Member Care Consultant - Banking & Lending

orsa credit union; Novi (MI); On-site; USD 23,000 - 33,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

Paid time off

Parental leave

Lifestyle accounts

Family health benefits

Volunteer time off

Flexible work

Community groups

Job summary

orsa credit union is seeking a care consultant to support members through meaningful financial decisions, including new membership, lending requests, and specialized accounts. The role emphasizes empathy, active listening, and discovery to translate complexity into clear next steps, ensuring members feel informed and confident as they move forward across relationships and channels.

A minimum of two years’ service experience and fiduciary product knowledge are expected; comprehensive benefits and

Qualifications

• High school diploma or equivalent.
• Minimum two years’ experience as a service representative in the retail or service industry or equivalent experience.
• Demonstrated knowledge of fiduciary products and services.

Responsibilities

• Guide members through new account openings, lending requests, complex account maintenance, and specialized account needs.
• Ensure conversations are thoughtful, accurate, and grounded in understanding.
• Listen actively to understand member goals, concerns, and context.
• Identify opportunities to strengthen the member relationship, including checking relationships, direct deposit, and appropriate products or services.
• Collaborate with inbound care, outreach, digital, lending, and branch teams to ensure smooth handoffs and a cohesive member experience.

Job description

orsa credit union is seeking a care consultant to support members through meaningful financial decisions, including new membership, lending requests, and specialized accounts. The role emphasizes empathy, active listening, and discovery to translate complexity into clear next steps, ensuring members feel informed and confident as they move forward across relationships and channels.

A minimum of two years’ service experience and fiduciary product knowledge are expected; comprehensive benefits and