Location: Palm Harbor Branch
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
- 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
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
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.