Member Advisor II - Build Trust & Grow Members' Finances

True Community Credit Union; Brooklyn (MI); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Paid Holidays

401(k)

Pension

Tuition Reimbursement

Gym Reimbursement

Life Insurance

Short & Long Term Disability Coverage

TRUE Cares Paid Family Leave

Flexible Spending Accounts

Job summary

TRUE Community Credit Union is seeking a Full-Time Member Advisor II at our Brooklyn Branch to assist members with deposits, loans, and financial guidance. You will deliver outstanding service, process transactions, and promote products that align with members’ goals.

The role emphasizes building trust, educating on account security, and navigating multiple systems to enhance the member experience. A high school diploma or GED is required with 2+ years in a financial setting preferred.

Qualifications

• High school diploma or GED required.
• Minimum of two years of experience in a financial institution 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

Multi-system navigation

Lending experience

Account opening

Sales experience

Time management

Education

High school diploma or GED

Tools

Banking software

Job description

TRUE Community Credit Union is seeking a Full-Time Member Advisor II at our Brooklyn Branch to assist members with deposits, loans, and financial guidance. You will deliver outstanding service, process transactions, and promote products that align with members’ goals.

The role emphasizes building trust, educating on account security, and navigating multiple systems to enhance the member experience. A high school diploma or GED is required with 2+ years in a financial setting preferred.