Member Experience & Financial Solutions Advisor

BlueOx Credit Union; Fennville (MI); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

401(k) match

Education reimbursement

Wellness reimbursement

Medical/Dental/Vision

Health Savings Account

Life Insurance

Disability coverage

Pet Insurance

Employee Assistance Programs

Paid time off

Job summary

Allegan Credit Union, a division of Ignite Credit Union, is seeking a Member Experience Advisor to deliver exceptional member experiences in person and digitally. You’ll open memberships and loans, educate members on digital tools, and collaborate with the team to reach branch sales goals.

This on-site role requires 1–3 years in financial services and strong relationship-building skills to help members achieve financial success. Ignite your future with us today!

Qualifications

• 1–3 years experience in a financial institution or sales‑focused environment.
• Strong relationship‑building and communication skills.
• Genuine passion for helping others achieve financial success.

Responsibilities

• Engage members as their first point of contact—building relationships and uncovering needs through genuine conversation.
• Open new memberships, checking, savings, and specialty accounts while ensuring compliance with credit union policies.
• Conduct consumer loan interviews, process applications, and provide recommendations for products such as personal loans, auto loans, and credit cards.
• Proactively identify opportunities to cross‑sell and refer products that benefit the member’s financial well‑being.
• Educate members on digital banking and self‑service tools, promoting the adoption of emerging technologies.
• Maintain and balance the branch vault, ensuring security and compliance.
• Support overall 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 thinking

Tech-savvy

Job description

Allegan Credit Union, a division of Ignite Credit Union, is seeking a Member Experience Advisor to deliver exceptional member experiences in person and digitally. You’ll open memberships and loans, educate members on digital tools, and collaborate with the team to reach branch sales goals.

This on-site role requires 1–3 years in financial services and strong relationship-building skills to help members achieve financial success. Ignite your future with us today!