Financial Relationship Advisor- Cedar Creek

About the role

The Financial Relationship Advisor I at Park Community Credit Union is responsible for supporting both current and potential members with their credit union needs. This includes explaining services, setting up new accounts, resolving issues, and directing members to the appropriate team members when necessary. The role focuses on building lasting relationships with members, advocating for their lifelong financial needs, and helping them achieve financial wellness through personalized advice and solutions.

Essential Functions & Responsibilities

• greet all visitors in a friendly, sincere manner and assist members professionally.
• act as an advocate for members in the branch and on the phone.
• build relationships with members, identify opportunities to assist, and offer sound advice and solutions to members in efforts to help them achieve financial wellness.
• develop and maintain strong member relationships through proactive follow up and actively identify members’ needs to recommend appropriate products, services, and solutions.
• assist members with navigating and adopting existing and new digital technology.
• establish and maintain strong, positive, and productive working relationships with internal and external members.
• actively collaborate with partners in other lines of business to provide solutions to meet members’ financial needs and goals.
• maintain knowledge of current Credit Union financial products and services; utilize the knowledge to advise and recommend Credit Union products and services to meet member’s financial needs.
• process teller transactions and open and close accounts, including general membership, custodial, etc.
• perform account maintenance, maintain and update records.
• assist the member with their lending needs, to include educating and recommending lending products/services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
• focus on accuracy in all areas, ensuring errors/corrections are minimal.
• maintain knowledge of and demonstrate adherence to all credit union policies, procedures, and regulations.
• keep manager informed of any issues that may arise. While acting as a liaison between members and departments, work to resolve problems within your authority. Escalate issues beyond your authority while keeping management informed on key issues.
• achieve individual goals and contribute to branch and organizational objectives.

Performance Measurements

• provide friendly, professional and accurate service and support to all members and coworkers.
• identify members' needs, recommend products, and process requests with a minimal number of errors.
• develop and improve knowledge and skills in Financial Services area.
• follow the credit union’s Bank Secrecy Act and anti-money laundering policies and procedures, including running OFAC searches, completing investigative reports of suspicious activity and currency transaction reports timely and without error.
• maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance.
• follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately.

Knowledge And Skills

• Experience: One year to three years of similar or related experience.
• Education : A high school education or GED.
• Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• Other Skills: Must be service oriented and member-focused. Detail oriented, organized, and resourceful. Must possess a learner mindset and be adaptable to change. Demonstrated ability to problem solve and be a critical thinker that is solution-focused. Previous cash-handling experience in a financial institution is preferred.
• Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email; tech savvy with strong keyboard and computer skills.

Physical Requirements

• While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances.
• The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment.
• Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day.
• The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms.
• The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds.

Company Description

Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments.

Pay Range

$23.66 - $24.39 per hour

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