Member Experience & Financial Wellness Advisor

DORT FINANCIAL CU; Grand Blanc (MI); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

HSA/FSA Plans

Tuition Reimbursement

401(k) Matching

Referral Bonus

Paid Time Off

Job summary

Dort Financial Credit Union is seeking a Branch Support Specialist in Grand Blanc, MI to deliver comprehensive member services. The role focuses on lobby management, guiding members to products, and resolving inquiries with a friendly, professional demeanor.

The position requires a high school diploma and at least one year of financial or credit union experience, with strong communication skills and proficiency in Microsoft Office. A bondable status is also required.

Qualifications

• Excellent communication and interpersonal skills for member interactions.
• Ability to educate members and resolve inquiries with a positive attitude.
• Bondability and basic financial literacy are required.

Responsibilities

• Lobby management and front-line member support.
• Educate members on how to better manage their money.
• Demonstrate how the credit union can improve financial well-being.

Skills

Communication skills

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Dort Financial Credit Union is seeking a Branch Support Specialist in Grand Blanc, MI to deliver comprehensive member services. The role focuses on lobby management, guiding members to products, and resolving inquiries with a friendly, professional demeanor.

The position requires a high school diploma and at least one year of financial or credit union experience, with strong communication skills and proficiency in Microsoft Office. A bondable status is also required.