Relationship Advisor Full-Time

1 week ago

Kissimmee, FL, United States Addition Financial Full time
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.
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.
This is a full-time role working a minimum of 40 hours per week with availability Monday – Saturday based on need.

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.
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®.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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