Brighton Member Experience Coach - Financial Wellness

Lake Trust Credit Union; Brighton (MI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) matching

Health benefits

DEI initiatives

Work-life balance

Wellbeing programs

Financial coaching

Job summary

Lake Trust Credit Union in Brighton, MI is seeking a Member Experience Associate who is passionate about delivering the best member experience. You will uncover member needs, inspire solutions, and help members reach their financial goals.

In this role you will cross-sell products, open various deposit accounts, and support onstage operations while upholding teamwork and community focus. High school diploma required with 1–2 years of related experience.

Qualifications

• High School Diploma or GED required.
• 1–2 years of experience building member/customer relationships and cross-selling financial products.

Responsibilities

• Greet and interact with members to uncover needs and provide solutions.
• Cross-sell products and services to advance members' financial goals.
• Open deposit accounts, including specialty and business accounts.
• Support onstage operations and help achieve Lake Trust goals.

Skills

Active listening

Cross-selling

Customer relationship building

Teamwork

Education

High School Diploma/GED

Job description

Lake Trust Credit Union in Brighton, MI is seeking a Member Experience Associate who is passionate about delivering the best member experience. You will uncover member needs, inspire solutions, and help members reach their financial goals.

In this role you will cross-sell products, open various deposit accounts, and support onstage operations while upholding teamwork and community focus. High school diploma required with 1–2 years of related experience.