Job summary
Job post source
This job is directly from Achieva Credit Union
Job overview
The Universal Branch Advisor II at Achieva Credit Union is responsible for delivering excellent member service, cross-selling financial products, and supporting branch operations to help change members' financial lives positively.
Responsibilities and impact
The role involves performing various member transactions, meeting loan and sales goals, promoting Achieva's brand in the community, supporting outreach campaigns, collaborating with branches, maintaining confidentiality, and mentoring team members as needed.
Experience and skills
Requires 3-5 years of experience in financial institutions, retail, or customer service, with skills in multitasking, organization, communication, problem-solving, and proficiency in MS Office and office equipment.
Career development
Tenured team members may mentor others, earn advanced skillsets like Certified Financial Counseling, and take on management duties.
Work environment and culture
Achieva emphasizes a professional, friendly, and service-oriented culture focused on trust, community involvement, and ethical standards.
Company information
Achieva Credit Union is a member-focused financial institution committed to improving members' financial lives and promoting credit union benefits in the community.
Job location and travel
The job requires working Saturdays and traveling to support surrounding market branches as assigned.
Unique job features
The position includes earning a CUNA Certified Financial Counselor designation within the first year and opportunities for advanced training and leadership roles.
Company overview
Achieva Credit Union is a member-owned financial cooperative based in Florida, providing a range of banking services including savings accounts, loans, mortgages, and investment options. They generate revenue through interest on loans, fees for services, and investment income. Founded in 1937, Achieva has a long history of community involvement and financial education initiatives, emphasizing personalized service and local engagement. Their mission focuses on improving members' financial well-being and supporting community development.
How to land this job
Position your resume to highlight your customer service expertise and your ability to manage multiple financial products and services, emphasizing your experience in banking or retail environments.
Focus on showcasing your skills in cross-selling, member service excellence, and your ability to meet sales and loan goals, as these are key to the Universal Branch Advisor II role.
Apply through multiple channels including Achieva Credit Union's official career page and LinkedIn to maximize your application visibility and chances.
Connect on LinkedIn with current Achieva team members in branch operations or sales roles; start conversations with ice breakers like commenting on Achieva’s community involvement or asking about their experience with the Certified Financial Counselor designation.
Optimize your resume for ATS by incorporating keywords such as 'customer service,' 'financial counseling,' 'loan origination,' 'cross-selling,' and 'member transactions' to ensure it passes automated screening.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts, saving you valuable time and increasing your chances at Achieva Credit Union.
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