Digital-First Banking Consultant for Member Experience

Community Financial Credit Union

Plymouth (MI)

On-site

USD 42,000 - 52,000

Full time

10 days ago
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Benefits offered by this job

Medical benefits
Dental and Vision
Paid time off
Parental leave
Lifestyle accounts
Family benefits
Holidays paid

Job summary

orsa credit union seeks an in-branch consultant to transform routine visits into digitally-forward, people-first experiences that build trust and deepen relationships with members. You will bridge strategy and action while upholding core values and compliance across daily operations.

As a frontline partner, you’ll guide members to solutions aligned with their goals, understand everyday finances, and promote deposit, lending, and digital product options with clarity and care.

Qualifications

  • High school diploma or equivalent.
  • Minimum two years' experience as a service representative in the retail or service industry or equivalent experience.

Responsibilities

  • Walk alongside members in both light and dark moments.
  • Guide members toward meaningful solutions with a digitally-first mindset.
  • Take time to understand members’ everyday finances and impossible dreams, recommending products and services that help them move forward with confidence.
  • Deliver operational excellence with care.
  • Take ownership of member challenges.
  • Be a confident and trusted resource.
  • Contribute to branch and organizational success.
  • Collaborate to strengthen community connection.
  • Commit to continuous learning and growth.
  • Support organizational flexibility.

Education

High school diploma or equivalent

Job description

orsa credit union seeks an in-branch consultant to transform routine visits into digitally-forward, people-first experiences that build trust and deepen relationships with members. You will bridge strategy and action while upholding core values and compliance across daily operations.

As a frontline partner, you’ll guide members to solutions aligned with their goals, understand everyday finances, and promote deposit, lending, and digital product options with clarity and care.

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