting financial stability and success.

About the Role:

We are seeking a Part Time Financial Relationship Manager to join our team. As a Financial Relationship Manager, you will be responsible for building and maintaining relationships with our members, providing financial guidance and support, and promoting our financial services.

Responsibilities:

  • Build and maintain relationships with members: Develop and maintain strong relationships with our members, understanding their financial needs and goals.
  • Provide financial guidance and support: Offer personalized financial guidance and support to our members, helping them make informed decisions about their financial lives.
  • Promote financial services: Promote our financial services and products to our members, ensuring they have access to the resources they need to achieve their financial goals.

Requirements:

  • Excellent communication and interpersonal skills: Ability to build strong relationships with members and communicate effectively.
  • Financial knowledge and expertise: Understanding of personal finance and ability to provide guidance and support.
  • Strong problem-solving skills: Ability to analyze complex financial situations and provide effective solutions.


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