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Jobs at Achieva Credit Union (Now Hiring) — 15 open

Achieva Credit Union logoAchieva Credit Union

Branch Advisor

Largo, Florida, United States · On-site

Entry level

Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-se…

Skills: Cross-selling, Teller Transactions, Account Maintenance, Member Engagement, Financial Wellness Consulting

Achieva Credit Union logoAchieva Credit Union

Branch Development Manager

Palm Harbor, Florida, United States · On-site

Mid level

Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-be…

Skills: Business Development, Sales Management, Financial Services, Strategic Planning, Relationship Management

Achieva Credit Union logoAchieva Credit Union

Assistant Branch Manager

St. Petersburg, Florida, United States · On-site

Mid level

Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-be…

Skills: Branch Operations, Team Leadership, Regulatory Compliance, Risk Management, Member Engagement

Achieva Credit Union logoAchieva Credit Union

Branch Ambassador

Venice, Florida, United States · On-site

Entry level

Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-be…

Skills: Customer Service, Communication, Multitasking, Prioritization, Banking Software

Achieva Credit Union logoAchieva Credit Union

Business Relationship Manager

Dunedin, Florida, United States · Hybrid

Senior

Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-be…

Skills: Business Development, Relationship Management, Treasury Management, Commercial Banking, Consultative Sales

Achieva Credit Union logoAchieva Credit Union

Branch Advisor

Estero, Florida, United States · On-site

Entry level

Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-se…

Skills: Cross-selling, Teller Transactions, Account Maintenance, Financial Wellness Consulting, Customer Service

Achieva Credit Union logoAchieva Credit Union

Member Service Advisor I

Dunedin, Florida, United States · Hybrid

Entry level

Banking for GOOD At Achieva, serving members extends beyond our branches. Employees have opportunities to volunteer, support community initiatives, and make a difference throughout the communities we serve. Position Summ…

Skills: Customer Service, Cross-selling, Call Center Operations, Fraud Mitigation, Account Maintenance

Achieva Credit Union logoAchieva Credit Union

Branch Advisor- Bilingual (English and Spanish) Required

Tampa, Florida, United States · On-site

Entry level

Banking for GOOD At Achieva, serving members extends beyond our branches. Employees have opportunities to volunteer, support community initiatives, and make a difference throughout the communities we serve. Position Summ…

Skills: Cross-selling, Teller Transactions, Account Maintenance, Member Engagement, Financial Wellness Consulting

Achieva Credit Union logoAchieva Credit Union

Branch Advisor - Hub

Largo, Florida, United States · On-site

Entry level

Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-se…

Skills: Cross-selling, Teller Transactions, Account Maintenance, Member Engagement, Financial Wellness

Achieva Credit Union logoAchieva Credit Union

Property & Casualty Insurance Agent - AIA

Tampa, Florida, United States · Hybrid

Mid level

Position Summary: The Property & Casualty Insurance Agent provides outstanding customer service related to existing and new customers. This role actively produces new business from existing customers and new business lea…

Skills: Customer Service, Lead Generation, Cold-calling, Networking, Insurance Sales

Achieva Credit Union logoAchieva Credit Union

Property & Casualty Insurance Agent - AIA

Tampa, Florida, United States · Hybrid

Mid level

Position Summary: The Property & Casualty Insurance Agent provides outstanding customer service related to existing and new customers. This role actively produces new business from existing customers and new business lea…

Skills: Customer Service, Lead Generation, Cold-calling, Networking, Insurance Sales

Achieva Credit Union logoAchieva Credit Union

Business Banking Services Admin Temp

Dunedin, Florida, United States · Hybrid

Entry level

*This temporary position is estimated at about 3-6 month project. Position Summary: The Temporary Business Banking Services Admin/File Cleanup Specialist supports Achieva’s Business Banking Services (BBS) team with the B…

Skills: Document Management, Loan Document Analysis, Adobe, Digital Document Tools, Attention To Detail

Achieva Credit Union logoAchieva Credit Union

Branch Advisor - Hub

Dunedin, Florida, United States · On-site

Entry level

Position Summary: The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-se…

Skills: Cross-selling, Teller Transactions, Account Maintenance, Member Engagement, Financial Wellness

Achieva Credit Union logoAchieva Credit Union

Teller - Part Time

Naples, Florida, United States · On-site

Entry level

Teller - Part Time Hours for this part-time position are 20 hours per week, Monday - Friday 11 am - 3 pm Position Summary: The Teller serves as a frontline representative of the credit union, playing a vital role in deli…

Skills: Customer Service, Banking Software, Microsoft Office Suite, Communication Skills, Multitasking

Achieva Credit Union logoAchieva Credit Union

Branch Advisor: Bilingual ( English/ Spanish)

St. Petersburg, Florida, United States · On-site

Entry level

*Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we're more than just a financial institution. We're a trusted partner dedicated to empowering our members to achieve financial well-b…

Skills: Cross-selling, Teller Transactions, Account Maintenance, Member Engagement, Financial Wellness Consulting

Achieva Credit Union logo

Branch Advisor

Achieva Credit Union

Largo, Florida, United States • On-site

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Entry level

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  • Full-time
  • high school
  • Posted 5d ago
  • ~40 hrs/week

Responsibilities

The Branch Advisor is responsible for delivering financial services, processing teller transactions, and opening consumer accounts. They act as a trusted advisor to members by recommending tailored products and managing branch operational security.

Requirements

A high school diploma or GED is required, with additional education in finance or business preferred. Candidates must possess strong communication skills and proficiency in banking software and Microsoft Office.

Full job description

Position Summary:

The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members. This role’s primary responsibilities encompass cross-selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned.

Key Responsibilities:
Member Engagement
  • Serve as trusted advisor by engaging members in financial wellness conversations that uncover needs and lead to tailored product and service recommendations.
  • Promote a member-first culture by consistently delivering outstanding service both in person and over the phone.
  • Demonstrate deep product knowledge to confidently guide members through financial solutions that enhance their experience and value.
  • Utilize Achieva’s RSS tools and sales processes to drive consistent performance and member satisfaction.
Sales Excellence
  • Collaborate with branch leadership and team members to meet and exceed branch goals.
  • Participate in planned initiatives for meeting the growth goals of the branch.
  • Leverage tools such as Sugar and Coconut to support and track service and sales activities.
Member Accounts & Transactions
  • Accurately process a wide range of teller transactions and account maintenance requests, ensuring compliance with all policies and procedures.
  • Open basic accounts for new and existing members, offering relevant ancillary products and ensuring delivery of all regulatory documentation is provided.
Branch Operations
  • Take ownership of branch opening and closing procedures, maintaining operational readiness and security standards throughout the day.
  • Work closely with branch leadership to identify opportunities for improvement and contribute to a positive, high-performing team culture.
  • Stay informed and adaptable to evolving tools, processes and member needs to ensure continues personal and professional growth.
Organizational Engagement
  • Represent the credit union with professionalism and courtesy in all interactions.
  • Uphold the highest ethical standards in all interactions and responsibilities.
  • Support leadership initiatives that position the credit union as a top employer.
  • Take initiative to perform other essential functions as needed to support the team.
  • Be available to work evenings and weekends to meet member and business demands.
Requirements:
Education and Experience
  • High school diploma, GED or equivalent.
  • Additional education in finance, business or related field is a plus.
Certifications
  • None
Skills and Attributes
  • Excellent communication and people skills to effectively interact with members and team members,
  • Professional appearance required.
  • Strong multitasking abilities, prioritization skills, and adaptability in a fast-paced environment.
  • Proficiency in using banking software, computer systems, and Microsoft Office Suite.
  • Strong attention to detail and committed to maintaining accurate records and transactions.
  • Ability to uphold the credit union’s values and foster a positive work environment.
  • Proven ability to work collaboratively with other departments and teams to achieve organizational goals.
  • Strong commitment to fostering a member-centric culture with strong emphasis on delivering excellent customer service.
  • Ability to participate in branch activities, financial literacy presentations, and community events for branch awareness.
Physical Demands & Work Environment:
Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

This role operates primarily operates in-person in an office environment. On occasion, this position may require occasional travel to other Achieva offices or events. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. This position may require extended periods of sitting or standing and occasional light lifting (up to 25 pounds) may be required.

EEO Statement:
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.

Related keywords

Credit UnionFinancial ServicesRSS ToolsSugarCoconutBanking SoftwareFinancial LiteracyMember-Centric CultureRegulatory DocumentationBranch OperationsConsumer AccountsCross-selling

About Achieva Credit Union

LinkedInVisit site

Banking for GOOD

Industry
Financial Services
Company size
201-500 employees
Founded
1937
Headquarters
Dunedin, Florida
LinkedIn followers
5,314

Our mission at Achieva Credit Union is to provide financial solutions that help members simplify their lives and achieve their goals. Established along Florida’s Suncoast in 1937, Achieva Credit Union provides GOOD banking experiences to people from all walks of life. Unlike a bank, we are not-for-profit, and are owned and operated by the members we serve. That means that we’re accountable to you, not outside shareholders. With 23 branches and over 150,000 members, our field of membership is always growing. Join today and see why banking is GOOD with Achieva.

Offices: 1659 Virginia St, Dunedin, Florida 34698, US

Financial ServicesBusiness Loans and AccountsHome LoansStudent LoansCertified Financial CounselorsSavings and Checking AccountsYouth AccountsAuto & Boat LoansHSA Accountsand Credit Cards (Personal & Business)
View all jobs at Achieva Credit Union

About Achieva Credit Union

LinkedInVisit site

Banking for GOOD

Industry
Financial Services
Company size
201-500 employees
Founded
1937
Headquarters
Dunedin, Florida
LinkedIn followers
5,314

Our mission at Achieva Credit Union is to provide financial solutions that help members simplify their lives and achieve their goals. Established along Florida’s Suncoast in 1937, Achieva Credit Union provides GOOD banking experiences to people from all walks of life. Unlike a bank, we are not-for-profit, and are owned and operated by the members we serve. That means that we’re accountable to you, not outside shareholders. With 23 branches and over 150,000 members, our field of membership is always growing. Join today and see why banking is GOOD with Achieva.

Offices: 1659 Virginia St, Dunedin, Florida 34698, US

Financial ServicesBusiness Loans and AccountsHome LoansStudent LoansCertified Financial CounselorsSavings and Checking AccountsYouth AccountsAuto & Boat LoansHSA Accountsand Credit Cards (Personal & Business)
View all jobs at Achieva Credit Union

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