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Park Community Credit Union · 18 hours ago

Financial Relationship Advisor- Shepherdsville

Shepherdsville, KY

Full-time

Onsite

Entry Level

1+ years exp

Park Community Credit Union is Kentucky’s largest Community Development Financial Institution focused on empowering communities and fostering belonging. The Financial Relationship Advisor I is responsible for supporting members with their credit union needs, building lasting relationships, and providing personalized financial advice and solutions.

BankingCreditFinancial Services

Work & Life Balance

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

Performs other duties as assigned

Qualification

Financial services knowledgeCustomer service orientationProblem-solving skillsCash-handling experienceComputer proficiencyInterpersonal skillsDetail-orientedOrganizational skillsAdaptabilityTeamwork

Required

One year to three years of similar or related experience

A high school education or GED

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

Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email

Tech savvy with strong keyboard and computer skills

Preferred

Previous cash-handling experience in a financial institution

Company

Park Community Credit Union

Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union, a mission driven organization owned by our members that exists to empower communities, fuel dreams, and cultivate belonging.

Founded in 1965

Louisville, Kentucky, USA

201-500 employees