Float Financial Success Specialist (Full-time) Dearborn & Farmington Branches

LinkedIn - Jobboard; Dearborn (MI); On-site; USD 60,000 - 80,000; Full time

Job summary

Join LOC Credit Union as a Float Financial Success Specialist at Dearborn and Farmington Branches. This teammate will handle both teller and member service functions, ensuring high-quality service while promoting financial wellness. With competitive salary and comprehensive benefits, this role supports member transactions, account management, and product recommendations.

Benefits

401K matching up to 5%

Comprehensive benefits package

Competitive salary

Ongoing training opportunities

14 paid holidays

Qualifications

• Entry-level position requiring customer service skills.
• Knowledge of financial products needed.
• Ability to perform teller functions and maintain member relationships.

Responsibilities

• Support teller line and member service functions.
• Handle member requests and recommend financial products.
• Ensure high levels of member satisfaction and retention.

Skills

Customer Service

Problem Resolution

Cross-Selling

Financial Product Knowledge

Job description

Float Financial Success Specialist (Full-time) Dearborn & Farmington Branches

Join to apply for the Float Financial Success Specialist (Full-time) Dearborn & Farmington Branches role at LOC Credit Union

Float Financial Success Specialist (Full-time) Dearborn & Farmington Branches

3 weeks ago Be among the first 25 applicants

Join to apply for the Float Financial Success Specialist (Full-time) Dearborn & Farmington Branches role at LOC Credit Union

About Us

At LOC Credit Union we're committed to helping our members achieve their financial goals through our "Let's Win. Together." principle with personalized service/ experience, smart banking solutions, and personal relationships. As a trusted institution in the communities we serve, we strive to make banking simple, accessible, and satisfying.

About Us

At LOC Credit Union we're committed to helping our members achieve their financial goals through our "Let's Win. Together." principle with personalized service/ experience, smart banking solutions, and personal relationships. As a trusted institution in the communities we serve, we strive to make banking simple, accessible, and satisfying.

Job Summary

We are seeking a friendly, knowledgeable, and member-focused Financial Success Specialist to join our Dearborn and Farmington teams as a float Financial Success Specialist. The Financial Success Specialist is a versatile team member who supports both the teller line and member service functions, delivering exceptional service while promoting the financial wellness of our members. Whether processing transactions, opening accounts, completing loan applications or closings, the Financial Success Specialist plays a key role in building strong relationships, ensuring high levels of member satisfaction and retention and supporting the overall success of the branch. This is accomplished through accurate and professional member transactions, following established policies and procedures, and enhanced member awareness of the Credit Union's product and service offerings.

Responsibilities Include But Are Not Limited To

• Demonstrate a strong commitment to high service standards, operational excellence and a desire to grow participation in the Credit Union.
• Handle member requests in a thorough, efficient and accurate manner while in alignment with the member's financial goals.
• Using active listening and probing questions, take a needs-based approach to recommending Credit Union products and services, while promoting the financial wellness of our members.
• Successful problem resolution with minimal member effort and friction.
• Maintain advanced knowledge of LOC products, services, platforms, policies and procedures to maximize cross-sell opportunities and to troubleshoot issues.
• Consistently meet or exceed individual or team goals, while maintaining a strong focus on member satisfaction and retention.
• Follow up with members regularly to track progress, close sales opportunities, and build long-lasting relationships.
• Complete required documentation in an accurate and timely manner.
• Assists members with deposits, loans and e-Services products.
• Possess expertise for more complex Credit Union product and services--including but not limited to-- IRA's, Business loans and accounts, Trust, Guardianship, POA, Rep. Payee and Conservatorship accounts, and Home Equity Products.
• Efficiently, effectively and accurately perform teller functions.
• Accurately balances teller drawer/bag and assists with ATM, vault, and night drop transactions as needed.
• Serves as a Notary Republic and provides Signature Guarantee Medallion services.
• Ability to work at a minimum of one Saturday per month with occasional travel between branches required.
  
  

What We Offer

• Competitive salary
• 401K matching up to 5%
• Comprehensive benefits package (health, dental, vision, life insurance and more)
• competitive PTO
• 14 paid holidays (plus your birthday)
• Ongoing training and career planning opportunities
• A supportive team culture and values-driven workplace
  
  

Apply Today

Ready to help our members win financially and grow your career at a Credit Union? We'd love to hear from you. Apply now and take the next step with LOC Credit Union.

Salary: $17.60 per hour

Job Posted by ApplicantPro

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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