Financial Experience Advocate - Lincoln

ALPENA ALCONA AREA Credit Union; Michigan; On-site; USD 25,000 - 45,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

Life Insurance

401(k) Match

Job summary

ALPENA ALCONA AREA Credit Union in Lincoln, MI is seeking a Financial Experience Advocate to assist members with their financial wellness, open accounts, and process transactions.

This full-time role requires 1-3 years of related experience, a high school diploma or GED, and strong interpersonal skills. The position offers a competitive hourly wage between $17.63 and $32.64 per hour, with standard weekday hours and occasional Saturdays.

Qualifications

• One year to three years of related experience.
• High school diploma or GED required.
• Working knowledge of member and personal services.
• Proficiency with computer systems and applications.

Responsibilities

• Advise members on financial wellness and product options.
• Open and close accounts and process transactions.
• Resolve member questions and problems; refer to supervisor when needed.
• Maintain accurate member information and prepare reports.
• Liaise between members and departments.

Skills

Member services

Conflict resolution

Financial product knowledge

Communication skills

Education

High School Diploma or GED

Tools

CU software systems

Job description

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Careers that make a difference!

Job Openings: Financial Experience Advocate - Lincoln

Announcement Date: September 16, 2026

Location of Position: Lincoln, MI

Salary: $17.63 / Hour to $32.64 / Hour (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:

• Medical / Dental / Vision Insurance (Employee pays ZERO premiums!)
• Life Insurance (2x annual salary)
• 401(k) -- AAACU puts in 7.25% of your gross wages AND will match 100% up to 4% of your contributions!