Financial Wellness Banker – Accounts & Loans

American1cu; Jackson (MI); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Health, Dental, Vision, Responsible

Time Off

Job summary

American 1 Credit Union is seeking a Personal Banker/Member Service Specialist to deliver excellent member experience through a broad range of transactions, including opening memberships, loans, and more. The role emphasizes accurate record-keeping and adherence to credit union policies while engaging members to identify products that support financial wellness.

The position is on-site at the North Street Branch with the branch team, offering a competitive wage and day-one benefits such as

Qualifications

• Delivers excellent member experience through a wide range of credit union transactions.
• Opens new memberships, lending products, and other services.
• Maintains accurate records and follows credit union policies and procedures.

Responsibilities

• Engaged Communication: ensure meaningful engagement with members and coworkers.
• GREAT Service Standards: commit to superior member experience.
• Process Member Activity: service accounts, loans, transfers, and disbursements in a timely manner.
• Focus on Purpose/Mission: support financial wellness in the community.
• Cross-sell checking, lending, and protections aligned with goals.
• Clear member communication: notify on loan decisions and follow up on applications.

Skills

Customer service

Relationship building

Financial wellness

Account review

Job description

American 1 Credit Union is seeking a Personal Banker/Member Service Specialist to deliver excellent member experience through a broad range of transactions, including opening memberships, loans, and more. The role emphasizes accurate record-keeping and adherence to credit union policies while engaging members to identify products that support financial wellness.

The position is on-site at the North Street Branch with the branch team, offering a competitive wage and day-one benefits such as