Member Experience Advisor

Michigan Legacy Credit Union; Warren (MI); On-site; USD 28,000 - 36,000; Full time

Job summary

Michigan Legacy Credit Union in Warren, MI seeks a Concierge to serve as the member liaison, handling in-person and phone inquiries, opening accounts, and promoting credit union products.

You will process loans, disburse funds, and provide exceptional service while maintaining knowledge of all products, policies, and procedures. Prior financial services experience is preferred, with strong communication and multi-tasking skills.

Qualifications

• High School graduate/GED.
• Extensive financial industry background or other related job experience is preferred.

Responsibilities

• Greet members and visitors professionally and provide prompt, courteous service.
• Provide in-person and telephone information on credit union products and policies.
• Open accounts and assist with membership setup and documentation.
• Process, close and disburse loans; conduct loan-related interviews.
• Balance ATM and teller cash as needed and research discrepancies.
• Promote and cross-sell products to members and refer complex questions to appropriate staff.
• Assist with loan applications to ensure complete and accurate information.

Skills

Customer service

Loan processing

Cash handling

Cross-selling

Communication

Account opening

Troubleshooting

Education

High School/GED

Tools

Word processing

Spreadsheet

Email

Internet

Job description

Michigan Legacy Credit Union in Warren, MI seeks a Concierge to serve as the member liaison, handling in-person and phone inquiries, opening accounts, and promoting credit union products.

You will process loans, disburse funds, and provide exceptional service while maintaining knowledge of all products, policies, and procedures. Prior financial services experience is preferred, with strong communication and multi-tasking skills.