Member Experience Coach - Financial Wellness Advocate

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

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.