Hybrid Member Experience Associate — Financial Wellness Coach

Lake Trust Credit Union; Brighton (MI); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Energetic team environment

Supportive colleagues

Opportunities to make a difference

Being valued as more than the role

Tech-savvy workplace

Job summary

Lake Trust Credit Union in Brighton, MI is seeking a Call Center Member Experience Associate to deliver exceptional member service in a hybrid role. You will greet members, assess needs, and guide them to solutions that advance their financial goals.

The role emphasizes cross-selling, building relationships, and collaborating with teammates to meet Lake Trust targets. A high school diploma and 1–2 years of related experience are required.

Qualifications

• 1–2 years of related experience building member/customer relationships and cross-selling in a financial institution or retail setting.

Responsibilities

• Proactively greet and interact with members entering the Credit Union.
• Act as a financial coach to maximize member loyalty and advise on cross-sell opportunities.
• Coach and mentor peers to promote teamwork and Lake Trust goals.
• Demonstrate positive behaviors to support high morale and cooperation.
• Educate members on consumer loans and credit card products; originate, process, and close loans.

Skills

Member relationships

Cross-selling

Active listening

Teamwork

Education

High School Diploma/GED

Job description

Lake Trust Credit Union in Brighton, MI is seeking a Call Center Member Experience Associate to deliver exceptional member service in a hybrid role. You will greet members, assess needs, and guide them to solutions that advance their financial goals.

The role emphasizes cross-selling, building relationships, and collaborating with teammates to meet Lake Trust targets. A high school diploma and 1–2 years of related experience are required.