Relationship Advisor I-Part Time (UCF Downtown

Relationship Advisor I-Part Time (UCF Downtown)

Job Category: Retail Operations

Requisition Number: RELAT
001397

• Posted :
  July 28, 2026
• Full-Time
• On-site

Showing 1 location

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Member Engagement: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.
• Member
  
  Experience:
  
  Ensure an exceptional member experience by delivering personalized and attentive service. Address member inquiries and concerns promptly, fostering a positive relationship.
• 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 with existing and potential member. Provide personalized financial guidance to encourage members to maximize their deposits.
• Operational Expense Reduction: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.
• Transaction processing:Handle personal and business accounts transactions, such as deposits, transfers, withdrawals, credit card cash advance, 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 and 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.

REQUIREMENTS

Education:

• High School diploma or equivalent

Experience:

• Minimum of 1+ years of experience in a sale/ or member service role and 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 and effectively, must be able to communicate with courtesy, tact, and diplomacy especially with those who have different perspectives, experiences, and backgrounds.
• Must truly enjoy directly working and building relationships with people across a wide variety of dispositions and personalities. The ability to positively engage quickly and maintain that engagement throughout the entire transaction process is critical.
• Genuine willingness and eagerness to learn, improve and teach others.

Any applicable system or program knowledge:

• Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, Open Close, etc.) highly desired.

This is a full-time role working a minimum of 40 hours per week with availability Monday – Saturday based on need.

OTHER CHARACTERISTICS OF THE POSITION:

Physical Demands:

• Sitting for long periods at a time.
• Regularly required to talk or listen.
• Occasional lifting of office supplies up to 20 lbs.
• Vision abilities including close vision and ability to adjust focus.

Mental Demands:

• Must understand and follow a set of clear oral and/or written procedures without deviation.
• Performs repetitive routine tasks.
• Withstand moderate amounts of stress.
• Must adhere to a provided work schedule to meet a set of qualitative production standards.
• Perform tasks…