Branch Advisor

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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

• Serve as trusted advisor by engaging members in financial wellness conversations that uncover needs and lead to tailored product and service recommendations.
• Promote a member-first culture by consistently delivering outstanding service both in person and over the phone.
• Demonstrate deep product knowledge to confidently guide members through financial solutions that enhance their experience and value.
• Utilize Achieva's RSS tools and sales processes to drive consistent performance and member satisfaction. Sales Excellence
• Collaborate with branch leadership and team members to meet and exceed branch goals.
• Participate in planned initiatives for meeting the growth goals of the branch.
• Leverage tools such as Sugar and Coconut to support and track service and sales activities. Member Accounts & Transactions
• Accurately process a wide range of teller transactions and account maintenance requests, ensuring compliance with all policies and procedures.
• Open basic accounts for new and existing members, offering relevant ancillary products and ensuring delivery of all regulatory documentation is provided. Branch Operations
• Take ownership of branch opening and closing procedures, maintaining operational readiness and security standards throughout the day.
• Work closely with branch leadership to identify opportunities for improvement and contribute to a positive, high-performing team culture.
• Stay informed and adaptable to evolving tools, processes and member needs to ensure continues personal and professional growth. Organizational Engagement
• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold the highest ethical standards in all interactions and responsibilities.
• Support leadership initiatives that position the credit union as a top employer.
• Take initiative to perform other essential functions as needed to support the team.
• Be available to work evenings and weekends to meet member and business demands.