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Description
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!
SUMMARY :
Our Relationship Advisor (RAs) demonstrate an understanding of, and belief in, Addition Financials’ mission and Core Values.
They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone or through electronic communication channels.
These team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
Requirements
Education :
High School diploma or equivalent
Experience :
The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
Any applicable system or program knowledge :
Proficiency in credit union systems including windows and Microsoft Office Software : experience with those core banking applications (Symitar / Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
OTHER CHARACTERISTICS OF THE POSITION :
Physical Demands :
Mental Demands :
Part Time is a minimum of 24 hours per week - maximum 29 hours per week. This position is required to work every Saturday.
Hours based on the needs of the branch. Requires 4 weeks of full-time training.
WORKING WITH US :
We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community.
Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including :
Last updated : 2024-05-21
Full Time
Banking
$77k-103k (estimate)
03/11/2024
06/04/2024
additionfi.com
KISSIMMEE, FL
<25
1937
LUIS JIMENEZ
<$5M
Banking
Addition Financial is a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. We exist solely for the benefit of our members, and we return our profits to them in the form of lower loan rates, higher dividends on savings, and lower fees. Our members have built Addition Financial into a billion dollar institution, rated 5-stars for our strength and security. And in return, Addition Financial has been there for our members and the communities we serve throughout Central Florida, since 1937.
The job skills required for Relationship advisor include Financial Services, Products and Services, Building Relationships, Cash Handling, Listening, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship advisor positions, which can be used as a reference in future career path planning. As a Relationship advisor, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship advisor. You can explore the career advancement for a Relationship advisor below and select your interested title to get hiring information.