Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned. Key Responsibilities: Member Engagement
Sales Excellence
Member Accounts & Transactions
Branch Operations
Organizational Engagement
Requirements: Education and Experience
Certifications
Skills and Attributes
Physical Demands & Work Environment: Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This role primarily operates in-person in an office environment. On occasion, this position may require occasional travel to other Achieva offices or events. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position may require extended periods of sitting or standing and occasional light lifting (up to 25 pounds) may be required. EEO Statement: Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify. A Note to Recruiting Partners: We appreciate your interest in partnering with Achieva Credit Union! Our People Team manages recruiting directly for our open positions. If we need additional recruiting support, we’ll reach out to our trusted partners directly. We kindly ask that agencies refrain from unsolicited calls, emails, resumes, or candidate submissions. Thank you for understanding and respecting our process! |
| Location | Estero, Florida |
| Website | https://www.achievacu.com/Home/Careers |
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