Branch Services & Financial Wellness Advisor

Dort Financial Credit Union; Lapeer (MI); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

AD&D Insurance

Disability Insurance

HSA

FSA

Tuition Reimbursement

401(k) Matching

Referral Bonus

Paid Time Off

Holidays

Job summary

Dort Financial Credit Union is seeking a Branch Support Specialist to provide a full range of credit union services at our DeMille Road location in Lapeer, MI. The role focuses on assisting members with services, answering questions, and resolving issues to strengthen relationships.

Ideal candidates will have a High School diploma or GED and at least one year of credit union or financial customer contact experience.

Qualifications

• High School Diploma or GED required.
• At least 1 year of credit union or financial customer contact experience preferred.
• Bondable candidate required.
• Working knowledge of Microsoft Office or similar software.

Responsibilities

• Lobby management and member assistance.
• Educate members on budgeting, savings, and loan options.
• Demonstrate how the Credit Union can improve members' financial well-being.

Skills

Customer service

Communication

Cash handling

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Dort Financial Credit Union is seeking a Branch Support Specialist to provide a full range of credit union services at our DeMille Road location in Lapeer, MI. The role focuses on assisting members with services, answering questions, and resolving issues to strengthen relationships.

Ideal candidates will have a High School diploma or GED and at least one year of credit union or financial customer contact experience.