Park Community Credit Union
Financial Relationship Advisor- Louisville Area
Park Community Credit Union, Louisville, Kentucky, us, 40201
Financial Relationship Advisor - Louisville Area
We’re currently hiring for opportunities across the Louisville Area. Specific openings are available in the following locations: Fern Valley, Hike Point, Downtown-West Jefferson. Please note that while this posting covers the overall area, candidates will be considered and placed for a specific location based on their preference and organizational needs. Base pay range $23.00/hr - $23.00/hr Park Community Credit Union provided pay range. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. 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 help members 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. 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; advise and recommend products and services to meet member needs. Process teller transactions and open and close accounts, including general membership and custodial accounts. Perform account maintenance and update records. Assist members 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 adhere to all credit union policies, procedures, and regulations. Keep manager informed of any issues that may arise. Act as a liaison between members and departments; resolve problems within your authority and escalate beyond your authority when needed. Achieve individual goals and contribute to branch and organizational objectives. Performs other duties as assigned. Performance Measurements
Be an ambassador of Park’s culture supporting the credit union’s mission to build thriving communities, ensuring words and actions align with the Park VIBE core values: Vibrant Connections, Inclusive Excellence, Bold Compassion, Endless Empowerment. Provide friendly, professional, and accurate service and support to all members and coworkers. Identify members’ needs, recommend products, and process requests with a minimal number of errors. Develop and improve knowledge and skills in the Financial Services area. Follow the Bank Secrecy Act and anti-money laundering policies and procedures, including OFAC checks and timely reporting of suspicious activity. Maintain a professional work environment, promote teamwork, and present a businesslike appearance. Follow all security policies and report discrepancies or suspicious activity to management. Knowledge, Skills, and Experience
Experience:
One year to three years of similar or related experience. Education:
A high school education or GED. Interpersonal Skills:
Work involves substantial personal contact for conflict resolution, relationship building, and cooperative engagement with confidentiality and diplomacy. Other Skills:
Service-oriented and member-focused; detail-oriented, organized, and resourceful. Learner mindset and adaptability to change. Problem-solving and critical thinking abilities. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office (Word, Excel, PowerPoint), Internet, and Email; strong keyboard and computer skills. Physical Requirements Work Environment
The work environment is a general office setting with regular customer interaction. Reasonable accommodations may be made for qualified individuals with disabilities. Physical Demands
Typical office duties requiring sitting, standing, walking, counting currency, handling objects, reading, writing, and using office equipment. Occasional lifting up to 25 pounds; reasonable accommodations available as needed. Company Description Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Park Community Credit Union by 2x
#J-18808-Ljbffr
We’re currently hiring for opportunities across the Louisville Area. Specific openings are available in the following locations: Fern Valley, Hike Point, Downtown-West Jefferson. Please note that while this posting covers the overall area, candidates will be considered and placed for a specific location based on their preference and organizational needs. Base pay range $23.00/hr - $23.00/hr Park Community Credit Union provided pay range. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. 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 help members 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. 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; advise and recommend products and services to meet member needs. Process teller transactions and open and close accounts, including general membership and custodial accounts. Perform account maintenance and update records. Assist members 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 adhere to all credit union policies, procedures, and regulations. Keep manager informed of any issues that may arise. Act as a liaison between members and departments; resolve problems within your authority and escalate beyond your authority when needed. Achieve individual goals and contribute to branch and organizational objectives. Performs other duties as assigned. Performance Measurements
Be an ambassador of Park’s culture supporting the credit union’s mission to build thriving communities, ensuring words and actions align with the Park VIBE core values: Vibrant Connections, Inclusive Excellence, Bold Compassion, Endless Empowerment. Provide friendly, professional, and accurate service and support to all members and coworkers. Identify members’ needs, recommend products, and process requests with a minimal number of errors. Develop and improve knowledge and skills in the Financial Services area. Follow the Bank Secrecy Act and anti-money laundering policies and procedures, including OFAC checks and timely reporting of suspicious activity. Maintain a professional work environment, promote teamwork, and present a businesslike appearance. Follow all security policies and report discrepancies or suspicious activity to management. Knowledge, Skills, and Experience
Experience:
One year to three years of similar or related experience. Education:
A high school education or GED. Interpersonal Skills:
Work involves substantial personal contact for conflict resolution, relationship building, and cooperative engagement with confidentiality and diplomacy. Other Skills:
Service-oriented and member-focused; detail-oriented, organized, and resourceful. Learner mindset and adaptability to change. Problem-solving and critical thinking abilities. Previous cash-handling experience in a financial institution is preferred. Computer proficiency with MS Office (Word, Excel, PowerPoint), Internet, and Email; strong keyboard and computer skills. Physical Requirements Work Environment
The work environment is a general office setting with regular customer interaction. Reasonable accommodations may be made for qualified individuals with disabilities. Physical Demands
Typical office duties requiring sitting, standing, walking, counting currency, handling objects, reading, writing, and using office equipment. Occasional lifting up to 25 pounds; reasonable accommodations available as needed. Company Description Park Community is Kentucky’s largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. PARK COMMUNITY CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries: Banking Referrals increase your chances of interviewing at Park Community Credit Union by 2x
#J-18808-Ljbffr