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Addition Financial

Relationship Advisor Full-Time (Kissimmee)

Career Insights for Personal Banker

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What they do

A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.

$72,358 / year median in Florida

+8% projected growth

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Job Description

Job Description Help for Job Description. Opens a new window. 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!

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.