Top 22 Senior member advisor Jobs in Milton, Fl

Senior Member Advisor
PENAIR CREDIT UNION —Milton, FL
- $24.15 an hour
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Disability insurance
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Senior Tax Accountant - CPA Firm
Miller CPAs + Advisors —Pensacola, FL
- From $72,500 a year
- Extended hours
- Hybrid work
- Microsoft Excel
- CPA
- Research
- Paid holidays
- Health insurance
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Senior Data Scientist (Internal Audit Model & AI Risk)
Navy Federal Credit Union —Pensacola, FL
- $99,400 - $155,850 a year
- Online Application
- Azure
- Computer Science
- 5 years
- Referral program
6d
VP of Operations
Birdon America, Inc. —Pensacola, FL
- Full-time
- Engineering
- Office
- Business Administration
- Paid holidays
- Disability insurance
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Manager I, Mainframe Engineering
Navy Federal Credit Union —Pensacola, FL
- $131,700 - $206,450 a year
- Weekends as needed
- Computer science
- Computer Science
- DevOps
- Referral program
Director - Epic Clinical Applications
Baptist Health Care, Inc. —Pensacola, FL
- Full-time
- Background check
- Nursing
- 5 years
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Systems Solutions & Adoption Lead
Moffatt & Nichol —Pensacola, FL
- Full-time
- Background check
- Computer science
- 7 years
- Wellness program
- Health savings account
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Development Manager / Technical Lead for Engineering Consultant
Moffatt & Nichol —Pensacola, FL
- Full-time
- Background check
- Computer Science
- 5 years
- Wellness program
- Health savings account
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Veterinary Medical Affairs Director- Internal Medicine
Pegasus Laboratories, Inc. —Pensacola, FL
- Background check
- Pass drug screening
- 8 years
- Paid parental leave
- AD&D insurance
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9d
Wealth Advisor III
Truist Bank —Pensacola, FL
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Tax Manager, Corporate
Frazier & Deeter —Pensacola, FL
- Hybrid work
- CPA
- 5 years
- Master's degree
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Veterinary Medical Affairs Director- Cardiology
Pegasus Laboratories, Inc. —Pensacola, FL
- Background check
- Pass drug screening
- 8 years
- Paid parental leave
- AD&D insurance
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9d
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Pensacola, FL
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
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2d

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Senior Tax Accountant - CPA Firm
Miller CPAs + Advisors —Pensacola, FL
CPA license or are CPA eligible (Required). Please, no calls or inquiries from third-party recruiters, staffing agencies, or search firms.*.
From $72,500 a year
Quick Apply
Part-time Senior Tax Accountant
DSG Advisory CPA —United States
CPA or Enrolled Agent (EA) license (Required). Prepare multi-state individual, partnership, S Corporation, and corporate income tax returns.
$40 - $50 an hour
Quick Apply
1d

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HR Manager of Employee Relations
The Buckeye Ranch —Grove City, OH
You have an active driver’s license and proof of auto insurance. You have a bachelor’s degree in a related field. Company Paid Short Term Disability.
$66,601 - $83,500 a year
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10d
Chief Financial Officer / Director of Administrative Services
Ross County Health District —Chillicothe, OH
Must have a valid State of Ohio driver’s license and remain insurable in accordance with the agency’s insurance policy. Ability to pass a B.C.I.
$70,000 - $90,000 a year
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senior member advisor jobs near milton, fl

Senior Member Advisor

PENAIR CREDIT UNION -
Milton, FL

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Job Details

$24.15 an hour

Benefits

Paid parental leave
Disability insurance
Health insurance
Dental insurance
Paid time off
Adoption assistance
Parental leave
Vision insurance
Gym membership
Retirement plan

Qualifications

MLO License
High school diploma or GED

Full Job Description

Company Description

Since 1936 PenAir® Credit Union has been the catalyst where community, resources, and impact come together and produce a powerful force for good. We have a unique culture and we’re passionate about it. Grown from the values we hold most dear, three guiding principles shape how we see the people we serve, the community around us, and our role within it. These guiding principles are Respect, Service, and Communerosity® and they’re woven throughout our culture.

PenAir is where people and community, resources and expertise align with your values to create real impact. Generational impact through strong financial education and support. We care about the things you care about. As the largest and oldest credit union in Pensacola, Florida, with more than $2.5 billion in assets, our purpose is to enhance the lives of those we serve in the Florida Panhandle, Southern Alabama, and Virginia.

Careers
Do you have a passion for helping others?
Currently, PenAir provides access to 15 convenient locations across Mobile and Baldwin counties in Alabama and Escambia, Santa Rosa, Okaloosa and Bay counties in Florida. Join us and become a powerful force for good - after all we live, work, and play here too.

Join the team. You’ll fit right in.
Take control of your future by mapping out a career at PenAir. Working with us means you can shape your professional experience to suit your dreams. We offer valuable resources that provide you the opportunity to build upon and strengthen your skills. Whether it be a career path in advising our members directly on products and services, guiding them through major purchase decisions on a home or vehicle, or even helping build the technology and processes behind the scenes, there is a place for everyone at Pen Air! Success looks different for everyone. Where will your journey take you?

The PenAir difference.
Just like we strive to be a force for good at work, Pen Air works just as hard to supply employees with a total rewards package that includes competitive salaries and meaningful benefits.

Holistic Amenities:

Up to $15K available for continuing education
Student Loan Paydown
Adoption Assistance Reimbursement
Wellness Programs
Gym membership reimbursement
Formal Career Development Resources
Financial Wellness Resources
Purchase assistance with computers and fitness equipment.

Benefits Package Highlights:

Generous PTO Plan—20 days for new hires
Paid Maternal & Parental Leave
Competitive Retirement Plan
Competitive medical, dental & vision plans
Company paid Telehealth services.
Company paid Short Term Disability

And more……….!

The starting wage for this role is $24.15 per hour.

About the role:

Dedicated to enhancing lives in a universal service retail environment with cross-functional responsibilities in both a teller and advanced member service capacity. Consistently uncovers members' needs, offering appropriate solutions and provides accurate resolution to members' inquiries and concerns. Acts as mentor to new teammates.

Major Duties and Responsibilities:

Processes wide variety of financial transactions including but not limited to deposits, withdrawals, transfers and check cashing.
Uncovers existing and potential members’ needs and recommend solutions to improve their financial well-being using a sales through service consultative approach. Conducts all member service functions including consumer accounts, account maintenance, business accounts as well as unsecured and collateralized loans.
Proactively educates members on emerging and existing self-serve technology and digital solutions such as mobile/online banking, bill pay, remote deposit capture and ITM services.
Ensures appropriate records are maintained and required reports are prepared. Performs branch specific functions as needed, including but not limited to end of day balancing, and night drop.
Recognizes referral opportunities and refers members to internal business partners for specialized services including investments, mortgage or commercial lending.
Supports new teammates as a resource for knowledge, best practices and troubleshooting. May be given the authority to review high risk transactions to perform override authority.
Performs other job-related duties as assigned.

Minimum Qualifications:

Experience

Three years to five years of similar or related experience, including preparatory experience. Minimum three (3) years of financial institution experience in member service or cash operations or comparable experience in cash handling, customer service, or sales experience, or as a result of demonstrating consistent and proficient knowledge, ability and accuracy in all aspects of the job.

Education/Certifications/Licenses

A high school degree or equivalent. Registered as an active Mortgage Loan Originator (MLO) on the NMLS site. Must renew registration each year and update when changes to name, address, etc. occur.

Interpersonal Skills

A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle managers.

Other Skills:

Thrives in a fast-paced, multi-tasking environment
Conducts effective needs-based member conversations
Navigates multiple systems and applications with ease
Demonstrates strong problem-solving and sound decision-making skills
Committed to ongoing learning and professional development
Delivers exceptional member service
Maintains a high level of accuracy and attention to detail
Communicates effectively both verbally and in writing

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Quick Apply

Refine Your Search

senior member advisor jobs in milton, fl

Senior Member Advisor

Senior Tax Accountant - CPA Firm

Senior Data Scientist (Internal Audit Model & AI Risk)

VP of Operations

Manager I, Mainframe Engineering

Director - Epic Clinical Applications

Systems Solutions & Adoption Lead

Development Manager / Technical Lead for Engineering Consultant

Veterinary Medical Affairs Director- Internal Medicine

Wealth Advisor III

Tax Manager, Corporate

Veterinary Medical Affairs Director- Cardiology

Account Manager - Commercial Insurance (Construction/Contractors)

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