Member Experience Coach & Virtual Teller (Hybrid)

Lake Trust Credit Union; Brighton (MI); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Financial wellbeing services

401(K) matching up to 5%

Reduced health insurance

Employee wellbeing services

DE&I initiatives

Work-life balance

Job summary

The Lake Trust Credit Union in Brighton, MI seeks a Member Experience Associate for our Contact Center. This role blends in-person service with a hybrid schedule, focusing on delivering the best member experience, cross-selling products, and building lasting member relationships.

You'll greet members, act as a financial coach, educate on loans and cards, and collaborate with teammates to reach Lake Trust goals while adapting to changing priorities.

Qualifications

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

Responsibilities

• Greet members proactively and identify needs through active listening.
• Act as a financial coach, seek cross-sell opportunities to enhance member loyalty.
• Educate members on loans and credit card products; originate, process and close loans.
• Collaborate with peers to achieve Lake Trust goals.

Skills

Active listening

Cross-selling

Teamwork

Financial coaching

Customer relationships

Education

High School Diploma/GED

Job description

The Lake Trust Credit Union in Brighton, MI seeks a Member Experience Associate for our Contact Center. This role blends in-person service with a hybrid schedule, focusing on delivering the best member experience, cross-selling products, and building lasting member relationships.

You'll greet members, act as a financial coach, educate on loans and cards, and collaborate with teammates to reach Lake Trust goals while adapting to changing priorities.