Branch Support Specialist

RiseMe

Grand Blanc (MI)

On-site

USD 34,000 - 42,000

Full time

2 days ago
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Benefits offered by this job

Medical, dental, and vision insurance
Life/AD&D and Disability Insurance
Tuition reimbursement
401(k) with employer match
Paid time off including holidays
Telemedicine & additional benefits

Job summary

Dort Financial Credit Union is seeking team members to deliver a full range of credit union services, assist members with questions, and strengthen member relationships by matching needs to our products. The role emphasizes positive, outgoing communication and a focus on financial well‑being.

Requirements include education as High School Diploma or GED, and at least one year of credit union or financial customer contact experience. Bondability and MS Office proficiency are expected.

Qualifications

  • High School Diploma or GED required.
  • At least one year or more of credit union or financial experience in customer contact preferred.
  • Must be bondable and able to work in the local area.
  • Working knowledge of Microsoft Office or similar software.

Responsibilities

  • Provide a full range of Credit Union services and assist members with questions.
  • Lobby management and member education on financial options.
  • Generate sales referrals and align member needs with products.
  • Demonstrate how the Credit Union can improve financial well-being.

Skills

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Dort Financial Credit Union is seeking team members who will carry out our mission of enriching the lives of our members, employees, and communities, and who will aim to achieve our vision of being a leader in the industry by providing quality financial services, fostering an empowered and diverse team, and making our communities a better place to live. At Dort Financial, we uphold a culture of excellence with opportunities of engagement and advancement for our team members. We abide by our core values of Empowerment, Accountability, Transparency, Collaboration, and Volunteerism each day, and have a strong focus in community involvement.

We offer a competitive benefits package immediately upon hire including medical, dental, and vision insurance; Life/AD&D and Disability Insurance, Supplemental Life insurance for employee/spouse/dependent; HSA and FSA plans; and tuition reimbursement for full-time team members. LegalShield, Pet Benefits, Employee Assistance Program, Telemedicine. We also offer a matching 401 (k) including a safe harbor, a referral bonus program, and paid time off including holidays.

Purpose of Position:

To provide a full range of Credit Union services. Describes services offered, answers member questions regarding a variety of services. Assists new/existing members in selection of services, including loans, cash, and (teller) services. Reconciles member problems and accounts. Builds and strengthens member relationships by matching the member's financial needs to the Credit Union's products and services at every opportunity. This position requires someone who is positive and outgoing with excellent communication skills. The job specifically entails:

  • Lobby management
  • Educate members on how to better manage their money.
  • Generate sales referrals.
  • Demonstrate how the Credit Union can improve financial well-being.
Minimum Formal Education:

High School Diploma or GED required.

Experience:

At least one year or more of credit union or financial experience in customer contact preferred.

Other Requirements:
  • Must be bondable
  • Must possess a working knowledge and experience in
  • Microsoft Office or similar software.

*Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.*

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