Member Experience Specialist – Financial Guidance

Michigan Credit Union League; Rochester (MI); On-site; USD 32,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Life insurance

AD&D

Disability insurance

FSA

Tuition reimbursement

Paid time off

Paid holidays

Job summary

Alliance Catholic Credit Union in Rochester, MI seeks a skilled Member Service Representative to assist members with accounts, IRAs, and loan applications. The MSR will promote services, handle inquiries, and support referrals in a fast-paced branch.

The ideal candidate will have a high school diploma or higher, plus 3–5 years in credit union teller or customer service roles, and proficiency with Windows, Word and Excel. Teamwork and communication are essential.

Qualifications

• Provide excellent member service in a fast-paced branch environment.
• Assist with account openings, IRAs, loan applications and automated services.
• Collaborate with team to meet member needs and referrals.

Responsibilities

• Assist members in opening new accounts and processing loans.
• Explain products and services to meet member goals.
• Support referrals to grow member relationships.
• Maintain accurate records and comply with policies.

Skills

Customer service

Financial product knowledge

Teamwork

Communication skills

Education

High school diploma or equivalent

Associate degree or higher

Tools

Windows

Word

Excel

Job description

Alliance Catholic Credit Union in Rochester, MI seeks a skilled Member Service Representative to assist members with accounts, IRAs, and loan applications. The MSR will promote services, handle inquiries, and support referrals in a fast-paced branch.

The ideal candidate will have a high school diploma or higher, plus 3–5 years in credit union teller or customer service roles, and proficiency with Windows, Word and Excel. Teamwork and communication are essential.