Branch Advisor Achieva Credit Union Tampa
Overview
The Branch Advisor at Achieva Credit Union leads member engagement and sales excellence while supporting branch operations. This role drives performance through effective use of RSS tools and sales processes. It offers opportunities to grow professionally within a dynamic team.
What You'll Do11
- 1Serve as trusted advisor by engaging members in financial wellness conversations that uncover needs and lead to tailored product and service recommendations
- 2Promote a member-first culture by consistently delivering outstanding service both in person and over the phone
- 3Utilize Achieva’s RSS tools and sales processes to drive consistent performance and member satisfaction
- 4Collaborate with branch leadership and team members to meet and exceed branch goals
- 5Participate in planned initiatives for meeting the growth goals of the branch
- 6Leverage tools such as Sugar and Coconut to support and track service and sales activities
- 7Accurately process a wide range of teller transactions and account maintenance requests ensuring compliance with all policies and procedures
- 8Open basic accounts for new and existing members offering relevant ancillary products and ensuring delivery of all regulatory documentation
- 9Take ownership of branch opening and closing procedures maintaining operational readiness and security standards throughout the day
- 10Work closely with branch leadership to identify opportunities for improvement and contribute to a positive high performing team culture
- 11Represent the credit union with professionalism and courtesy upholding the highest ethical standards
Requirements10
- 1High school diploma GED or equivalent additional education in finance business or related field is a plus
- 25+ years building ETL pipelines with Spark and Airflow
- 3Certifications CPC Card BCBA AWS Certified
- 43-5 seasons of relevant experience
- 5Physical Demands: Remain in stationary position for extended periods communicate effectively via phone video and electronic messaging occasional light lifting up to 25 pounds
- 6Strong multitasking abilities prioritization skills adaptability in a fast-paced environment
- 7Proficiency in banking software computer systems and Microsoft Office Suite
- 8Ability to uphold credit union values foster positive work environment
- 9Commitment to member-centric culture delivering excellent customer service
- 10Ability to participate in branch activities financial literacy presentations and community events
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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