Relationship Advisor - Full Time (Floating)
Job Type Full-time Description 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! Who We're Looking For Our Relationship Advisors demonstrate an understanding of, and belief in, Addition Financial's 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 members' needs, teaching them about 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.
Our Floating Relationship Advisors have a unique opportunity to provide service and support to all 25 (and growing) locations throughout Florida.
In addition, Relationship Advisors will:
Process a wide range of financial transactions for credit union members, including deposits, withdrawals, transfers, and check cashing.
Establish and maintain a positive advisory relationship by making members feel valued and demonstrating genuine care and compassion.
Proactively identify changes in the member's life events and banking needs in order to recommend relevant services and financial solutions to help members to achieve financial success.
Recognize referral opportunities and refers members for specialized services, including investments, real estate, commercial, and other financial needs.
Own member issues and take full responsibility to effectively resolve problems and discrepancies related to member accounts and loans.
Open new accounts, sub-shares, certificates, and other general accounts.
Process new loan and credit card applications.
Provide professional, prompt, courteous, and accurate service while respecting member confidentiality.
Build and maintain knowledge of Addition Financial products and services and stays informed of changes within the credit union relating to policies and procedures.
Educate members on emerging and existing credit union technology and digital solutions such as mobile, online, and card services for their convenience.
Understand and comply with federal and other regulations related to financial products and services.
Perform other duties from the teller line, drive-thru window, and/or service desk as needed.
Shift includes 40 hours per week.
Hours based on the needs of the branch.
Requires 3 weeks of full time training.
Requirements High school diploma or equivalent.
Minimum of six (6) months heavy cash handling experience, including balancing cash drawers Minimum of six (6) months experience in member service, financial services, hospitality, sales, or similar (working in a credit union environment is a plus, but not required).
A service-oriented, people-first mindset and commitment to exceeding expectations.
Strong attention to detail when working with numbers and names in a fast-paced environment.
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.
Must be willing and have the adequate transportation to travel to all Addition Financial Locations; this position will require the use of a personal vehicle Proficient in credit union systems including Windows and Microsoft Office software; experience with core banking applications (Symitar/Episys, Synapsys, MeridianLink, MortgageBot, OpenClose, etc.
) highly desired.
We know you might not have every qualification we've listed.
In addition to the above, we're also looking for passion, potential, and a desire to learn.
If you know you're right for the position, apply and let us take a look! 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, 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 .
Recommended Skills Attention To Detail Confidentiality Consulting Core Banking Courtesy Curiosity Estimated Salary: $20 to $28 per hour based on qualifications.
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! Who We're Looking For Our Relationship Advisors demonstrate an understanding of, and belief in, Addition Financial's 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 members' needs, teaching them about 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.
Our Floating Relationship Advisors have a unique opportunity to provide service and support to all 25 (and growing) locations throughout Florida.
In addition, Relationship Advisors will:
Process a wide range of financial transactions for credit union members, including deposits, withdrawals, transfers, and check cashing.
Establish and maintain a positive advisory relationship by making members feel valued and demonstrating genuine care and compassion.
Proactively identify changes in the member's life events and banking needs in order to recommend relevant services and financial solutions to help members to achieve financial success.
Recognize referral opportunities and refers members for specialized services, including investments, real estate, commercial, and other financial needs.
Own member issues and take full responsibility to effectively resolve problems and discrepancies related to member accounts and loans.
Open new accounts, sub-shares, certificates, and other general accounts.
Process new loan and credit card applications.
Provide professional, prompt, courteous, and accurate service while respecting member confidentiality.
Build and maintain knowledge of Addition Financial products and services and stays informed of changes within the credit union relating to policies and procedures.
Educate members on emerging and existing credit union technology and digital solutions such as mobile, online, and card services for their convenience.
Understand and comply with federal and other regulations related to financial products and services.
Perform other duties from the teller line, drive-thru window, and/or service desk as needed.
Shift includes 40 hours per week.
Hours based on the needs of the branch.
Requires 3 weeks of full time training.
Requirements High school diploma or equivalent.
Minimum of six (6) months heavy cash handling experience, including balancing cash drawers Minimum of six (6) months experience in member service, financial services, hospitality, sales, or similar (working in a credit union environment is a plus, but not required).
A service-oriented, people-first mindset and commitment to exceeding expectations.
Strong attention to detail when working with numbers and names in a fast-paced environment.
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.
Must be willing and have the adequate transportation to travel to all Addition Financial Locations; this position will require the use of a personal vehicle Proficient in credit union systems including Windows and Microsoft Office software; experience with core banking applications (Symitar/Episys, Synapsys, MeridianLink, MortgageBot, OpenClose, etc.
) highly desired.
We know you might not have every qualification we've listed.
In addition to the above, we're also looking for passion, potential, and a desire to learn.
If you know you're right for the position, apply and let us take a look! 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, 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 .
Recommended Skills Attention To Detail Confidentiality Consulting Core Banking Courtesy Curiosity Estimated Salary: $20 to $28 per hour based on qualifications.
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