Financial Wellness Advisor

ALPENA ALCONA AREA Credit Union; Michigan; On-site; USD 24,287 - 44,964; Full time

Benefits offered by this job

Medical / Dental / Vision Insurance (Employee pays ZERO premiums!)

Life Insurance (2x annual salary)

401(k) with contributions and match

Job summary

A local credit union in Ossineke, MI is looking for a Financial Experience Advocate to assist members with their financial wellness needs. Responsibilities include opening and closing accounts, processing transactions, and advising on products and services. A high school diploma or GED and 1-3 years of experience are required. The position offers full-time benefits including zero-cost medical insurance, life insurance, and a generous 401(k) plan. Candidates must possess excellent interpersonal skills and a commitment to member service.

Qualifications

• 1 to 3 years of similar or related experience required.
• Ability to accurately complete forms and documents in a timely manner.
• Maintain confidentiality and discretion in communication.

Responsibilities

• Advise members on financial products and services.
• Open and close individual accounts and process transactions.
• Resolve member inquiries and complaints in a timely manner.

Skills

Interpersonal Skills

Customer Service

Conflict Resolution

Computer Systems Knowledge

Education

High school education or GED

Job description

A local credit union in Ossineke, MI is looking for a Financial Experience Advocate to assist members with their financial wellness needs. Responsibilities include opening and closing accounts, processing transactions, and advising on products and services. A high school diploma or GED and 1-3 years of experience are required. The position offers full-time benefits including zero-cost medical insurance, life insurance, and a generous 401(k) plan. Candidates must possess excellent interpersonal skills and a commitment to member service.