Financial Wellness & Lending Specialist

American 1 Credit Union; Summit Township (MI); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Responsible Time Off

Job summary

American 1 Credit Union is seeking a Personal Banker/Member Service Specialist. The role focuses on delivering an exceptional member experience through banking transactions, memberships, and loan support.

The ideal candidate will have strong communication and sales skills, with prior customer service exposure. This on-site position at our Michigan branch offers immediate benefits and opportunities to grow within the credit union.

Qualifications

• High school diploma or GED required.
• Prior customer service and sales experience.
• Credit union or banking experience preferred but not required.
• Excellent communication skills (verbal and written).
• Ability to work independently or as part of a team.

Responsibilities

• Deliver an excellent member experience through a wide range of credit union transactions and memberships.
• Open new memberships and accounts, and handle deposits/withdrawals.
• Analyze loan requests, process documents, and close and fund loans.
• Maintain accurate records and follow credit union policies and procedures.
• Collaborate with branch team to ensure superior member experience.

Skills

Verbal communication

Written communication

Customer service

Sales experience

Education

High school diploma or GED

Tools

Microsoft Office

Job description

American 1 Credit Union is seeking a Personal Banker/Member Service Specialist. The role focuses on delivering an exceptional member experience through banking transactions, memberships, and loan support.

The ideal candidate will have strong communication and sales skills, with prior customer service exposure. This on-site position at our Michigan branch offers immediate benefits and opportunities to grow within the credit union.