Member Experience Coach & Financial Wellness Advocate

Lake Trust Credit Union; Ann Arbor (MI); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Financial wellbeing services

401(K) matching with up to 5% match

Reduced health insurance

Employee wellbeing services

DE&I initiatives

Work-life balance

Job summary

Lake Trust Credit Union in Ann Arbor, MI, is hiring a Member Experience Associate - Stadium to deliver outstanding service and deepen member relationships.

You will greet members, uncover needs, educate on loan and deposit options, cross-sell products, and support onstage operations to help achieve Lake Trust goals.

Candidates should have a high school diploma and 1–2 years in customer-facing roles; be tech-savvy with a teamwork mindset.

Qualifications

• High School Diploma/GED required.
• 1–2 years in building member/customer relationships and cross-selling in financial or retail setting.

Responsibilities

• Proactively greet and assist members as they enter the Credit Union.
• Uncover member needs and offer solutions to advance financial goals.
• Cross-sell products and services and educate on consumer loans and credit cards.
• Support onstage operations and help reach Lake Trust goals.

Skills

Customer service

Cross-selling

Active listening

Teamwork

Financial coaching

Education

High School Diploma/GED

Job description

Lake Trust Credit Union in Ann Arbor, MI, is hiring a Member Experience Associate - Stadium to deliver outstanding service and deepen member relationships.

You will greet members, uncover needs, educate on loan and deposit options, cross-sell products, and support onstage operations to help achieve Lake Trust goals.

Candidates should have a high school diploma and 1–2 years in customer-facing roles; be tech-savvy with a teamwork mindset.