Member Experience Advisor

Ignite Credit Union; Battle Creek (MI); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

Bi-weekly 401(k) match and profit分享

Education reimbursement

Wellness reimbursement up to $600/year

Full medical, dental, vision insurance

Health Savings Account with employer H

Life Insurance

Disability insurance

Pet Insurance

Paid time off

12 paid holidays

Employee Assistance Programs

Bonuses

Employee discount program

Community volunteering opportunities

Zusammenfassung

BlueOx Credit Union, a division of Ignite Credit Union, is seeking a Member Experience Advisor who focuses on building relationships and delivering outstanding service both in person and through digital channels.

This role guides members to the right financial solutions, from opening accounts to consumer loans, while collaborating with a team to meet branch goals and promote digital tools. A passion for helping others succeed financially is essential.

Qualifikationen

• 1–3 years of experience in a financial institution or a sales-focused environment.
• Strong communication and relationship-building skills.
• Tech-savvy and able to learn new digital tools.
• Customer-focused with a passion for helping others achieve financial success.

Aufgaben

• Engage members as the first point of contact—build relationships and uncover needs through conversation.
• Open new memberships, checking, savings, and specialty accounts while ensuring policy compliance.
• Conduct consumer loan interviews, process applications, and recommend suitable products.
• Identify opportunities to cross-sell and refer products that benefit the member's financial health.
• Educate members on digital banking and self-service tools to drive adoption.
• Maintain and balance the branch vault, ensuring security and compliance.
• Support branch operations including opening/closing procedures and cash management.
• Collaborate with team to meet and exceed branch sales and service goals.

Kenntnisse

Relationship-building

Sales

Communication

Digital literacy

Financial knowledge

Ausbildung

High school diploma or equivalent

Tools

Core banking system

CRM software

Microsoft Office

Jobbeschreibung

Description

Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At BlueOx Credit Union, a division of Ignite Credit Union, we're more than just a financial institution—we're a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. We're looking for passionate, driven individuals who are excited to grow with us and help ignite financial success for all. If you're looking for a workplace that champions professional development, collaboration, and a people-first approach, we want to hear from you!

Benefits Offered:

• Bi-weekly 401(k) Match and Profit Sharing
• Education reimbursement
• Up to $600 in wellness reimbursement annually – fitness equipment, gym membership, massages, etc.
• Full Medical, Dental, Vision, and Prescription Insurance coverage
• Health Savings Account with bi-weekly Employer Contributions
• Employer Paid Life Insurance
• Employer-paid Short and Long Term Disability coverage
• Pet Insurance
• Health Advocacy Support
• Generous Paid Time Off
• 12 Paid Holidays
• Employee Assistance Programs
• Monthly commissions and incentives
• Employee Appreciation Events
• Community Volunteering Opportunities
• Performance and Discretionary Bonuses
• Employee Discount Program for travel, shopping, restaurants, etc.

... and more

Requirements

The Member Experience Advisor is a relationship-focused professional who delivers exceptional member experiences both in-person and through digital channels. The Member Experience Advisor will serve as a trusted financial guide—helping members open accounts, process consumer loans, and discover the right financial solutions for their needs. The Member Experience role combines relationship building, consultative sales, and financial expertise to deepen member loyalty and drive results.

Key Responsibilities

• Engage members as their first point of contact—building relationships and uncovering needs through genuine conversation.
• Open new memberships, checking, savings, and specialty accounts while ensuring compliance with credit union policies.
• Conduct consumer loan interviews, process applications, and provide recommendations for products such as personal loans, auto loans, and credit cards.
• Proactively identify opportunities to cross-sell and refer products that benefit the member's financial well-being.
• Educate members on digital banking and self-service tools, promoting the adoption of emerging technologies.
• Maintain and balance the branch vault, ensuring security and compliance.
• Support overall branch operations, including opening/closing procedures and cash management.
• Collaborate with team members to meet and exceed branch sales and service goals.

What We're Looking For

• Experience:
  • 1-3 years of similar or related experience in a financial institution or proven success in a sales-focused environment (banking, retail, or service industry).
• Skills & Attributes:
  • Confident communicator with excellent relationship-building skills.
  • Goal-oriented, self-motivated, and driven to exceed expectations.
  • Strong problem-solving and analytical abilities.
  • Tech-savvy and comfortable learning new systems and digital tools.
  • A genuine passion for helping others achieve financial success.

At BlueOx Credit Union, a division of Ignite Credit Union, you'll find more than just a job—you'll discover a career where your contributions are valued, your growth is supported, and your impact is felt. Join a dynamic team committed to fostering financial well-being and building stronger communities. If you're looking for a role where you can thrive professionally while making a difference, Ignite your future with us today!

BlueOx Credit Union, a division of Ignite Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, height, weight, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other status or characteristic protected by applicable federal, state and local laws.