Member Experience Advisor: Build Trust, Guide Finances

Ignite Credit Union; Battle Creek (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Relationship-building

Sales

Communication

Digital literacy

Financial knowledge

Education

High school diploma or equivalent

Tools

Core banking system

CRM software

Microsoft Office

Job description

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.