Relationship Advisor ; Bainbridge
Listed on 2026-05-16
-
Finance & Banking
Banking & Finance -
Sales
Bilingual, Banking & Finance
Relationship Advisor Full-Time (Bainbridge)
Job Category:
Retail Operations
Requisition Number: RELAT
001319
Posted:
May 7, 2026
Employment Type:
Full-Time, On-site, Minimum 40 Hours Per Week, Availability Monday – Saturday based on need.
Bainbridge Branch
1400 Shotwell Street
Bainbridge, GA 39819, USA
Our Relationship Advisor (RA) demonstrates an understanding of, and belief in, Addition Financial’s mission and Core Values. RAs create unparalleled experiences for our members by cultivating, maintaining, and enhancing relationships in person, over the phone, or through electronic communication channels. They promote financial education and success by identifying members’ needs, teaching them, and introducing digital and financial solutions offered by the credit union.
They continually work to improve the lives of our members through exceptional service delivery while upholding absolute integrity.
- Member Engagement: Cultivate strong relationships with members to understand their financial needs; promote credit union products and services professionally, empowering members to make informed decisions.
- Member
Experience:
Ensure an exceptional member experience by delivering personalized and attentive service; address member inquiries and concerns promptly. - Membership Growth: Proactively identify and pursue opportunities to expand our membership base; develop and implement strategies to attract new members.
- Deposit Growth: Drive deposit growth through effective relationship building; provide personalized financial guidance to encourage members to maximize their deposits.
- Operational Expense Reduction: Exercise due diligence to prevent fraud and minimize losses; implement proactive measures to identify and address potential risks, ensuring operational efficiency and financial stability.
- Cross-Functional: Demonstrate flexibility by 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 opening and closing procedures and resolving teller outages.
- Transaction Processing: Handle personal and business account transactions such as deposits, transfers, withdrawals, credit card cash advances, loan payments, and more.
- Teamwork: Collaborate effectively with team members to achieve shared goals and enhance overall member experience.
- Self-Development: Build and maintain knowledge of Addition Financial products and services; remain actively engaged to stay informed about industry trends and evolving financial products.
- Additional Duties: Perform other duties as assigned and other department-wide projects and tasks as assigned.
Education:
- High School diploma or equivalent
- Minimum 1+ years of experience in a sales or member service role with cash handling experience
- A service-oriented, people-first mindset and commitment to exceeding expectations
- Genuine willingness and eagerness to learn, improve, and teach others
- Excellent listening, verbal, and written communication skills
- Outgoing personality with a strong desire to assist members
- Proficiency in accurately processing transactions and requests
- Strong oral and written communication skills; ability to speak and write clearly, courteously, and diplomatically, especially with diverse perspectives
- Enjoy working and building relationships with people across a wide variety of dispositions and personalities; engage positively throughout the entire transaction process
- Proficiency in credit union systems including core banking applications such as Symitar/Epysis, Synapsys, Meridian Link, Open Close, etc. Desired experience with Windows and Microsoft Office Software.
Physical Demands:
- Sitting for long periods
- Regularly talk or listen
- Occasional lifting of office supplies up to 20 lbs
- Vision abilities including close vision and ability to adjust focus
- Follow clear procedures without deviation
- Perform repetitive routine tasks
- With…
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