Member Experience Associate - Ann Arbor - Stadium

Lake Trust Credit Union; Ann Arbor (MI); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

401(K) matching up to 5%

Financial wellbeing services

Work-life balance

Employee wellbeing services

DE&I initiatives

Job summary

Lake Trust Credit Union in Ann Arbor, MI seeks a Member Experience Associate dedicated to delivering the best member experience. You'll proactively engage with members to uncover their needs while providing tailored financial solutions. The role emphasizes teamwork and building strong relationships to support our members' financial success.

Ideal candidates will have 1-2 years of experience in customer relations, strong adaptability, and a passion for financial education. Join us for a rewarding opportunity to make a significant impact within our community.

Qualifications

• Minimum of 1-2 years of job-related experience.
• Experience in building relationships and cross-selling in financial or retail environments.
• Must be adaptable and tech-savvy.

Responsibilities

• Proactively greet and interact with members to uncover needs.
• Act as a financial coach to maximize member loyalty.
• Coach and mentor peers to achieve goals.

Skills

Building member/customer relationships

Cross-selling products

Tech-savviness

Adaptability

Education

High School Diploma/GED

Job description

Member Experience Associate - Stadium

This position is located in Ann Arbor, MI.

Job Summary

The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members’ financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sell products and services, open all deposit accounts, including specialty and business accounts, to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help reach and exceed Lake Trust goals.

What You’ll Do

• Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open-ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs.
• Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member’s relationship by assessing members’ total financial picture and offering solutions to advance their financial success.
• Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals.
• Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm.
• Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members’ financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.

What You’ll Bring

• High School Diploma/GED is required.
• Minimum of 1-2 years of job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment.
• Must be a tech-savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.

Benefits

• Financial wellbeing services
• 401(K) matching with up to 5% match
• Reduced health insuranceEmployee wellbeing services
• DE&I initiatives
• Work-life balance

What You’ll Get

• Working with an energetic team focused on making our members wildly successful.
• An opportunity to work with others that have your back every step of the way.
• Opportunities to make a difference both inside and outside of our walls.
• Being treated like you are more than the work you do.