Member Experience Specialist & Financial Guide

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

Benefits offered by this job

Bi-weekly 401(k) match

Education reimbursement

Wellness reimbursement

Medical, Dental, Vision, and Rx

Health Savings Account with employer C

Life Insurance

Short and Long Term Disability

Pet Insurance

Paid Time Off

12 Paid Holidays

Employee Assistance Programs

Bonuses

Employee Discount Program

Community volunteering opportunities

Performance bonuses

Job summary

Allegan Credit Union, a division of Ignite Credit Union, seeks a Member Experience Advisor to deliver exceptional member service in-person and through digital channels. You will open accounts, process consumer loans, and guide members to financial solutions while building trust and loyalty.

This role emphasizes relationship-building, consultative sales, and collaboration to meet branch goals, with comprehensive benefits and opportunities for professional growth within a community-focused team.

Qualifications

• 1–3 years of similar or related experience in a financial institution or proven success in a sales-focused environment.
• Confident communicator with excellent relationship-building skills.
• Goal-oriented, self-motivated, and driven to exceed expectations.
• Strong problem-solving and analytical abilities.
• Tech-savvy and comfortable learning new systems and digital tools.
• A 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

Sales aptitude

Problem solving

Analytical thinking

Tech savvy

Customer service

Job description

Allegan Credit Union, a division of Ignite Credit Union, seeks a Member Experience Advisor to deliver exceptional member service in-person and through digital channels. You will open accounts, process consumer loans, and guide members to financial solutions while building trust and loyalty.

This role emphasizes relationship-building, consultative sales, and collaboration to meet branch goals, with comprehensive benefits and opportunities for professional growth within a community-focused team.