Member Advisor I - Help Members Achieve Financial Goals

True Community Credit Union; Vevay Township (MI); On-site; USD 23,000 - 25,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Pension

Tuition Reimbursement

Gym Reimbursement

Employer-Paid Life Insurance

Short & Long Term Disability Coverage

Paid Holidays

Paid Time Off

Job summary

TRUE Community Credit Union is seeking a full-time Member Advisor I for our Mason Branch. You will help members navigate financial decisions, open deposit accounts, process transactions, assist with consumer loan applications, and recommend products and services aligned with members' goals.

The role includes delivering exceptional service, educating members about fraud prevention, and building lasting relationships while navigating multiple banking systems.

Qualifications

• High school diploma or GED required.
• One year of banking, retail, cash handling, customer service, sales, or related experience preferred.
• Strong member service, communication, and relationship-building skills.
• Demonstrated ability to navigate multiple systems and software applications efficiently.
• Ability to multitask and adapt in a fast-paced environment.
• Lending, account opening, and sales experience preferred.

Responsibilities

• Deliver exceptional customer service to members.
• Process transactions accurately and efficiently.
• Open and maintain deposit accounts.
• Assist members with consumer loan applications.
• Recommend products and services that support members' financial goals.
• Educate members about fraud prevention and account security.
• Build lasting relationships while navigating multiple systems and processes.

Skills

Customer service

Communication

Relationship-building

Multitasking

Software navigation

Education

High School Diploma or GED

Tools

Banking software

Job description

TRUE Community Credit Union is seeking a full-time Member Advisor I for our Mason Branch. You will help members navigate financial decisions, open deposit accounts, process transactions, assist with consumer loan applications, and recommend products and services aligned with members' goals.

The role includes delivering exceptional service, educating members about fraud prevention, and building lasting relationships while navigating multiple banking systems.