Relationship Advisor

5 days ago


Orlando, Florida, United States Addition Financial Full time
Job Summary

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

Key Responsibilities
  • Cultivate strong relationships with members to understand their financial needs and provide personalized solutions.
  • Deliver exceptional member service, addressing inquiries and concerns promptly and professionally.
  • Proactively identify and pursue opportunities to expand our membership base and drive deposit growth.
  • Develop and implement strategies to attract new members and promote our financial products and services.
  • Exercise due diligence to prevent fraud and minimize credit union losses.
  • Collaborate with branch operations to assist with daily tasks and resolve teller outages.
  • Handle personal and business accounts transactions, including deposits, transfers, withdrawals, and loan payments.
  • Build and maintain knowledge of Addition Financial products and services and stay informed about industry trends and evolving financial products.
Requirements
  • High School diploma or equivalent.
  • Minimum of 1+ years of experience in a sales or member service role and cash handling experience.
  • Service-oriented, people-first mindset and commitment to exceeding expectations.
  • Excellent listening, verbal, and written communication skills.
  • Outgoing personality with a strong desire to assist members.
  • Proficiency in accurately processing transactions and requests.
  • Ability to speak Creole is a plus.
Benefits
  • Competitive base salary and benefits package.
  • 401k with profit sharing contribution.
  • Comprehensive medical, dental, and vision coverage.
  • Continuing education and up to $5,000 in tuition assistance annually.
  • Generous vacation and sick pay.
  • Paid parental leave and volunteer time off.
  • Credit union benefits, including reduced consumer/mortgage loan rates and free checks.

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. We welcome diverse perspectives and work together to create an inclusive environment.



  • Orlando, Florida, United States Truist Financial Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Private Banking Advisor to join our team at Truist Financial. As a key member of our Private Client Group, you will be responsible for deepening client relationships around banking, credit, and insurance with Wealth segment clients.Key ResponsibilitiesWork closely with Private Client Group...


  • Orlando, Florida, United States Truist Financial Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Private Banking Advisor to join our team at Truist Financial. As a key member of our Private Client Group, you will be responsible for deepening client relationships around banking, credit, and insurance with Wealth segment clients.Key ResponsibilitiesWork closely with Private Client Group...


  • Orlando, Florida, United States Addition Financial Full time

    About the RoleWe 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...


  • Orlando, Florida, United States Classic Honda Full time

    Job SummaryWe are seeking an experienced Service Advisor to join our team at Classic Honda. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support for their vehicles.Key ResponsibilitiesProvide expert advice to customers on vehicle maintenance and repair needsCommunicate effectively with...

  • Insurance Advisor

    1 week ago


    Orlando, Florida, United States Griffin Agency Full time

    About Griffin AgencyWe are a leading insurance technology and distribution platform that is revolutionizing the industry. Our innovative approach to underwriting and policy issuance has enabled us to become one of the top distributors of digital life insurance policies in the world.Our Mission:We are committed to providing cutting-edge tools and systems to...

  • Relationship Manager

    3 weeks ago


    Orlando, Florida, United States Oxford Financial Group, Ltd. Full time

    {"Job Title": "Relationship Manager", "Job Summary": "Oxford Financial Group, Ltd. is seeking a skilled Relationship Manager to provide exceptional client experiences to ultra-high-net-worth individuals and families. As a key member of our team, you will coordinate efforts between Managing Directors and service areas, review client reports, and assist in...

  • Service Advisor

    2 weeks ago


    Orlando, Florida, United States Greenway Automotive Full time

    Service Advisor Opportunity at Greenway FordWe are seeking a skilled Service Advisor to join our team at Greenway Ford in Orlando, FL. As a Service Advisor, you will play a crucial role in ensuring a seamless service experience for our valued guests.Responsibilities:Greet and Assess Guest Needs: Greet guests and assess their service needs with a focus on...

  • Insurance Advisor

    2 weeks ago


    Orlando, Florida, United States American Senior Benefits Full time

    About American Senior BenefitsWe're a leading insurance marketing group in the country, backed by integrity and a strong commitment to our clients. Our team is dedicated to providing exceptional service and support to our agents and clients in Orlando and Altamonte Springs.Job SummaryWe're seeking a highly motivated and customer-focused Insurance Advisor to...


  • 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...

  • Financial Advisor

    4 weeks ago


    Orlando, Florida, United States New York Life Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at New York Life. As a Financial Representative, you will be responsible for providing exceptional customer service to existing clients, tracking and monitoring communications in the client file, and implementing financial recommendations such...

  • Sales Advisor

    5 days ago


    Orlando, Florida, United States SIMCOM International Inc Full time

    Job OverviewAs a Sales Advisor at SIMCOM International Inc, you will play a pivotal role in driving revenue growth by identifying and pursuing new sales opportunities and developing relationships with potential customers. Your primary focus will be on maximizing sales opportunities, fostering long-term partnerships, and exceeding customer expectations.Key...


  • Orlando, Florida, United States Oxford Advisory Group Full time

    Lead Financial Advisor OpportunityOxford Advisory Group is seeking a highly skilled and experienced Lead Financial Advisor to join our team in the Orlando market. As a key member of our team, you will be responsible for building and maintaining relationships with new and prospective clients, assessing their financial situations, and developing strategies to...


  • Orlando, Florida, United States Vilebrequin Full time

    About VilebrequinVilebrequin is a renowned luxury beachwear brand, founded in 1971 in St. Tropez. With a global presence in 70 countries and 184 stores, the brand is committed to delivering elegance and casual charm to its customers.Your OpportunityWe are seeking a highly motivated and customer-focused Client Advisor to join our dynamic team at Vilebrequin....


  • Orlando, Florida, United States Wells Fargo Full time

    About Wells FargoWe believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. At Wells Fargo, we offer a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. We're recognized for it, too - Wells Fargo ranked in the top...

  • Financial Advisor

    4 days ago


    Orlando, Florida, United States Ronald Blue & Co Full time

    Job SummaryThe Financial Advisor, Everyday Steward Division, is a key member of our team responsible for building and maintaining strong relationships with clients, providing personalized financial planning and investment management services, and driving business growth.Key ResponsibilitiesDevelop and implement customized financial plans that meet clients'...


  • Orlando, Florida, United States Oxford Advisory Group Full time

    Lead Financial Advisor OpportunityOxford Advisory Group is seeking a highly skilled and experienced Lead Financial Advisor to join our team in the Orlando market. As a key member of our team, you will be responsible for building and maintaining relationships with new and prospective clients, assessing their financial situations, and developing strategies to...


  • Orlando, Florida, United States Seacoast Bank Full time

    Job SummaryThis position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank's products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions...


  • Orlando, Florida, United States First Horizon Bank Full time

    {"h1": "Business Banking Relationship Manager, Sr", "p": "At First Horizon Bank, we are seeking a highly skilled Business Banking Relationship Manager, Sr to join our team. This is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses.Key Responsibilities Include:*...

  • Financial Advisor

    2 weeks ago


    Orlando, Florida, United States New York Life - Orlando Full time

    Unlock Your Potential as a Financial RepresentativeAre you ready to embark on a rewarding career in financial advising? New York Life - Orlando offers a unique opportunity to combine entrepreneurial freedom with the stability of a reputable organization. With a strong focus on customer service and innovative solutions, we're seeking a talented Financial...

  • RN, Care Advisor

    2 weeks ago


    Orlando, Florida, United States Chapters Health System Full time

    Job Title: RN, Care AdvisorJob Summary:Chapters Health System is seeking a compassionate and skilled RN, Care Advisor to join our team. As a Field Care Advisor, you will provide after-hours visits to patients, families, and community partners, establishing and maintaining positive relationships with team members, patients/families, and referral resources.Key...