Relationship Development Specialist

23 hours ago


Orlando, Florida, United States Addition Financial Full time
About the Role

We are seeking a highly motivated and customer-focused Relationship Advisor to join our team at Addition Financial. As a Relationship Advisor, you will play a critical role in building and maintaining strong relationships with our members, providing exceptional service, and promoting our financial products and services.

Key Responsibilities
  • Member Engagement: Develop and maintain strong relationships with members to understand their financial needs and provide personalized solutions.
  • Member Experience: Ensure an exceptional member experience by delivering personalized and attentive service, addressing member inquiries and concerns promptly, and fostering a positive relationship.
  • Membership Growth: Proactively identify and pursue opportunities to expand our membership base, develop and implement strategies to attract new members, and promote our financial products and services.
  • Deposit Growth: Drive deposit growth through effective relationship building with existing and potential members, providing personalized financial guidance to encourage members to maximize their deposits.
  • Operational Expense Reduction: Exercise due diligence to prevent fraud and minimize credit union 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, actively engaged to stay informed about industry trends and evolving financial products.
Requirements
  • Education: High School diploma or equivalent.
  • Experience: Minimum of 1+ years of experience in a sales or member service role and cash handling experience.
  • Skills: Service-oriented, people-first mindset, commitment to exceeding expectations, genuine willingness and eagerness to learn, improve, and teach others, excellent listening, verbal, and written communication skills, outgoing personality, strong desire to assist members, proficiency in accurately processing transactions and requests, and ability to positively engage quickly and maintain that engagement throughout the entire transaction process.
Benefits
  • 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.
  • Credit union benefits, including reduced consumer/mortgage loan rates, free checks, and other financial services discounts.


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