Financial Experience Advocate - Cheboygan

ALPENA ALCONA AREA Credit Union; Michigan; On-site; USD 23,240 - 42,926; Full time

Benefits offered by this job

Paid Vacation

Medical/Dental/Vision Insurance

401(k) matching

Tuition Reimbursement

Employee Clothing Allowance

Job summary

A regional credit union in Michigan seeks a Financial Experience Advocate to provide financial wellness advice, manage member accounts, and resolve inquiries. The ideal candidate will have 1-3 years of customer service experience and a high school education or GED. This position offers competitive benefits, including zero-premium health insurance and a robust retirement plan.

Qualifications

• 1-3 years of related experience required.
• Ability to communicate effectively with members.
• Familiarity with financial products and services.

Responsibilities

• Advise members on their financial needs.
• Open and close membership accounts.
• Resolve member inquiries promptly.

Skills

Customer service

Conflict resolution

Financial advising

Education

High school education or GED

Job description

Job Openings: Financial Experience Advocate - Cheboygan

Announcement Date: October 29, 2025

Location of Position: Cheboygan, MI

Salary: $16.87 up to $31.16 (based upon experience)

Days: Monday through Friday with some Saturdays

Hours: 40 hours per week

Duties:

Role:

Advises new and existing members with their financial wellness needs, opens and closes individual membership accounts, processes transactions, resolves account problems, and provides advice regarding other products and services of the Credit Union. Follows the Credit Union mission and member promise statements.

Essential Functions & Responsibilities:

Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution.

Advise members on products and services that will meet their financial needs.

Maintains accurate member account information and prepares required reports for management.

Acts as liaison between members and various departments.

Performs other job related duties as assigned.

Requirements:

Performance Measurements:

1. Provide informed, prompt, and accurate service to all members and associates by greeting and waiting on members in a timely manner.

2. Open individual accounts, certificates of deposit, and other Credit Union products or services in accordance with credit union policies and procedures, ensuring all related forms and documents are completed and filed/scanned in a timely manner.

3. Carry out assigned duties and responsibilities with minimal errors according to established credit union standards.

4. Actively advise members on products and services to achieve or exceed 100% of all established individual, branch and credit union strategic performance goals.

5. Resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties.

6. Ensure compliance with all applicable Credit Union policies, procedures, and regulations.

7. Maintain a professional work environment.

Additional Desired Attributes:

Knowledge and Skills:

Experience One year to three years of similar or related experience.

Education A high school education or GED.

Interpersonal Skills Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills Working knowledge of principles and processes for providing member and personal services. Actively looks for ways to help people. Communicates information and ideas in speaking so others will understand. Working knowledge of related computer systems and applications.

Misc Comments:

Benefits for Full-Time Employees Includes:

• Paid Vacation
• Paid Sick Time
• Paid Personal Time
• Paid Holidays (including your birthday)
• Paid Bereavement
• Medical / Dental / Vision Insurance (Employee pays ZERO premiums!)
• Life Insurance (2x annual salary)
• Short Term / Long Term Disability
• 401(k) -- AAACU puts in 7.25% of your gross wages AND will match 100% up to 4% of your contributions!

Applications and resumes are accepted online.

Up to 4% employer match on employee contribution

7.25% profit share

Paid Time Off

8 hours of personal time

12 days of sick leave per yearwith no accrual cap

Paid vacation based on length of service

50% of cost reimbursement, up to $480 per year

Student Loan Paydown

$200 monthly payment from AAACUup to $12,500

Tuition Reimbursement

Reimbursement up to $5,250 peryear

Employee Clothing Allowance

Up to a $1,000 interest free* loan per year

*No interest applied while employed

Longevity Bonus Payments

Starts at 1% of base wages, after 10 years of employment