Member Experience Coach & Financial Solutions

Lake Trust Credit Union; Plymouth (MI); On-site; USD 36,000 - 46,000; Full time

Job summary

Lake Trust Credit Union in Plymouth, MI is seeking a Member Experience Associate to deliver exceptional member service and deepen relationships. You will greet members, assess needs, cross-sell products, and open deposit accounts while guiding customers toward financial solutions.

You will work collaboratively with teams to meet credit union goals, maintain expert product knowledge, stay compliant with regulations, and support onstage operations with flexibility in scheduling.

Qualifications

• High School Diploma or GED required.
• 1–2 years of experience building member relationships in financial or retail settings.
• Ability to proactively interact with members to identify needs and promote cross-sale opportunities.

Responsibilities

• Proactively greet and interact with members to uncover needs and provide tailored solutions.
• Cross-sell products and services to deepen member relationships and support financial goals.
• Open all deposit accounts, including specialty and business accounts, with accuracy and compliance.

Skills

Customer relationship

Cross-selling

Communication

Team collaboration

Education

High School Diploma/GED

Job description

Lake Trust Credit Union in Plymouth, MI is seeking a Member Experience Associate to deliver exceptional member service and deepen relationships. You will greet members, assess needs, cross-sell products, and open deposit accounts while guiding customers toward financial solutions.

You will work collaboratively with teams to meet credit union goals, maintain expert product knowledge, stay compliant with regulations, and support onstage operations with flexibility in scheduling.