Financial Relationship Advisor- Floating Bluegrass Area

Financial Relationship Advisor - Floating Bluegrass Area

Park Community Credit Union

Role

By emphasizing ONE Park, ONE Mission, One Team, the Financial Relationship Advisor I 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.

The Financial Relationship Advisor also processes teller transactions, opens and closes accounts, assists with lending needs, and ensures compliance with credit union policies and procedures.

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, including educating and recommending lending products or services, submitting consumer loan applications, collecting documentation, closing loans, and performing loan maintenance.
• Focus on accuracy in all areas, ensuring errors or 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.
• Perform other duties as assigned.

Performance Measurements

• To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values.
• Demonstrate Vibrant Connections, Inclusive Excellence, Bold Compassion, and Endless Empowerment.
• Provide friendly, professional and accurate service and support to all members and coworkers.
• Identify members' needs, recommend products, and process requests with minimal 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 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…