Relationship Advisor ; Liberty

Relationship Advisor Full-Time (Liberty)

Job Category
:
Retail Operations

Requisition Number
: RELAT
001326

• Posted :
  May 12, 2026
• Full-Time
• On-site

Showing 1 location

We are Addition Financial
, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen.

We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!

SUMMARY:

Our Relationship Advisor (RAs) demonstrate an understanding of, and belief in, Addition Financials’ mission and Core Values. They are committed to creating unparalleled experiences for our current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone or through electronic communication channels. These team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do.

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…