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Job · Quincy, FL · Full time

Relationship Advisor Full-Time (Quincy)

Addition Financial Credit Union · Public & Societal Benefit · $172.6M budget · 711 staff · Since 1937

Why Addition Financial Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Helps members achieve their money management goals.

  • Provide 187,897 members with regular savings, share drafts, certificates of deposit, ira, health savings and money market accounts with aggregate deposit balances that approximated $2,426,067,000 as of december 31, 2024.
  • Provide 87,349 loans including mortgages, business, home equity, Credit cards, share secured, vehicle, and line of Credit loans with aggregate loan balances that approximated $1,850,385,000 as of december 31, 2024.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$187K–$1000K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$155.3M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
711
employees
1 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+10%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
18 mo
of spending, in cash and securities
Looks good: 17.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 2022
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

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.

Read the original listing on additionfin.rec.pro.ukg.net

About Addition Financial Credit Union

From its Form 990

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