Member Experience Coach – Financial Wellness

Lake Trust Credit Union; Ann Arbor (MI); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

401(K) matching

Reduced health insurance

Employee wellbeing services

Work-life balance

Job summary

Lake Trust Credit Union is seeking a Member Experience Associate in Ann Arbor, MI. This role focuses on delivering the best member experience, cross-selling products, and building strong financial relationships.

The ideal candidate will possess a High School diploma and 1-2 years of relevant experience. Benefits include financial wellness services, 401(K) matching, and a supportive team environment.

Qualifications

• 1-2 years experience in financial institutions or retail environments.
• Proven success in relationship building and cross-selling.

Responsibilities

• Greet and interact with members actively.
• Assess member financial needs and provide solutions.
• Educate members on loans and credit products.
• Mentor peers and promote teamwork.

Skills

Building member/customer relationships

Cross-selling products

Tech savvy

Adaptability

Education

High School Diploma/GED

Job description

Lake Trust Credit Union is seeking a Member Experience Associate in Ann Arbor, MI. This role focuses on delivering the best member experience, cross-selling products, and building strong financial relationships.

The ideal candidate will possess a High School diploma and 1-2 years of relevant experience. Benefits include financial wellness services, 401(K) matching, and a supportive team environment.