Member Experience Advisor

BlueOx Credit Union; Wyoming (MI); In loco; USD 24.000 - 34.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Education reimbursement

Wellness reimbursement

Medical/Dental/Vision insurance

Health Savings Account

Life Insurance

Disability coverage

Pet Insurance

Paid time off

Holidays

Employee discounts

Bonuses

Volunteering opportunities

Team events

Career development

Descrizione del lavoro

Rivertown Credit Union in Wyoming, Michigan is seeking a Customer-focused Member Experience Advisor to open accounts, process consumer loans, and guide members toward the right financial solutions. You will balance relationships with sales goals while delivering excellent service in-person and through digital channels.

The role emphasizes a consultative approach, training in digital tools, and a commitment to community engagement within a values-driven team.

Competenze

• 1–3 years of similar or related experience in a financial institution or sales-focused environment.
• Confident communicator with strong relationship-building skills.
• Goal-oriented and self-motivated with a drive to exceed expectations.
• Technical comfort with digital banking tools and new systems.
• Genuine passion for helping others achieve financial success.

Mansioni

• Engage members as first point of contact and uncover needs through conversation.
• Open new memberships, accounts, and process loans while ensuring policy compliance.
• Provide product recommendations (personal loans, auto loans, cards) based on member needs.
• Cross-sell and refer products to support member financial well-being.
• Educate members on digital banking and promote self-service tools.
• Balance the branch vault and support cash management and operations.
• Collaborate to meet branch sales and service goals.

Conoscenze

Relationship building

Communication

Sales orientation

Tech-savviness

Financial knowledge

Descrizione del lavoro

Member Experience Advisor

BlueOx Credit Union Wyoming, Michigan, United States

About this position

Description:

Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At Rivertown 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 Rivertown 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!

Rivertown 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.

Salary Information

$20.84 - $20.84Hourly Wage