Member Experience Coach & Virtual Teller

Lake Trust Credit Union; Brighton (MI); Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

401(k) matching up to 5%

Reduced health insurance

Employee wellbeing services

Financial wellbeing services

Job summary

Lake Trust Credit Union is seeking a Member Experience Associate in Brighton, MI. This role focuses on delivering outstanding service, uncovering members' needs, and providing financial solutions. Associates will engage actively with members through proactive discussions and teamwork to meet Lake Trust goals.

The ideal candidate has a high school diploma or GED and 1-2 years of experience in a financial or retail environment. Benefits include financial services and a supportive team environment.

Qualifications

• 1-2 years of job-related experience in a financial institution or retail environment.
• Demonstrated success in building member/customer relationships.
• Required financial knowledge to educate members on loans and credit card products.

Responsibilities

• Proactively greet and interact with members.
• Act as a financial coach for members.
• Educate members on loans and credit card products.
• Coach and mentor peers to achieve goals.

Skills

Building member/customer relationships

Cross-selling products

Open-ended questioning

Teamwork

Financial coaching

Education

High-school diploma or GED

Job description

Lake Trust Credit Union is seeking a Member Experience Associate in Brighton, MI. This role focuses on delivering outstanding service, uncovering members' needs, and providing financial solutions. Associates will engage actively with members through proactive discussions and teamwork to meet Lake Trust goals.

The ideal candidate has a high school diploma or GED and 1-2 years of experience in a financial or retail environment. Benefits include financial services and a supportive team environment.