Member Experience & Financial Solutions Advisor

Ignite-Credit-Union

Battle Creek (MI)

On-site

USD 36,000 - 48,000

Full time

4 days ago
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Benefits offered by this job

Bi-weekly 401(k) Match and Profit
Education reimbursement
Wellness reimbursement up to $600/year
Medical, Dental, Vision, Prescription
Health Savings Account with employer
Employer-paid Life Insurance
Disability coverage
Pet Insurance
Paid Time Off
12 Paid Holidays
Employee Discounts
Bonuses and incentives
Volunteer opportunities

Job summary

BlueOx Credit Union, a division of Ignite Credit Union, seeks a Member Experience Advisor to build relationships with members and guide them in opening accounts, applying for loans, and choosing the right financial solutions. The role blends consultative sales with financial expertise to deepen loyalty and drive results.

The position emphasizes delivering excellent service both in-branch and digitally while promoting digital banking tools and high standards of compliance and security.

Qualifications

  • The Member Experience Advisor is a relationship-focused professional who delivers exceptional member experiences both in-person and through digital channels.
  • The role involves opening accounts and processing consumer loans to help members discover the right financial solutions.

Responsibilities

  • Engage members as their first point of contact—build relationships and uncover needs through conversation.
  • Open new memberships, checking, savings, and specialty accounts while ensuring policy compliance.
  • Conduct consumer loan interviews, process applications, and provide recommendations for personal loans, auto loans, and credit cards.
  • Proactively identify cross-sell opportunities and refer products that benefit the member's financial well-being.
  • Educate members on digital banking and self-service tools to promote adoption of new technologies.
  • Support branch operations including opening/closing procedures and cash management.
  • Collaborate with team members to meet and exceed branch sales and service goals.

Skills

Relationship-building
Communication
Goal-oriented
Problem-solving
Analytical abilities
Tech-savvy
Passion for helping others

Job description

BlueOx Credit Union, a division of Ignite Credit Union, seeks a Member Experience Advisor to build relationships with members and guide them in opening accounts, applying for loans, and choosing the right financial solutions. The role blends consultative sales with financial expertise to deepen loyalty and drive results.

The position emphasizes delivering excellent service both in-branch and digitally while promoting digital banking tools and high standards of compliance and security.

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