- Clearwater, Florida, United States
- On-site
- Full-time · Associate
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.
Responsibilities
- 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.
- Collaborate with branch leadership and team members to meet and exceed branch goals.
Requirements
- High school diploma, GED or equivalent
- Nice to have: Additional education in finance, business or related field