Park Community Credit Union
Financial Relationship Advisor- Hamburg
Park Community Credit Union, Lexington, Kentucky, us, 40598
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Financial Relationship Advisor- Hamburg
role at
Park Community Credit Union .
Role Overview The Financial Relationship Advisor supports current and potential members with credit union needs. Responsibilities include explaining services, setting up new accounts, resolving issues, directing members to appropriate teams, processing teller transactions, opening and closing accounts, and ensuring 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, and offer sound advice and solutions 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 to advise and recommend products and services to meet member’s financial needs.
Process teller transactions, open and close accounts, including general membership, custodial, etc.
Perform account maintenance, maintain and update records.
Assist the member with lending needs, including 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.
Maintain manager informed of any issues that may arise.
Act as liaison between members and departments to resolve problems within your authority; escalated issues beyond 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 our core values: Vibrant Connections, Inclusive Excellence, Bold Compassion, Endless Empowerment.
Knowledge & Skills
Experience: 1–3 years of similar or related experience.
Education: High school education or GED.
Interpersonal skills: Service-oriented, member-focused, detail oriented, organized, resourceful, learner mindset, adaptable, problem solver, critical thinker.
Preferred: Previous cash-handling experience in a financial institution.
Computer proficiency: MS Office (Word, Excel, PowerPoint), Internet, Email; strong keyboard and computer skills.
Physical Requirements Required to sit, stand, walk short distances, use hands and fingers to count currency, use personal computers and office equipment, occasionally lift up to 25 pounds.
Equal Opportunity Statement Park Community Credit Union is an Equal Opportunity Employer. Veterans and Disabled individuals are encouraged to apply.
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Financial Relationship Advisor- Hamburg
role at
Park Community Credit Union .
Role Overview The Financial Relationship Advisor supports current and potential members with credit union needs. Responsibilities include explaining services, setting up new accounts, resolving issues, directing members to appropriate teams, processing teller transactions, opening and closing accounts, and ensuring 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, and offer sound advice and solutions 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 to advise and recommend products and services to meet member’s financial needs.
Process teller transactions, open and close accounts, including general membership, custodial, etc.
Perform account maintenance, maintain and update records.
Assist the member with lending needs, including 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.
Maintain manager informed of any issues that may arise.
Act as liaison between members and departments to resolve problems within your authority; escalated issues beyond 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 our core values: Vibrant Connections, Inclusive Excellence, Bold Compassion, Endless Empowerment.
Knowledge & Skills
Experience: 1–3 years of similar or related experience.
Education: High school education or GED.
Interpersonal skills: Service-oriented, member-focused, detail oriented, organized, resourceful, learner mindset, adaptable, problem solver, critical thinker.
Preferred: Previous cash-handling experience in a financial institution.
Computer proficiency: MS Office (Word, Excel, PowerPoint), Internet, Email; strong keyboard and computer skills.
Physical Requirements Required to sit, stand, walk short distances, use hands and fingers to count currency, use personal computers and office equipment, occasionally lift up to 25 pounds.
Equal Opportunity Statement Park Community Credit Union is an Equal Opportunity Employer. Veterans and Disabled individuals are encouraged to apply.
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