Outreach Support Counselor Full Time - Merritt Island, FL, United States - Addition Financial

Description

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals.

Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve.

And we want your help to make that happen. Our Relationship Advisor (RAs) demonstrate an understanding of, and belief in, Addition Financials' mission and Core Values.

They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone or through electronic communication channels.

These team members will engage directly in promoting financial education and success by identifying and learning about our member's needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do.

Cultivate strong relationships with members to understand their financial needs. Promote credit union products and services in a professional and knowledgeable manner, empowering members to make informed decisions.

Deposit Growth:
Drive deposit growth through effective relationship building with existing and potential member. Provide personalized financial guidance to encourage members to maximize their deposits.
Exercise due diligence to prevent fraud and minimize credit unions losses. Implement proactive measures to identify and address potential risks ensuring operational efficiency and financial stability.

Cross-Functional:
Demonstrate flexibility by efficiently balancing responsibilities between teller line and platform services based on member demand.

Member Outreach:
Proactively reach out to members to enhance relationships and address their financial needs.

Branch Support:

Collaborate with branch operations to assist with daily tasks including branch opening and closing procedures and resolving teller outages.

Handle personal and business accounts transactions, such as deposits, transfers, withdrawals, credit card cash advance, loan payments and more.

Build and maintain knowledge of Addition Financial products and services and actively engaged to stay informed about industry trends and evolving financial products.

And other department wide projects and tasks as assigned.
High School diploma or equivalent
Minimum of 1+ years of experience in a sale/ or member service role and cash handling experience
Must truly enjoy directly working and building relationships with people across a wide variety of dispositions and personalities.

Proficiency in credit union systems including windows and Microsoft Office Software:

experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) Occasional lifting of office supplies up to 20 lbs.

Part Time is a minimum of 24 hours per week - maximum 29 hours per week. This position is required to work every Saturday. Requires 4 weeks of full-time training.
Like making a difference in people's lives and in the community. Being part of a team that supports each other. Comprehensive medical, dental and vision coverage from leading insurance providers
Continuing education and up to $5,000 in tuition assistance annually
Major holidays off including Federal holidays that many other industries don't observe
Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts
At Addition Financial, we accept you for who you are.

We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment.

Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness.