Relationship Advisor ( Hansell

Relationship Advisor Full-Time (Hansell)

Job Category: Retail Operations

Requisition Number: RELAT
001375

• Full-Time
• On-site

Location:

[City, State]

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 never drive us. Since 1937, we have focused on bringing financial success and education to everyone and making a positive impact in the lives of our members and the communities we serve. We are looking for people who want meaningful work, a heart for service, and a commitment to our mission.

If that sounds like you, read on to learn more!

Relationship Advisors (RAs) embody Addition Financial's mission and core values. They create unparalleled experiences for current and potential members by cultivating, maintaining, and enhancing relationships in person, over the phone, or through electronic communication. RAs promote financial education and success, identify member needs, teach them about our services, and continue to improve their lives through exceptional service delivery—all while demonstrating absolute integrity.

• Member Engagement: Cultivate strong relationships with members to understand their financial needs and promote credit union products and services professionally.
• Member
  
  Experience:
  
  Deliver personalized and attentive service, addressing inquiries and concerns promptly to foster positive relationships.
• Membership Growth: Proactively identify and pursue opportunities to expand our membership base and implement strategies to attract new members.
• Deposit Growth: Drive deposit growth through effective relationship building and personalized financial guidance.
• Operational Expense Reduction: Prevent fraud and minimize losses by implementing proactive risk‑identification measures and ensuring operational efficiency.
• Cross‑Functional: Balance duties 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 such as opening and closing procedures and resolving teller outages.
• Transaction Processing: Handle personal and business account transactions, including 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 stay informed about industry trends and evolving financial products.
• Perform additional duties and department‑wide projects as assigned.

• High School diploma or equivalent

• Minimum of 1+ years in a sales or member service role with cash handling experience.
• A service‑oriented, people‑first mindset committed 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 communicate with courtesy, tact, and diplomacy, especially with those who have different perspectives.
• Enjoy building relationships with a wide variety of dispositions and personalities.
• Ability to engage quickly and maintain engagement throughout transactions.

• Proficiency in credit union systems including Windows and Microsoft Office Software; experience with 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.

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