Member Experience & Financial Wellness Advisor

BlueOx Credit Union; Wyoming (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 insurance

Health Savings Account

Life Insurance

Disability coverage

Pet Insurance

Paid time off

Holidays

Employee discounts

Bonuses

Volunteering opportunities

Team events

Career development

Job summary

Rivertown Credit Union in Wyoming, Michigan is seeking a Customer-focused Member Experience Advisor to open accounts, process consumer loans, and guide members toward the right financial solutions. You will balance relationships with sales goals while delivering excellent service in-person and through digital channels.

The role emphasizes a consultative approach, training in digital tools, and a commitment to community engagement within a values-driven team.

Qualifications

• 1–3 years of similar or related experience in a financial institution or sales-focused environment.
• Confident communicator with strong relationship-building skills.
• Goal-oriented and self-motivated with a drive to exceed expectations.
• Technical comfort with digital banking tools and new systems.
• Genuine passion for helping others achieve financial success.

Responsibilities

• Engage members as first point of contact and uncover needs through conversation.
• Open new memberships, accounts, and process loans while ensuring policy compliance.
• Provide product recommendations (personal loans, auto loans, cards) based on member needs.
• Cross-sell and refer products to support member financial well-being.
• Educate members on digital banking and promote self-service tools.
• Balance the branch vault and support cash management and operations.
• Collaborate to meet branch sales and service goals.

Skills

Relationship building

Communication

Sales orientation

Tech-savviness

Financial knowledge

Job description

Rivertown Credit Union in Wyoming, Michigan is seeking a Customer-focused Member Experience Advisor to open accounts, process consumer loans, and guide members toward the right financial solutions. You will balance relationships with sales goals while delivering excellent service in-person and through digital channels.

The role emphasizes a consultative approach, training in digital tools, and a commitment to community engagement within a values-driven team.