Universal Branch Advisor

Overview

Achieva is all about being there for our members, our community and each other. We employ more than 500 people throughout our 22-county footprint, which means we’re a stable company with diverse opportunities for career growth.

We value our team members and their feedback; they’ve helped build our warm, friendly culture and shape our outstanding benefits package. We’re also big on professional development and having fun along the way. It’s no wonder we’ve been ranked as one of the “Top Workplaces” every year since 2012.

Take 30 seconds to watch why our team members love working at Achieva, explore our job openings, and let us know if you’re interested in joining our team!

• Competitive pay
• Up to 18 paid days off in the first year
• Up to 15 paid holidays
• Health and dental insurance (full-time employees only)
• Life and disability insurance (full-time employees only)
• Career pathing with professional development opportunities
• Fitness reimbursement program
• Free Achieva Checking Plus account
• Voted as one of Tampa Bay Times "Top Places to Work" since 2012
• Ranked #1 "Top Midsize Workplace" in 2016 according to the Tampa Bay Times
• Voted as one of “Top Places to Work USA" in 2023 and 2024
• Friendly environment that promotes growth
• Dedicated to serving the local community

Position: Universal Branch Advisor - FT

Location: Naples Blvd

City: Naples, FL

Job : 518

# of Openings: 0

Role: Personal Banker / Universal Branch Advisor

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.

• 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 Accounts, etc.
• 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 for GOOD.
• 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 community events, and by taking advantage of business development opportunities.
• Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting.
• 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.

• High school diploma or G.E.D.

• Within first year of serving as a Universal Branch Advisor, UBAs will earn a CUNA Certified Financial Counselor designation and positioning them to provide extensive consultative services related to budgeting, credit management, and some retirement planning.

• 1-2 years financial institution, retail environment, or customer service experience

• The ability to multi-task
• Organizational skills
• Superior interpersonal skills
• Excellent oral and written communications
• A professional demeanor, appearance, and speech
• The ability to work independently
• The ability to identify and solve problems
• Proficiently use common office equipment: copier, fax, scanner, telephone, Windows based PC, 10 key adding machine
• Knowledge and practical use of MS Office Suite.

Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Achieva Participates in E-Verify.