Member Experience Advocate & Financial Coach

Lake Trust Credit Union; Ann Arbor (MI); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

401(K) matching with up to 5% match

Reduced health insurance

Employee wellbeing services

DE&I initiatives

Work-life balance

Financial wellbeing services

Job summary

Lake Trust Credit Union in Ann Arbor, MI, seeks a Member Experience Associate to deliver the best possible member experience and build lasting relationships. You will uncover needs, inspire solutions, and cross-sell deposit and loan products while supporting onstage operations to help the team meet Lake Trust goals.

The role emphasizes a friendly, proactive approach and collaboration with colleagues to ensure members receive top-tier financial guidance and support.

Qualifications

• Strong customer service skills and ability to cross-sell financial products.
• Excellent communication and active listening abilities.
• Tech-savvy with adaptability to changing priorities.

Responsibilities

• Proactively greet and assist members as they enter the Credit Union.
• Act as a financial coach to maximize member loyalty and suggest solutions.
• Cross-sell products and services to meet members' financial goals.
• Educate members on loans and credit card products and assist in origination and closing.
• Collaborate with peers to achieve Lake Trust goals.

Skills

Customer service

Cross-selling

Communication

Tech savvy

Education

High School Diploma/GED

Job description

Lake Trust Credit Union in Ann Arbor, MI, seeks a Member Experience Associate to deliver the best possible member experience and build lasting relationships. You will uncover needs, inspire solutions, and cross-sell deposit and loan products while supporting onstage operations to help the team meet Lake Trust goals.

The role emphasizes a friendly, proactive approach and collaboration with colleagues to ensure members receive top-tier financial guidance and support.