At a Glance
- Tasks: Engage with members, process transactions, and support branch operations.
- Company: Achieva Credit Union, a member-focused financial institution.
- Benefits: Flexible hours, professional growth, and a supportive team environment.
- Other info: Join a dynamic team and enjoy opportunities for community engagement.
- Why this job: Make a real difference in members' financial lives while developing your skills.
- Qualifications: High school diploma; finance or business education is a plus.
The predicted salary is between 30000 - 38556 £ per year.
The Branch Advisor plays a crucial role in delivering exceptional financial services and fostering positive relationships with our valued members.
This role’s primary responsibilities encompass cross‑selling products and services, processing all types of teller transactions, managing account maintenance, opening basic consumer accounts, handling branch operations, as well as other duties as assigned.
The Branch Advisor Hub role supports branches within the market and will be dispatched to locations based on member and business needs.
Key Responsibilities
- Member Engagement
- Serve as trusted advisor by engaging members in financial wellness conversations that uncover needs and lead to tailored product and service recommendations.
- Promote a member‑first culture by consistently delivering outstanding service both in person and over the phone.
- Demonstrate deep product knowledge to confidently guide members through financial solutions that enhance their experience and value.
- Utilize Achieva’s RSS tools and sales processes to drive consistent performance and member satisfaction.
- Collaborate with branch leadership and team members to meet and exceed branch goals.
- Participate in planned initiatives for meeting the growth goals of the branch.
- Leverage tools such as Sugar and Coconut to support and track service and sales activities.
- Member Accounts & Transactions
- Accurately process a wide range of teller transactions and account maintenance requests, ensuring compliance with all policies and procedures.
- Open basic accounts for new and existing members, offering relevant ancillary products and ensuring delivery of all regulatory documentation is provided.
- Branch Operations
- Take ownership of branch opening and closing procedures, maintaining operational readiness and security standards throughout the day.
- Work closely with branch leadership to identify opportunities for improvement and contribute to a positive, high‑performing team culture.
- Stay informed and adaptable to evolving tools, processes and member needs to ensure continues personal and professional growth.
- Organizational Engagement
- Represent the credit union with professionalism and courtesy in all interactions.
- Uphold the highest ethical standards in all interactions and responsibilities.
- Support leadership initiatives that position the credit union as a top employer.
- Take initiative to perform other essential functions as needed to support the team.
- Be available to work evenings and weekends to meet member and business demands.
Requirements
Education and Experience
- High school diploma, GED or equivalent.
- Additional education in finance, business or related field is a plus.
Certifications
- None
Skills and Attributes
- Excellent communication and people skills to effectively interact with members and team members.
- Professional appearance required.
- Strong multitasking abilities, prioritization skills, and adaptability in a fast-paced environment.
- Proficiency in using banking software, computer systems, and Microsoft Office Suite.
- Strong attention to detail and committed to maintaining accurate records and transactions.
- Ability to uphold the credit union’s values and foster a positive work environment.
- Proven ability to work collaboratively with other departments and teams to achieve organizational goals.
- Strong commitment to fostering a member-centric culture with strong emphasis on delivering excellent customer service.
- Ability to participate in branch activities, financial literacy presentations, and community events for branch awareness.
- Physical Demands & Work Environment
Achieva Credit Union is committed to providing equal employment opportunities to all individuals.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
This role operates primarily in‑person in an office environment.
On occasion, this position may require occasional travel to other Achieva offices or events.
The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms.
The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging.
This position may require extended periods of sitting or standing and occasional light lifting (up to 25 pounds) may be required.
EEO Statement
Achieva Credit Union is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status.
Achieva participates in E‑Verify.
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Branch Advisor - Hub in Scotland employer: Achieva Credit Union
Achieva Credit Union is an exceptional employer that prioritises member engagement and employee development within a supportive work culture. With a strong commitment to financial wellness, employees are empowered to build meaningful relationships with members while enjoying opportunities for personal and professional growth. Located in a dynamic environment, Achieva fosters a collaborative atmosphere where team members can thrive and contribute to the credit union's mission of delivering outstanding service.
StudySmarter Expert Advice🤫
We think this is how you could land Branch Advisor - Hub in Scotland
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Achieva Credit Union. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Branch Advisor - Hub in Scotland
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Achieva Credit Union.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Achieva Credit Union's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Achieva Credit Union
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Achieva Credit Union.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Achieva Credit Union will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Achieva Credit Union employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
