Job added in hotlist
Applied job
Contract job
90-day-old-job
part-time-job
Recruiter job
Employer job
Expanded search
Apply online not available
Similar Jobs
Universal Branch Advisor - Palm Harbor - PT
Achieva Credit Union
Palm Harbor, FL
Apply Now >
Sales Associate
Things Remembered
Clearwater, FL
Apply Now >
Service Advisor
AutoNation, Inc.
Tampa, FL
Apply Now >
Customer Service Associate FT
Southeastern Grocers
Tampa, FL
Apply Now >
First Year Tax Professional
H & R Block Services, Inc.
Land O Lakes, FL
Apply Now >

Job Details

Universal Branch Advisor - Palm Harbor

Company name
Achieva Credit Union

Location
Palm Harbor, FL, United States

Employment Type
Full-Time

Industry
Customer Service, Retail

Posted on
Aug 12,2019

Valid Through
Nov 25,2019

Apply for this job






Profile

Assist Achieva in its mission to ‘change lives for GOOD’! Team members maintain a working knowledge of all products, services, organizational policies, and procedures. Responsible for dominating in service while cross-selling credit union solutions. Must be able to work Saturdays, travel to and provide support to surrounding market branches, as assigned. Must participate in annual training as required for BSA and the Privacy Act.

Dominates in service by providing prompt, friendly, and accurate service to everyone!

Serves as a well-rounded banking professional by performing a variety of member transactions, including cash/check handling, account opening and servicing, uncovering and matching financial needs to Achieva’s products and services, consumer loan origination and closing, servicing specialty accounts such as Trust and Business Accounts, etc.

Lives the Brand Frame by always ‘Finding a Way’ to assist, providing ‘VIP’ service, ‘Making it Easy’ to do business, and ‘Learning’ all about internal/external customers while promoting an environment of ‘Trust’.

Meets loan and sales goals by ‘Connecting’ to our customers and ‘Guiding’ them to solutions that will change their financial lives for GOOD.

Passionate about Achieva’s brand awareness! Promotes the benefits of Credit Unions and Achieva in the surrounding community by building a pipeline of raving members, participating in Achieva’s awesome community events, and by taking advantage of business development opportunities.

Fosters collaboration and efficiently communicates with other branches and support departments.

Maintains member confidentiality at all times.

Provides guidance to other team members.

Responsible for upholding all credit union ethical standards.

Represents the credit union in a courteous and professional manner.

Perform other essential job functions as required or assigned.

Tenured team members may additionally

Mentor new team members

Earn Super Power skillsets, like Trainer, Certified Financial Counseling, advanced IRA Processing, etc.

Perform management duties.

Experience and Skills:

High School Diploma or equivalent is required. 1-2 years of financial institution, retail environment, or customer service experience for MSA/Universal. The ability to multi-task. Organizational skills. Superior interpersonal skills. Sharp attention to detail. A professional demeanor, appearance, and speech. The ability to work independently. Will excel in a team environment by holding others accountable. The ability to identify and solve problems. Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine. Knowledge and practical use of MS Office Suite.

Company info

Achieva Credit Union
Website : http://www.achievacu.com/

Similar Jobs:
Patient Intake/Admissions Rep
Location : Tampa, FL
Position Summary specialty infusion services team as a Patient Admission Coordinator and be part of a dynamic team that supports a business that positively impacts over 20,000 patients a month! ...
First Year Tax Professional
Location : Holiday, FL
Do you have a passion for helping people and solving problems? Are you constantly seeking knowledge and interested in a career where you'll work hard during tax season, and have the remainder of the year to pursue other inter...
Macy's Retail Commission Sales, Part Time: WestShore Plaza','71836384','!*! Job Overview:   The Draw vs. Commission Sales Associate is responsible for providing outstanding customer service, meeting hourly sales and Star Rewards ...
I was very pleased with the EmploymentCrossing. I found a great position within a short amount of time … I definitely recommend this to anyone looking for a better opportunity.
Jose M - Santa Cruz, CA
  • All we do is research jobs.
  • Our team of researchers, programmers, and analysts find you jobs from over 1,000 career pages and other sources
  • Our members get more interviews and jobs than people who use "public job boards"
Shoot for the moon. Even if you miss it, you will land among the stars.
EmploymentCrossing - #1 Job Aggregation and Private Job-Opening Research Service — The Most Quality Jobs Anywhere
EmploymentCrossing is the first job consolidation service in the employment industry to seek to include every job that exists in the world.
Copyright © 2019 EmploymentCrossing - All rights reserved. 21 192